Things to consider:

  • Topping up your pension contributions
  • Using your Dividend Allowance
  • Inheritance Tax planning
  • Using your Capital Gains Tax annual exemption
  • Taking advantage of tax-efficient investments such as ISAs, JISAs, Venture Capital
  • Trusts and Enterprise Investment Schemes.

And did you know, you can even contribute to a pension for your children? 

Even if you’re not in a position to fully utilise ISA or JISA subscriptions, or pay the maximum into your pension, for example, every little counts and will make a difference over time; a step toward securing your financial future. 

Watch our video, read our guides 

We have produced a video to help remind you, and anyone you know, of the importance of acting now. Or, you may prefer to read our guides. 



Get in touch 

Whatever your circumstances, don’t hesitate to get in touch. If you already have a Tenet Financial Services adviser, we’ll be happy to arrange a meeting or a call. If you don’t have a Tenet Financial Services adviser, we’ll be happy to appoint one. We can help you take control, plan ahead and stand you in good stead to improve your financial wellbeing.  

The value of investments and income from them may go down. You may not get back the original amount invested. A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. 

Download and read our guides

End of Tax Year Guide

Download your copy

ISA Guide

Download your copy

Pensions Guide

Download your copy

Tax Guide

Download your copy

Contact us today

At Tenet Financial Services you can rest assured that you will get financial advice that’s tailored to you, your individual needs, goals and aspirations for the years to come

If you’d like to find out more about us and the financial advice we provide, please call 0333 222 4483, email or complete our contact form below and we’ll get in touch with you.

NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy or contact our Leeds office.

Contact Information

Tenet Financial Services
5 Lister Hill
LS18 5AZ


Phone: 0333 222 4483
PROVIDERS: This email address is not for provider use. If you are a product provider and do not have an email address for the adviser you need to contact, please call 0333 222 4483.