Sam Baldwin

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’m a financial adviser here to guide you through the sometimes complex world of financial planning. I hold the CII Level 4 Diploma in Regulated Financial Planning, specialising in areas such as investments, pensions, protection, and personal taxation.

I believe in building meaningful, long-term relationships with my clients. By truly understanding your personal and financial circumstances, I’m able to provide tailored advice that aligns with your unique goals. I work with you every step of the way, simplifying complex situations and helping you stay on track throughout your financial journey.

Outside of work, I’m passionate about fitness, running trails, and travelling. I enjoy staying active and seeking out new experiences and new adventures, whether it's exploring different parts of the world or discovering new cultures.