Posts by Stratagem

Retirement planning: Should you consider a phased retirement?

Investment market update November 2023

Why joining the “5 am club” could boost your productivity and wellbeing

Cost vs value: What’s the difference when you’re making a financial plan?

The families of 6 in 10 over-75s could face challenges if they lose mental capacity

3 useful ways regular financial reviews could help you reduce behavioural bias

Everything you need to know about the 2023 Autumn Statement

5 valuable reasons planning with your partner could cut your tax bill

Don’t overlook trusts, they could be a useful way to pass on wealth

4 annuity myths that could mean you’re missing out on security in retirement

5 practical steps you could take this year if you want to retire in 2024
