Michael Lavelle

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.

Throughout 2025, I dedicated myself to achieving the qualifications required to provide regulated financial advice. With that foundation in place, I took the time to thoroughly research the market to identify a wealth management company that could offer my clients the right blend of investment solutions, platform capability, and long term stability. I chose to partner with Quilter, a FTSE 250 company with award winning service, a strong reputation for innovation, a comprehensive range of solutions, and a track record of growth.

Estate planning and financial planning is a deeply personal process. Every client has unique needs, goals, and circumstances, and the right advice must always reflect their individuality. Working with Quilter will enable me to deliver individual advice driven, client focused solutions designed to support long term financial security for my clients and their families, now and for generations to come.