Posts by Stratagem

9 stunning beaches to explore in the UK this summer

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Should you choose a Cash or Stocks and Shares Junior ISA for your child?

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Could Labour break a “50-year tax taboo” to cut borrowing?

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How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

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4 steps that could recession-proof your retirement

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How technology could be harming your investment decisions

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What does “diversified” mean when you’re investing?

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5 shrewd ways to avoid paying tax on your savings

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Landlords, could your loved one face a tax bill if they inherit your portfolio?

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4 useful insights from a decade of Pension Freedoms

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Key financial planning challenges couples face and how we could solve them

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Why investor fear and anxiety play a role in market volatility

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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.

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