My-Linda Lorentsson

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.

My work centres on one simple question: How can I help you?

People reach out to me when their finances feel unclear — whether they have lots of moving parts and aren’t sure how they fit together, or they sense that something important might be missing. Pensions, investments, savings, budgeting, protection, tax allowances, business and personal finances… it can be hard to see how each piece connects. I help you step back and understand the whole picture, including how to structure things well for your family now - and for those who one day will inherit from you. Then we build a plan together that fits where you are now and where you want to go.

I’m a qualified financial planner with a Level 4 Diploma in Financial Planning (DipPFS), accredited through the Chartered Insurance Institute. What drives me is using my technical knowledge in a way that makes financial decisions clearer and more manageable for my clients.

Before moving into financial planning, I spent a decade in financial services - from corporate bonds to building and running my own business. That experience shaped my approach: staying calm, keeping things practical, and translating complexity into clarity so clients feel confident about their choices.

I support clients through every stage of life - from starting out and building financial foundations, to raising a family, preparing for retirement, and planning their legacy. I also work closely with business owners, helping align personal and business goals, structure income tax efficiently, protect the business, and plan for succession or exit.

Clients can expect a proactive and personal service. I work with clients both face to face, when practical, and remotely for convenience and flexibility.

Fun facts about me:

I started my early career in urban planning, which gave me an appreciation for how good structure and long-term planning shapes good outcomes. I’m also a qualified personal trainer and nutrition coach - training and nutrition are a real passion of mine. When I’m not working, you’ll usually find me in the gym, on a tennis court, or out on my motorbike.