Ian Weston

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.

Our financial lives are full of big questions: How much is enough? Is the life you dream of living achievable? Is the life you live now true to your values?

I approach financial planning differently by making your future lifestyle the centre of our work together. We start with your story - where you’ve come from, where you are today, and where you want to go. From there, I create a clear, understandable financial plan designed to guide you towards your goals. Financial products may play a role, but only if they are necessary to help you achieve what really matters.

The plan itself is always at the heart of what I do. To ensure you remain on track, I encourage all my clients to commit to annual reviews. These reviews allow us to update your plan, make adjustments where needed, and give you confidence that you and your loved ones are on course to live the life you aspire to.

Outside of work, I’m a proud parent to three sons and owner of a loyal dog - the only family member who never asks for money.