Simon McCann

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 became a Financial Adviser as I see Financial Planning as purposeful work that makes a BIG difference to peoples quality of life in retirement. I’ve worked in finance for just under 30 years but was mostly unaware of tax efficient investment options from my employers, the tax I’d pay in retirement as well as the fees I was paying until I left the City to become a Financial Adviser.

Most of my clients are in the same boat re pension investing when I meet them regardless of the sector that they work in so I mainly help my clients understand how to maximise opportunities, mitigate risks and minimise tax bills when investing for retirement. I like to think that they can outsource their medium to longer term financial worries to me so that they don't have to worry about it on a daily basis. I start with what they imagine retirement to look like and work backwards to deliver a financial outcome as close to their vision as possible.