Dev Panesar

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

I like taking a holistic approach to financial planning, utilising a wealth of knowledge and experience of financial products and tools, to produce quality financial plans for my clients. I treat my clients like the individual people they are, putting their interests and needs first and developing lasting relationships.

In my spare time, I like to enjoy quality time with my family, friends, nieces, nephews and my dog Alfie. I am happy both enjoying a day out somewhere or cosying up indoors. I also love my food! - I am always enjoying the delights of different cuisines with a passion for home cooking. I look after myself by going to the gym, clean eating (mostly!), practicing some yoga and tai-chi, which all encourages my general wellbeing for a strong mind and a positive attitude.