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Keep up to date with the latest from Stratagem Financial Planning. From wider industry updates to local news straight from our office, we'll keep you in the know.

31 Jul 2024 News

Investment market update: July 2024

In July, the markets were affected by general elections taking place in the UK and France, and the…
31 Jul 2024 News

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Failing to set out your wishes in a will could mean your assets aren’t passed on to the…
31 Jul 2024 News

Business owners: Discover the helpful benefits of offering a salary sacrifice scheme

A salary sacrifice scheme could provide a valuable boost for both employers and employees. So, if your business…
31 Jul 2024 News

Why tuning out political speculation may help you stick to your financial plan

In a historic victory, the Labour Party won a majority in the 4 July 2024 general election. After…
31 Jul 2024 News

How to boost your composure and reduce investing FOMO

Have you ever invested due to a fear of missing out (FOMO)? Fearing that you’ll overlook the next…
31 Jul 2024 News

Inheritance Tax: The basics you need to know about the “death tax”

Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and…
15 Jul 2024 News

Investment market update: June 2024

2024 is a historic election year – elections will take place in 50 countries. More than 2 billion…
15 Jul 2024 News

97% of fund managers believe uncontrolled climate change will affect investments

A survey has revealed that the majority of bank and fund managers believe that uncontrolled climate change will…
15 Jul 2024 News

How to effectively protect your finances from criminals

Identity theft is a significant problem in the UK. Indeed, Infosecurity Magazine reports that 4.3%…
15 Jul 2024 News

How to use life insurance to cover a future Inheritance Tax bill for your family

The amount the government collects through Inheritance Tax (IHT) is on the rise, and freezes to allowances mean…
15 Jul 2024 News

Higher-rate taxpayers: Beware of the 60% tax trap

The tapering of the Personal Allowance means some higher-rate taxpayers effectively pay an Income Tax rate of 60%,…
15 Jul 2024 News

Why the “4% rule” could put your retirement finances at risk

When you’re accessing your pension, it’s important to consider the sustainability of your withdrawals. You might have heard…

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Stratagem Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Stratagem Financial Planning Limited is entered on the Financial Services Register under reference 819330. Registered in England, Company number 11456453 Registered Office: 1 Park Lane, Poynton, Cheshire, SK12 1RD.

 

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1 Park Lane,
Poynton,
Cheshire,
SK12 1RD