Shirley Hook-Pattison
Independent Financial Planner
Your Future - Our Business

Are you looking for precise, accurate, truly independent financial advice?

If so, look no further.


The Oxfordshire Office.

The end of the tax year.....
Mar 18, 2014

It’s that dreaded time of the year again, but it doesn’t have to be so gloomy…

The end of the tax year, 5 April, is also my husband's birthday, so is a time for celebration in the Hook-Pattison household.  We normally go away for a few days for both our birthdays, which are a fortnight apart.  He chooses for me and I for him.  Now I can't tell you where he's going this year, or even drop a hint, in case he reads this!

Tax year planning bicester

What I can tell you however, is that the end/beginning of the tax year is a good time to review your finances.  Are you paying as little tax as you can?  Have you maximised your ISA allowance of £11,820 this year, and paid as much as you could afford into your pension?  For those of you who haven't got a pension, start one now.  

Don't forget that every time you pay in, the Revenue also contributes at your highest rate of tax, and getting something from the Revenue can only be good news.  Have you also made full use of your Capital Gains Tax allowance?  This is one that is sometimes forgotten, but if you have Unit Trusts/OEICs/Investment Accounts or shares, there is an opportunity to take a profit without paying tax.  If you are unsure about any of these allowances, or how to make use of them, do please get in touch with me.

And when 6 April and the new tax year dawns, you can start all over again.  I shall be back at work after helping my husband to celebrate his birthday, ready and willing to offer advice.  Please remember that I am Bicester's only female Independent Financial Adviser with access to the whole of the market.  I don't just advise on pensions and investments, but on the whole range of financial products:

You can contact me directly on my website here  or contact me directly here: 01869 247995 | 07736 105865 or via


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