Stevens Wealth Management Ltd

09/01/2026

What to Do Before Tax Year End 📅

With the tax year ending soon, now’s the time to review your finances. Make sure you’ve used your ISA and pension allowances; small contributions can make a big long-term difference.

A quick chat with an adviser can highlight opportunities you might miss on your own and give you confidence for the year ahead: https://www.stevenswealthmanagement.co.uk/advice-and-services/tax-year-end

The value of your investment can go down as well as up. You could get back less than you invested.

Stevens Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 25/11/2025

16/12/2025

We're excited to announce our office has relocated to the picturesque Broughton Hall Business Park in Skipton. We can't wait to start 2026 in our new premises and to invite our clients out to visit the estate.

Our office in Skipton town centre has served us well for the last 7 years but our new location offers more space for our growing team, full accessibility and plenty of onsite parking, in addition to the beautiful surroundings. Here's to the next chapter!

Our new office address is:
Ground floor (left)
North Barn
Broughton Hall Business Park
Skipton
BD23 3AE

09/12/2025

As Christmas approaches, consider a gift that keeps on giving. Gifting while living (rather than waiting until you've passed), could open many doors for those you love.

📖 Fund a private education
🏠 Support mortgage or debt repayments
👨‍💼 Encourage them to start a business
⚡ Help family pay their bills

What's even better?

1. You get to see them enjoy your gift during your lifetime
2. Reduce the size of your estate and Inheritance Tax (IHT) liability
3. Use your gift allowances before tax year-end

Take 4 minutes to read this and learn more:
https://www.stevenswealthmanagement.co.uk/article/detail/sjpp/a-christmas-gifting-that-keeps-on-giving.html

Imagine a Christmas present that could change someone’s future, make a dream come true or just help pay the bills. Here’s why gifting assets can be a tax win-win for everyone, and not just at Christmas.

17/10/2025

🎉 We’re officially 10 years old! 🎉

On 15th October, we celebrated our 10-year business anniversary — a whole decade of helping families, individuals, and business owners plan for brighter financial futures.

A huge thank you to our amazing clients, team members (past and present), and everyone who’s supported us over the years — we couldn’t have done it without you. 💛

You can read more about our story in the Craven Herald feature here 👇
🔗 https://www.cravenherald.co.uk/news/25526563.skipton-family-run-business-celebrates-10th-anniversary/

Here’s to the next 10 years of helping people achieve the financial future they dream of! 🥂

A SKIPTON family business is celebrating a special milestone this month, as the Stevens family marks 10 years of helping people plan for their…

22/04/2025

The UK is facing a growing retirement savings gap, and for many, the future may be far less secure than expected.

But there’s good news: it’s not too late. Practical steps today can help you improve your retirement outlook and bring you closer to achieving your goals.

“Our research into the financial health of the nation highlights how the level of engagement with retirement savings remains way too low. Most people lack a clear understanding of how much they need to put aside to fund a reasonable standard of living in retirement with many severely underestimating the amount of money required.” Alex Loydon, Director of Advice Policy and Operations, St. James’s Place

Take a look at the research to find out more:
https://lnkd.in/ek_amW_E

hashtag hashtag

27/11/2024

If you've found the Budget news a little overwhelming in recent weeks, we're here to help make sense of it. Contact us today to talk about what the Budget means for your finances.

Stevens Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 07/11/2024

02/04/2024

We know that family is the most important thing in your life. So, it’s good to know that, with the right advice, transferring wealth to loved ones can be easy – as well as rewarding.

Whether it’s helping your children onto the housing ladder, contributing to your grandchildren’s savings pots or a parent’s care fees, we can help you share your wealth whilst you’re still able to see the joy that it brings.

Plan for tomorrow, enjoy today. Contact us now for a no obligation chat: https://www.stevenswealthmanagement.co.uk/

Stevens Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 23/06/2023

28/03/2024

As the tax year-end approaches, don't forget about your ISAs. Whilst loading up your ISAs is crucial, let's not forget to pause and reflect. It is just as important to make sure that they are delivering the value you deserve: https://www.stevenswealthmanagement.co.uk/article/detail/sjpp/how-you-can-make-the-most-of-your-isas-before-tax-year-end.html

19/03/2024

We just received our copy of The Times Top Rated Financial Adviser Guide in the post from last week and we're proud to have Mark Stevens and Dean Brooks be featured again this year.

Thank you to each and every one of our clients for all the kind words they have written over the years - without them we wouldn't have hit this qualification 3 years in a row!

06/03/2024

Did you know... using all your pension and ISA allowances before this tax year-end (5th April) will bring your tax bills down?

This article is a 4 min read about just that:

https://www.stevenswealthmanagement.co.uk/article/detail/sjpp/using-pensions-and-isas-to-reduce-your-tax-bill.html

Many of us will face bigger tax bills this year. With the personal allowance frozen until 2027/28, plus the additional rate threshold dropping to £125,140, taxes will increase by £40 billion by 2028, according to the Institute for Fiscal Studies.2