Praveen Mahadani, MBA (INSEAD)

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 came to the UK almost 25 years ago from India to work in the ICT industry for financial services clients. As a family, while we had a comfortable life style, we had no savings even in to our early forties. Then I lost my job at the age of 45 due to redundancy. At that point, the only assets we owned were a mortgaged house and savings in a deposit account. We had no investments, no pension and no provision for replacing lost income. While I was lucky to find another job, this was a wake-up trigger for me to start thinking about financial independence for my family.

It is my mission to ensure that you do not suffer with the same handicap. I now help individuals & company directors build their wealth, plan for a comfortable retirement and pass on wealth to the next generation – in the most tax efficient ways possible. My client engagement approach is simple & jargon-free - enabling clients to navigate topics like investment strategies, tax-efficient savings and effective retirement & inheritance planning with clarity and confidence.

In my free time, you can find me volunteering with Age UK, in a yoga class or on a tennis court. I have a grown-up daughter as my only child, who finds me quite irritating. I live in outer London (Purely, Surrey) and advise clients in and around London & Surrey.