Leanne Infante

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 - equating to millions of pounds a year.¹

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. Did you know, for instance, that only 1 in 7 savers fully use their ISA?² Or that you could be one of the 2m couples³ who aren’t making the most of their marriage allowance?

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.

For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.

¹ Source: https://www.thetimes.com/money-mentor/pensions-retirement/how-to-claim-higher-rate-tax-relief-on-pension-contributions-in-the-uk

² Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/

³ Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17 December 2024.

It might be life changes that come with uncertainty, family planning or looking ahead to help shape retirement. I work across all areas and focus on you as an individual to help meet your needs and goals. My aim is to create strong, long-term relationships that pass through generations, helping families to create a legacy for years to come.

Outside of financial services, you will find me keeping active through Rugby and CrossFit. A challenge is something I crave, so who knows what is next on my list. I also love spending time at home with my husband and dog, Tess.