MKC Wealth

25/08/2026

London! 📢 We’re hosting a complimentary seminar focused on helping you safeguard your wealth, make informed financial decisions and plan confidently for the years ahead.

Hosted by our Financial Planners Emyr Blease and Lauren Ferreira, alongside Abigail Bird, Head of Legacy at Laurus, a leading law firm recognised by Chambers & Partners and The Legal 500, this practical session will explore some of the key considerations shaping wealth and estate planning today.

As changes to pension inheritance tax rules approach, now is an important time to consider what they could mean for you and your family. Our experts will break down the changes, discuss ways to manage potential tax implications, and explore how effective trust and estate planning can help preserve your wealth and protect the legacy you’ve worked to build.

You’ll leave with clear, practical guidance, expert perspectives and real-world examples to help you make more informed decisions about your financial future.

Taking place at Senator House in St. Paul’s, the seminar will feature expert presentations, a live Q&A, and a light lunch with refreshments. There will also be an opportunity to arrange a one-to-one consultation to explore your individual circumstances in more detail.

The event will conclude at 2pm.

Places are limited, so secure your place via our upcoming events - link in bio!

17/08/2026

Join us for a complimentary seminar designed to help you protect your wealth, plan with confidence and prepare for the future.

Hosted by our Financial Planners Emyr Blease and Mark Stewart BSc (Hons) DipFA, alongside Abigail Bird, Head of Legacy at Laurus, a leading law firm recognised by Chambers & Partners and The Legal 500, this practical session will explore some of the key considerations shaping wealth and estate planning today.

With upcoming changes to pension inheritance tax rules, understanding how your wealth could be affected - and the steps you can take now -has never been more important. Our experts will explain the changes, explore ways to manage potential tax liabilities, and highlight how effective trust and estate planning can help protect your wealth and the legacy you leave behind.

You’ll come away with practical strategies, expert insights and real-life examples that bring effective financial and estate planning to life.

Held at Hotel du Vin, Wi******er, the event will include engaging presentations, a live Q&A and a light lunch with refreshments. You’ll also have the opportunity to arrange a one-to-one consultation to discuss your own circumstances in more detail.

The event will conclude at 2pm.

Places are limited, so secure your place via our upcoming events - link in bio.

Note: we also have one in London on the 9th October. Further details also via upcoming events.

29/06/2026

Behind every successful financial planning business is a dedicated compliance team working tirelessly to uphold the highest standards for our clients and colleagues.​

We're delighted to celebrate the recognition of Morven Grierson, who has been featured in the ICA's 25th anniversary publication. This well-deserved acknowledgement reflects not only Morven's expertise and commitment, but also the invaluable work carried out by our compliance team every day.​

Their dedication, professionalism and attention to detail help ensure we continue to deliver trusted advice with confidence and integrity.​

“Compliance will continue to evolve towards a more predictive, data-driven and judgement-led function. At the same time, AI governance is becoming a core part of the compliance agenda. Issues such as data quality, model oversight and ethical use are already emerging as key areas of focus, particularly given the potential impact on client outcomes. The ICA has an important role to play in supporting this transition. Equally important is the role it plays in bringing professionals together, because as the role becomes more judgement-based, the ability to share experience and perspective becomes increasingly valuable.” - Morven Grierson

26/06/2026

Women in Financial Advice Awards 2026​

We are delighted to celebrate the incredible achievements of our team members who have been nominated for the Professional Adviser Women in Financial Advice Awards 2026.​

🎉Congratulations to:​

Morven Grierson• Role Model of the Year (Medium Firms)• Outstanding Contribution to the Profession​

Sarah Waring• Role Model of the Year (Medium Firms)​

Amy Myall• Marketing Influencer of the Year​

Lauren Ferreira• Rising Star (Advice)​

Kate Manifold• Financial Adviser of the Year (North West)​

Minna Panahinejad• Financial Adviser of the Year (London)​

Chanel Van der Merwe• Rising Star (Non-Advice)​

Vicky Baldwin• Woman of the Year – In-house Adviser Support (Small/Medium Firms)​

Jenny Swindells• Woman of the Year – Paraplanning​

Julie James• Team Leader of the Year (Medium Firms)​

These nominations are a testament to the talent, dedication and impact each individual brings to our clients, colleagues and the wider profession every day. We are incredibly proud to see their hard work and commitment recognised at a national level.​

Congratulations to all the nominees, and best of luck at the awards!​

23/06/2026

Join us on 8th July 2026 in Brentwood for our upcoming Financial Planning on Divorce Seminar.

