Posts by Stratagem

Investment market update: June 2024

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

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How to effectively protect your finances from criminals

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

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

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

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What the 2024 general election could mean for your finances

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Here’s how rising interest rates have affected the property market

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3 practical ways you could reduce your tax bill in retirement

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Why “safety in numbers” might not apply to investing

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Investment market update: May 2024

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Making your present part of your financial plan could enhance your life

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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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Please be assured we treat complaints seriously. A summary of our internal complaints handling procedures is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.