Looking for specialist pensions
If you’re a business owner, you may be looking for more flexibility with your pension, or wondering if you can utilise it for support in other areas.
We’re experts in helping people get more from their pensions to drive their business forward.
SIPP or SSAS? We’ve got you covered
There’s a common misconception that your pension is solely to provide for your retirement, and it has no short or medium-term benefit to you and your business. But some pensions can provide additional advantages, particularly if you’re looking to take the next step and expand your premises.
We help business owners explore their pension options and devise a strategy that enables them to pursue their goals. It might be building up the necessary funds to purchase commercial premises, both with and without borrowing. It could be simply ensuring you benefit from all the relevant tax planning opportunities, so you can withdraw profits in the most efficient way.
With specialist pension advice, you can be confident that smart financial management always stays at the centre of your plans, and that your business journey can progress in a way that works for you.
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Understand what’s right for you
Whether it’s a self-invested personal pension (SIPP) or a small self-administered scheme (SSAS), we’ll explain the pros and cons of your options so you can make an informed decision.
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Support with business expansion
Looking to purchase a business property? We’ll work with you to ensure your pension can be used to fund your new premises.
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Tax planning
We’ll make sure you’re making the most of any applicable tax reliefs and exemptions, so you can get the most out of your scheme.
Hear from the people in-the-know
Stratagem has given me an extra level of confidence that I can retire early.
I feel completely and utterly reassured about my financial future.
Working with Stratagem gives me the confidence that my investments are being well looked after.
I am happy with the advice I have been given and the income I receive. David always replies to messages and aims to help as much as he can. I feel very supported.
Paul is very friendly, personable, very easy to work with and helps me to understand the detail. The online service provided to track and monitor performance of the investments is also excellent. I am extremely happy with the overall service.
Stratagem explain everything clearly to me and are very patient with my questions. They respond to phone calls and emails promptly and give me regular updates. I would have no hesitation in recommending them.
Paul outlined the financial implications, rules and regulations around pensions in a way that made it easy to understand, providing me with an in-depth forecast that helped me greatly in making my decision.
Gareth was recommended to me. I liked his detailed approach to my circumstances. He always fully explained the advice he put forward in a way that my wife and I could understand.
Paul undertook a complete review of our situation and advised on possible solutions. We most definitely have seen the outcome we were hoping for through working with him
