Sue Howlett

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’ve spent years helping business owners with their financial and operational goals, so it felt natural to expand into personal financial planning too. My focus is on building trusting, long-term relationships, always aiming for the best outcomes for you.

Through holistic planning I take a look at all aspects of your finances and the effect that will have on your life, not just for now but in the future. Being prepared is key to achieving your hope and dreams, and then protecting it for life's unexpected challenges.

I call a lovely smallholding in South Wales home, where I live with my husband, our sheep, horse, chickens, and a very lively border collie. Originally from Surrey, where I still have family and friends, I’m happy to work with clients in different areas, including South Wales, Herefordshire and Surrey.