Liam Smith

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 help individuals and families make confident financial decisions by creating clear, tailored plans designed around their goals. Whether it’s planning for retirement, investing for growth, or protecting what matters most, my focus is on delivering advice that is practical, transparent, and effective. I hold the Diploma for Financial Advisers (DipFA) qualification and have also passed Level I of the Chartered Financial Analyst (CFA) Program - a globally recognised qualification in investment analysis and portfolio management. This gives me a strong foundation in both financial advice and investment principles. I chose to work with Quilter Financial Advisers because their scale, research expertise, and robust governance mean I can dedicate more of my time to what really matters - understanding my clients and helping them achieve long-term success.