Jyles Allen

Could you be more financially savvy this tax year?

March, and spring more generally, is often a time for fresh starts. And now your tax allowances are getting one too. The new tax year begins on 6 April, giving you time to plan how you’ll use all those new allowances to your advantage.

Take your ISA allowance. It can be tempting to leave it until the last minute to use it up. But, if you’re able to pay into it at the beginning of the year, you’re potentially getting a whole extra 12 months of time for your savings to grow.

A review right at the start of the tax year, or just before it, can also help us spot if there are any tax incentives you could use throughout the year.

You might be surprised just how many people don’t do this - and miss out on money that’s rightfully theirs. These tax incentives can be things like increasing your pension contributions or charitable giving to help offset your income tax.

I can also draw up a cashflow model to bring this to life. The model allows us to explore and compare different strategies and scenarios, so you can see the difference it will make to your long-term finances and goals.

If you want to find out more about the savvy financial strategies I could help you with this tax year, feel free to get in touch.

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.

Tax Planning is not regulated by the Financial Conduct Authority.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. November 2025.

For professionals, I focus on building strong financial foundations through smart investing. Whether you’re saving for a home, planning for a family, or looking to grow your wealth, I offer strategies to set you on the path to long-term success.

For families, I provide the reassurance that comes from protecting their income and loved ones. This includes arranging life insurance and income protection products that safeguard against life’s uncertainties.

I also help clients access private medical insurance, ensuring their health and well-being are prioritised. Planning for retirement is another key area of my work. I help individuals navigate their options to create a retirement plan that allows them to enjoy financial freedom and security in their later years.

My approach is simple: I listen, I understand, and I offer clear, practical advice. By focusing on what’s most important to you, I aim to provide solutions that give you confidence and control over your financial future.