Quilter

What does tax year end mean for you?

Get your finances ready for 5 April

Hi [NAME]

I have good news and bad news about the tax year end on 5 April…

The bad news? There’s a chance you’ve been missing out on opportunities to maximise your pension and savings. But the good news is you can now make sure you’re taking advantage of them in the future - and could even claim back money yourself.

When it comes to tax year end, knowledge is power. In a review, I can help you check your current situation and identify opportunities you may not be aware of. For example, you might want to:

Put your savings to good use by maximising the ISA and Junior ISA allowances for you and your family

Offset your income tax with pension contributions or charitable GiftAid

Make the most of your capital gains and dividends tax-free allowances

There’s still plenty of time to get more confident that you’re ready for 5 April. Find me at www.quilter.com/name-surname and let’s get your review in the diary.

Looking forward to hearing from you.

Kind regards,/Yours sincerely,

[NAME]

The Financial Conduct Authority does not regulate on taxation advice.

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Approver Quilter Financial Services Limited, November 2025.