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MWA News
Recent Insights
Too Much Safety, Not Enough Growth
Most people know they should invest more, but they don’t, and the reason is rarely about money.
Investment market update: July 2026
Ongoing conflict in the Middle East and investor concerns that technology companies are overvalued continued to affect market performance. Find out what other factors may have impacted your investment portfolio in July 2026.
4 destinations that are perfect for exploring this autumn
Travelling during September and October can be a quieter time of the year to visit certain destinations. Discover four perfect places you could try this autumn
The case for investing in climate adaptation
The impacts of climate change are becoming increasingly visible, from soaring temperatures to devastating floods. While climate mitigation remains important, some experts are urging governments and businesses to expand their focus to include adaptation.
4 estate planning lessons you could learn from J.R.R. Tolkien’s legacy
J.R.R. Tolkien wrote stories that captured the imagination of millions. But his meticulous estate planning can also teach us four important lessons.
Why spotting a financial scam could be harder than you think
Most people are confident they could spot a scam if they were targeted. However, it could be more difficult than you think, especially as fraudsters are increasingly using sophisticated techniques to mislead victims.
2 upcoming ISA changes you should be aware of
Key changes are being made to ISAs in April 2027, and they could affect how you use the tax-efficient wrapper. To cut through the sometimes confusing headlines, we explain the two changes you should be aware of.
To DIY, or not to DIY, that is the question
The benefits of letting the experts do the work for you can be bigger than you might think
Guide: The pros and cons of investing in buy-to-let
Buy-to-let property may seem like an attractive asset to invest in. However, there are lots of important areas to consider, from how it could affect your tax liability to your responsibility as a landlord. Read this useful guide to discover important questions to answer before you purchase a buy-to-let property.
Investment market update: June 2026
Markets continued to be affected by ongoing conflict in the Middle East and technology stock volatility in June 2026. Find out what else may have affected the performance of your investments.
5 fantastic reasons to make volunteering part of your retirement plan
Volunteering can be a fantastic way to help others while gaining a new sense of purpose in retirement. Discover five compelling reasons to get involved.
The £12.3 billion cost of delaying estate planning
Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.
What does a change in prime minister mean for your finances?
On 20 July, Andy Burnham became the UK’s next prime minister. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Find out what it could mean for your finances.
How a cashflow model could provide clarity about your retirement income
Working out what your income might look like in retirement can be challenging. It may feel like there are too many uncertainties to consider, such as how your investments perform and how long you live. Find out how a cashflow model can remove the guesswork and provide the clarity you need to feel confident about the future.
Is it time to review your engagement with financial advice?
Many people don’t want to engage with finances because it can seem scary or dull. Yet, financial planning is about far more than numbers, including what brings you joy and the future you’re looking forward to. Read on to discover how financial advice can be different from how some people perceive it to be.
Investment market update: May 2026
There were highs and dips in the investment markets in May 2026. Discover some of the factors that may have affected your portfolio’s performance.
3 tips for using AI responsibly to amplify your abilities
When used correctly, AI can be a powerful tool for enhancing your knowledge, creativity, and productivity. Learn three tips for using AI effectively and amplifying your skills.
Why earning more than £100,000 doesn’t have to mean falling into a tax trap
A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional tax charge.