Posts by Stratagem

5 crucial things you need to understand before considering crypto

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How the value of your estate affects a key Inheritance Tax allowance

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Powerful reasons to plan how to use your 2026/27 allowances and exemptions now

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How to take a career break and keep your pension on track

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Why doing nothing might be the hardest investment strategy to follow

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How to really sell a business

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How to plan for retirement as a small business owner

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The importance of managing your pension withdrawals to protect your retirement lifestyle

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Should you delay your State Pension? The pros and cons explained

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What past market volatility has taught us about investor behaviour

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4 ways you could pass on wealth and protect your chosen family

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Balancing your goals: 3 options for short-term savings

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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.