Jacky Richardson

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 have over 20 years of industry experience, including working for one of South Africa’s largest financial service providers, where I supported over 250 clients across all wealth levels. I believe financial planning is for everyone - no matter the size of their savings or pension.

My holistic approach focuses on individuals and families, empowering them through education to set clear priorities, build confidence, and achieve their financial goals with a deeper understanding of their overall financial picture. I’m passionate about helping individuals and families of all wealth levels make informed decisions, mitigate overpaying tax through efficient strategies, and build confidence in their financial future.

My focus is on education, clarity, and empowering clients to achieve lasting financial wellbeing.