Dickinson Wealth Management Ltd

There are a range of services that can help support your finances in 2025 including: 💰 Investment planning 💰 Protection planning 💰 Retirement planning 💰 Mortgages and specialist banking 💰 Corporate services 💰 Intergenerational Wealth Management Make 2025 the year you work towards your financial goals 🚀 #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire

If one of your goals for 2025 is to have a good financial plan, you might want to consider reading this article which includes key points such as: ✨ Keeping track of key financial metrics such as sales, costs, profit and cash flow, and analysing them regularly, can help you ensure your business is in good health. ✨ This data can help you understand where you may need to make changes to improve profit margin or cash flow. Plus, if problems do arise, you can act quickly. ✨ When starting a business, you may hear about the importance of ‘telling your story in numbers’. This means understanding what drives your business by looking at its financial figures and communicating this effectively. This understanding is not just important to explain your financial position to lenders, investors or other stakeholders. It’s critical for running the business successfully long term. Find out more here: https://bit.ly/4fPVA8M #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire

In 2024, more than half the world’s population went to the polls and a record-breaking number of incumbents lost vote share. Over the past 12 months: 👉 The UK’s Conservative Party experienced its worst defeat since 1832 👉 Japan’s Liberal Democratic Party, which has governed almost continuously since 1955, lost its parliamentary majority 👉 India’s Bharatiya Janata Party, led by Narendra Modi, lost its majority but remains the dominant coalition partner 👉 The US saw Donald Trump and the Republican Party win a clean sweep of the popular and presidential votes, House of Representatives and Senate, defying a much-heralded close election. 👉 Hetal Mehta, Head of Economic Research at SJP, comments: “People have voted for change and, as such, we expect economic uncertainty to continue.” She notes in the case of the US, the economy was a central reason for the Republican sweep. Globally, news reports have also pointed to the economy and inflation as big factors in ousting those in power. But what does this mean for the markets? Find out via the link here: https://bit.ly/3BVzdkw #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire

Happy New Year to all of our clients and team! Wishing you all a happy, healthy and prosperous 2025! 😊 We look forward to being back in the office today and getting back to you about your financial needs! #happynewyear #wetherby #harrogate #leeds #yorkshire #westyorkshire

Merry Christmas to all of our wonderful clients and team! Wishing you a festive Christmas break with the ones you love! We are closed from 5pm today and will reopen at 9am on Thursday 2nd January 2025! We look forward to continuing to serve existing clients and welcoming new in 2025! #merrychristmas #wetherby #harrogate #leeds #yorkshire #westyorkshire

Most people are aware that income tax is charged at 0%, 20%, 40% or 45%, depending on how much you earn. The rates are slightly different in Scotland, but a 60% tax band doesn’t seem to exist – on paper. However, higher-rate taxpayers beware. If there’s one word to describe the UK tax system, it’s ‘complicated’. Regulations, as we saw in the Autumn Budget, can change frequently and even if you’re more informed than most, it’s easy to misinterpret the rules – and end up walking into a 60% tax trap without realising. So find out how to beat the 60% tax trap here: https://bit.ly/49IJhcZ #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire

Did you know, as well as offering our clients financial planning, we also pride ourselves on keeping our clients informed of the latest financial and economic issues. #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire

Gifting to employees this Christmas? You might want to give our latest article a read as it covers some of the main points around tax and gifting such as: - Gifting money or valuable assets this Christmas can make a real difference to the financial wellbeing and security of the whole family. - Tax-smart giving moves money across generations – as tax-efficiently as possible. - You can pick from cash gifts, gifts to trusts, children’s pensions or Junior ISAs, even helping pay for an upcoming wedding or civil partnership. Go Christmas shopping – without the crowds. Find out more here: https://bit.ly/3VwLx0W #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire

‘When can I afford to stop working?’ It’s the question most of us start asking ourselves, when we reach our fifties or sixties. There are now more families with several generations in retirement than ever before – making the need for financial planning even greater. None of us know for sure how long we might live – but the Office for National Statistics predicts that a 60 year-old man will live to an average age of 84 years old – with a one-in-four chance of living to 92. So, if you didn’t start saving early, is it too late to build up any kind of retirement fund or pension if you’re 60? Find out here: https://bit.ly/49pyjZD #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire

The answer? I take the time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations. #financialplanning #wetherby #harrogate #leeds #yorkshire #westyorkshire