Posts by Stratagem

5 questions to consider before you choose high-risk crypto investments

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4 practical reasons why business owners could benefit from a pension

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Why earning more than £100,000 doesn’t have to mean falling into a tax trap

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5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax

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Why you could benefit from reviewing your financial habits as you transition into retirement

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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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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.

 

If you wish to register a complaint, please contact David Shirley at david@stratagemfp.co.uk or on 01625 839 839.

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.