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Menu
  • Home
  • About us
    • Our Chartered status
    • Awards and prizes
    • Serving our community
    • Our fees
  • What we do for...
    • Those approaching retirement
    • Those already in retirement
    • Members of the judiciary
    • Those building wealth
  • Why choose us
    • Our approach
  • Client stories
  • Meet the team
    • Jenni Turco
    • Alex Turco
    • Sioned James
    • Suraj Singh
    • Cerys Morgan
    • Jordan Bunt
    • Malcolm Winlow
  • Resources
    • Blog
    • FAQs
  • Personal finance portal
  • Contact us

Blog

Read the latest news, views, and expert analysis.

4 cultures that could teach you about embracing older age

Growing older can pose many physical, emotional, and spiritual challenges that are not always best supported by the society you live in. While no one culture has perfected the rite…

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Uncertainty drives record numbers to take out income protection. Here’s what you need to know

Figures from the Association of British Insurers (ABI) suggest a record number of families are taking out income protection to create a safety net. Read on to find out how…

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3 practical ways you could reduce your tax bill in retirement

The number of retirees who could face an Income Tax bill is expected to rise. If your total income could exceed tax thresholds, there might be some steps you can…

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A Lifetime ISA helps first-time buyers reach their goal 4 years earlier

If you or someone you know is saving a deposit to buy a first home, a Lifetime ISA (LISA) could be the key to reaching the milestone sooner. Yet, research…

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3 valuable pension lessons workers can learn from retirees’ regrets

2 in 5 UK retirees have retirement regrets, according to a Canada Life survey. If you’re saving towards your future, you could learn some valuable pension lessons and avoid repeating…

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Explained: When do you need to declare the interest earned on savings?

Rising interest rates have been fantastic news for savers. But it might have left you wondering if you need to pay tax on the interest you’ve earned, and how to…

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Guide: How to find purpose and get the most out of your retirement

Retirement might be a chapter of your life you’ve been looking forward to for years. Perhaps you’ve been daydreaming about how you’ll make use of the extra time, or you’ve…

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Bristol Cricket Club partnership

Positive Wealth Creation Ltd is pleased announce a partnership with Bristol Cricket Club for the 2024 season. Bristol Cricket Club runs mens and womens competitive league, cup, and friendly teams,…

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The art you must see to celebrate the National Gallery’s 200th anniversary

Did you know that the National Gallery turns 200 this year? Originally founded in 1824, the museum in Trafalgar Square, London houses an impressive collection of over 2,300 paintings. Displaying…

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Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

A will is an important way of outlining what you’d like to happen to your assets when you pass away. Yet, figures suggest will disputes are on the rise. If…

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How to beat the potential harmful effects of “loss aversion” on your wealth

“Loss aversion” is a type of bias that could affect how you manage your finances. It’s a concept that was developed by renowned psychologist Daniel Kahneman, who won a Nobel…

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3 useful options you may want to consider when passing on assets to your loved ones

There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors, from whether your loved ones…

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    01278 788646
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