Matthew Byrne

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 take pride in helping my clients understand their options and putting them in an informed position to make the best decisions. I provide a holistic planning service, reviewing your needs and goals for your pensions and retirement planning, investment and wealth management, as well as protection and estate planning. I will take the time to fully understand your circumstances and needs, and get a real feeling of what is important to you in order to provide the best, personalised advice for you.

Before becoming a financial planner I worked in technology for over 10 years within the Financial Services Industry. I’m originally from Skipton in North Yorkshire. My career brought me to Edinburgh in 2018 and I’ve been settled here ever since. I travel back home regularly and work with clients in North Yorkshire as well as Edinburgh and the surrounding areas. The thing that brings me most joy in my work is helping people, and that’s why I love my role as a Financial Planning Consultant. My work gives me the opportunity to make a real difference in people’s lives and help my clients achieve goals they didn’t think were possible.

Outside of work I enjoy staying active through playing football, running, and going to the gym. I have a love for sports in general and will watch anyone chase a ball of any shape around a field! I have a passion for cars and enjoy road trips with my partner exploring the remote parts of Scotland. I‘m also partial to a bit of fine dining, and love planning city breaks in Europe.