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Tax Year End – 2022/23

By January 27, 2023No Comments

This update is simply a quick reminder to you that the tax year end 5th April 2023 is edging ever closer, at the time of writing, only 49 working days remain to take action.

I have uploaded a brief video outlining the main areas to consider (it is only 3½ minutes long). To access the video please click here.

The tax year end is always an extremely busy time with many people requiring our help and advice. If you are able to take action in good time, then please do so as this will be a big help to us, and alleviate the pressures and problems that we commonly see as the tax year concludes.

Please do feel free to contact your usual Cullen Wealth consultant if there are any items you wish to discuss.

 

We’re one of the UK’s top 5 wealth managers

We are absolutely delighted to announce that Cullen Wealth has been crowned a top 5 firm in this year’s FTAdviser Top 100 Financial Advisers list.

FTAdviser’s annual rankings name the country’s leading 100 financial advice firms. This is Cullen Wealth’s fifth consecutive year in the FTAdviser Top 100. Each year we have built on the success of the previous year, climbing to the top 20 in 2022, and rising into 5th place this year.

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