Latest News | Positive Wealth Creation

Outstanding Contribution to the Profession

We are thrilled to announce that our founder, Jenni Turco, has been shortlisted as a finalist in the "Outstanding Contribution to the Profession" category in the 2024 Professional Adviser Women…

News from the team

We are delighted that Suraj Singh has completed his Regulated Diploma in Financial Planning and now uses the designation "Dip PFS" recognising his membership of the Personal Finance Society by…

What a Labour government could mean for your finances

In a decisive and historic victory, the Labour Party won the 2024 UK general election with a significant majority and Keir Starmer has become the UK prime minister after 14…

Guide: How an Olympic mindset could help you manage your finances effectively

What makes an Olympian? Natural talent or the hours put into training might be the first things that come to mind. However, their approach and mindset play an important role…

15 delicious and unique afternoon teas to enjoy across the UK

Tearooms across the UK are preparing to take part in this year’s Afternoon Tea Week, which takes place between 12 and 18 August 2024. The celebration of the fantastic British…

How to effectively protect your identity and your finances from criminals

Identity theft is a significant problem in the UK. Indeed, Infosecurity Magazine reports that 4.3% of the population – that’s 1.9 million Brits – had their identity stolen and used…

How to use life insurance to cover a future Inheritance Tax bill for your family

The amount the government collects through Inheritance Tax (IHT) is on the rise, and freezes to allowances mean it’s expected to increase further. If your family could face a bill…

Higher-rate taxpayers: Beware of the 60% tax trap

The tapering of the Personal Allowance means some higher-rate taxpayers effectively pay an Income Tax rate of 60%, sometimes without realising. Fortunately, if you’re affected, there could be ways to…

78% of retirees could be missing out on investment returns by accessing their pension early

According to research from Scottish Widows, more than three-quarters of retirees could be missing out on potential investment returns by accessing their pension before their retirement date. Understanding the implications…

The value of financial planning: How it could help you achieve your aspirations

Often one of the biggest benefits of a bespoke financial plan is that it allows you to devise a blueprint to follow, with your goals placed at the centre. It’s…

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Blog

Outstanding Contribution to the Profession

News from the team

What a Labour government could mean for your finances

Guide: How an Olympic mindset could help you manage your finances effectively

15 delicious and unique afternoon teas to enjoy across the UK

How to effectively protect your identity and your finances from criminals

How to use life insurance to cover a future Inheritance Tax bill for your family

Higher-rate taxpayers: Beware of the 60% tax trap

78% of retirees could be missing out on investment returns by accessing their pension early

The value of financial planning: How it could help you achieve your aspirations

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