THE WIRE
WINTER 2024

Welcome to the Winter Edition of The Wire
As the days grow shorter, fires crackle, and the first year’s frosts blanket the ground, change is in the air — most notably with Rachel

Are you underinsured – and what to do about it?
The value of the luxury and high-cost items you own isn’t static. Instead, the monetary worth of everything from your house and your watch to

What tennis’s “Big Three” can teach you about equity investing and your retirement
Back in 2003, as greats like Pete Sampras and Andre Agassi were nearing the end of their careers, a new name was etched onto a

Two mortgage case studies highlighting how we go the extra mile to find the right solution for you
Case study 1 – The benefits of joint-borrower-sole-proprietor mortgage At a glance: Our client is a father in his mid-70s with non-conventional provable income by

How a JISA investment could help your child become an ISA millionaire in just 5 years
Providing your child or grandchild with a solid start in life might be one of your main financial goals. If so, you’ll want the foundation

5 important steps HNW individuals should take before tax year end
HMRC figures confirm that more than 4,750 Brits spent last Christmas Day filing their tax return. Whether you’re worried about self-assessment or tax-year end, it’s

Could expert tax advice prevent a UK millionaire exodus?
Pre-budget analysis from the Adam Smith Institute predicts that the share of the UK population who are millionaires may fall by as much as 20%
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