Balaram Dash

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.

With over three decades of comprehensive knowledge and experience ranging from regulatory financial advice to insurance policy administration, technology, and regulatory compliance, I also, in past, held a Senior Manager Function (SMF) role as Director in a directly authorised Independent Financial Advisory (IFA) firm and served as Head of IT & Operations in a life office in the UK. Currently working as a Financial Planning Consultant with Quilter Financial Advisers.

Based in Harrow, North West London for face-to-face meetings or can work remotely via phone or video calls depending on the client's preferences and conveniences.