01273 761220
October 29, 2026 in
Henry and Joanna Need a Bigger House
When the family outgrows the home, and the sums are not as simple as they look The conversation had been bubbling away over dinner for...
-
-
October 19, 2026 in
When the Cushion Moves: What Steadies a Portfolio When Bonds and Shares Fall Together
A follow-up to "The Quiet Cost of Borrowing": why diversification depends on the kind of shock, and what new research says about a third source of...
-
September 30, 2026 in
HMRC Joins the Family Tree
Why Brian and Carol's inheritance plan needs a rethink When we last saw Brian and Carol, they had sold the business, taken the long holiday...
-
September 14, 2026 in
Three Futures, and Why We Cannot Yet Say Which One We Are In
Most of what gets written about artificial intelligence and the economy falls into one of two camps. Either it is a modest technology that will, in...
-
September 11, 2026 in
Who Is Really Paying for the AI Boom?
We have written before about how concentrated an ordinary, diversified portfolio has quietly become in a handful of very large technology companies,...
-
September 2, 2026 in
The Permission Question
There is a question that comes up again and again in our conversations with clients, usually at the point where building wealth gives way to using...
-
August 26, 2026 in
The Quiet Cost of Borrowing: What UK Government Bonds Are Telling Us
For the better part of fifteen years, a UK government bond was a wonderfully calm thing to own. Interest rates had settled at levels not seen for...
-
August 14, 2026 in
Henry Makes Chief Actuary
The promotion he wanted, and the question he did not expect It has been a few years since we last looked in properly on Henry. Emma is at...
-
July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...