Lisa Inkpen

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’m a financial adviser based in Coventry, offering financial planning across the West Midlands. My goal is to make advice accessible and put clients at the heart of everything I do. I work with individuals, families, business owners, and the self-employed, helping them achieve their goals through a personal, first-class service with the aim of maximising opportunities in a tax-efficient way.

I specialise in investing, pension planning (pre- and post-retirement), protection, inheritance tax, and succession planning. With my experience, I aim to instil confidence and peace of mind so clients can enjoy life without financial worry. As a former teacher, I have expertise in helping teachers, police officers, and NHS professionals navigate defined benefit pensions.

Outside of work, I’m a busy mum of two teenage daughters and enjoy outdoor exercise like running and walking.