Our Professional Services Team will be covering key pension topics affecting family lawyers, including offsetting (PAG2 & Duxbury), recent case law and Ombudsman decisions, public sector scheme implementation including McCloud, pension apportionment methods, and implementation timelines.

The session will also include a quick-fire update on practical issues such as scheme administrator transfers, crystallised vs uncrystallised funds, drawdown valuations, cash equivalent fluctuations, in specie transfers, death benefits, and more.

A great opportunity to stay up to date on pension matters and discuss challenges with pension experts.

Date: Wednesday 8th July 2026

Time: 9.30 to 11.00 (arrive at 9am for teas / coffee and registration)

Location: Holiday Inn Brentwood, Brook Street, Brentwood, CM14 5NF (M25, Junction 28)

For more information and to register – click here: https://mkcwealth.com/financial-planning-on-divorce-update-2026/

10/06/2026

On Friday the 3rd of July, some of the MKC Wealth team will be taking on the challenge of climbing Mount Snowdon to raise funds for our three incredible charity partners: Just Finance Foundation, Spark Youth, and St Mark's Debt Advice Centre ( https://www.communitymoneyadvice.com/centre/st-marks-debt-advice-centre-chester )

We'll be lacing up our hiking boots and heading for the summit in support of organisations that help people build financial resilience and overcome some of life's toughest challenges.

Just as climbing Snowdon requires determination, preparation, and support, navigating personal finances and overcoming debt can often feel like a mountain to climb. No one should have to face that journey alone.

Every step we take up the mountain will help raise vital funds for these charities and the life-changing work they do. But we can't reach our fundraising goal without your support.

Please consider sponsoring our climb and cheering on the MKC Wealth team. Your donation will help provide financial education, mental health and enterprise support, and debt advice for people who need it most.

If you'd like to support us, please donate here: https://www.justgiving.com/crowdfunding/mkcwealth-snowdon-2026?utm_medium=CF&utm_source=CL

Thank you for helping us make a difference.

11/05/2026

07/05/2026

MKC Invest is cutting UK gilts and boosting exposure to emerging market debt, citing rising UK-specific risks. It’s adding M&G and Legal & General emerging markets bond funds, highlighting stronger yields, diversification and improving fundamentals.


You can read the full story here: https://mkc-invest.com/insights/mkc-cuts-gilts/?_gl=1*1q4inl7*_up*MQ..*_ga*NzM5NjIyNDI4LjE3Nzc5OTk3OTI.*_ga_QT037TP9GZ*czE3Nzc5OTk3OTEkbzEkZzEkdDE3NzgwMDAxMjUkajYwJGwwJGgw

The value of investments can go down as well as up, and you may get back less than you invest.

MKC Invest, the investment arm of MKC Wealth, has cut its holdings in UK gilts and increased its weighting in emerging market debt across its portfolios.

07/05/2026

And finally - the MKC Invest brand refresh is here! 🚀

It’s introduced a bold new look: deeper purples and blues for focus and discipline, with electric violet adding energy and momentum.

Some portfolios follow the market. Theirs are built to think about it.

MKC Invest designs and manages model portfolios for clients working with our financial planners, combining disciplined thinking with a global perspective.

The new website brings this to life with a sharper, clearer design.

Take a look yourself here: https://mkcinvest.com

23/04/2026

Join us for an insightful and practical complimentary seminar focused on protecting and planning your financial future.


Hosted by MKC Wealth Financial Planners, Emyr Blease and Lauren Ferriera, alongside Rebecca Huscroft, Founder and Estate Planner at iform, the session will cover key updates to pension inheritance tax rules, explore how to manage potential tax liabilities, and highlight the importance of trust and estate planning in safeguarding your wealth. You’ll also gain practical strategies and real-life examples to help bring effective planning to life.


On the day, enjoy engaging presentations, a live Q&A, and a light lunch with refreshments at the historic and prestigious Leander Club. There will also be the opportunity for a 1-to-1 consultation, with event concluding at 2pm.


Spaces are limited, so be sure to secure your place via our upcoming events: https://mkcwealth.com/events/