Ifrah Zeb

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.

Financial planning, for me, is about more than numbers - it’s about helping clients achieve the life they want. I take a holistic approach, considering not just wealth growth and protection, but also retirement planning, tax efficiency, and long-term goals. My background in business and data gives me an analytical lens to create clear, tailored strategies.

Outside of work, I enjoy travel, long bike rides, hikes, and exploring food and wine. My passion for wine led me to complete WSET Level 2, and I hope to continue developing this interest. Curiosity, discovery, and lifelong learning are values I carry both personally and professionally, and I bring them to every client interaction.