Rob Harris

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 background spans many years working with institutional clients, developing a strong foundation in investment markets, client servicing, and relationship management. I now apply that experience to personal financial planning, helping individuals and families navigate important financial decisions with confidence and clarity.

I provide clear, personalised, and regulated guidance across:
• Retirement planning, including pensions, SIPPs, and drawdown
• Investment management and long-term wealth planning
• Financial protection for individuals and families
• Ongoing holistic financial reviews as circumstances change

At Quilter, I’m proud to be part of a business that puts clients first and takes a long-term approach to investing and financial planning.

In my spare time I am an avid sports fan, especially football and F1. But the highlight of my day is taking my labrador for long walks in the countryside.

If you’d like to connect or have a complimentary conversation about financial planning, feel free to get in touch.