MWA Financial Advice

MWA Financial Advice A team of independent financial advisers who support you to achieve your financial and life goals.

Delays in estate planning could cost UK families £12.3 billion when changes mean pensions will form part of your estate ...
07/09/2026

Delays in estate planning could cost UK families £12.3 billion when changes mean pensions will form part of your estate next year, according to a report covered by Today's Wills and Probates.

Under the current rules, most pension wealth sits outside your estate for Inheritance Tax purposes.

However, for many pension holders, that will change on 6 April 2027, as most pensions will be included in Inheritance Tax calculations.

Read our blog, linked below, to learn more about the upcoming changes and how you can pass on your wealth to your loved ones tax-efficiently.

https://www.mwafinancialadvice.co.uk/news/the-123-billion-cost-of-delaying-estate-planning

Just one in five people with a defined contribution pension understand what retirement income they can expect, according...
04/09/2026

Just one in five people with a defined contribution pension understand what retirement income they can expect, according to research findings published by IFA Magazine.

This uncertainty could leave you worried about your long-term financial security and unprepared for what lies ahead.

That's where financial planning comes in.

Read our blog, linked below, to find out how a financial planner can use cashflow modelling to give you a clear picture of your retirement income and help you plan for the future you want.

https://www.mwafinancialadvice.co.uk/news/how-a-cashflow-model-could-provide-clarity-about-your-retirement-income

Do finances seem scary or dull to you?When faced with these negative emotions, it's easy to avoid engaging with your fin...
02/09/2026

Do finances seem scary or dull to you?

When faced with these negative emotions, it's easy to avoid engaging with your finances to keep that sense of comfort.

However, never confronting your fears and learning how to deal with your finances could mean that you're not making the most of your wealth in the long run.

Read our latest case study, linked below, to discover how you can start engaging with your financial plan after ignoring it for so long.

https://www.mwafinancialadvice.co.uk/news/is-it-time-to-review-your-engagement-with-financial-advice

If you're yearning for an adventure in retirement, this chapter of your life doesn't have to mean putting your feet up a...
31/07/2026

If you're yearning for an adventure in retirement, this chapter of your life doesn't have to mean putting your feet up and embracing a slower pace of life.

Whether you're keen to explore new destinations or try your hand at a new activity, there can still be adventures around the corner.

To discover 6 ways you could embrace adventure in retirement, click the link below.

https://www.mwafinancialadvice.co.uk/news/how-to-continue-embracing-adventure-in-retirement

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