07/04/2026
And just like that Tax Year End 25/26 is finished 🥳
It’s the busiest time of the year for us but also the time we can be the most effective for our clients by ensuring they make the most of their tax allowances!
Over the last 6 weeks we have:
⭐️ helped 18 clients make a lump sum pension contribution
⭐️ paid £243,477 into pensions
⭐️ those contributions have received £75,869 in income tax relief 🤯
⭐️ paid £108,000 into stocks and shares ISAs to grow free of tax
⭐️ used 5 full capital gains tax allowances totalling £15,000
And that’s not counting the 3 clients now successfully retired from this month following years of careful planning.
So while it’s been stressful at times (mainly due to me panicking that I’ve missed something because it’s going suspiciously smoothly 😅) we have done a great job and are giving ourselves a well deserved pat on the back!
I’m off for a week of school holidays now and will be refreshed and ready to start a new tax year next Monday- thanks all for your continued support, Mary ❤️