Latest News | Positive Wealth Creation

Your reviews have helped us become a Top Rated Firm

We’d like to say a huge thank you to all our clients for your ongoing support and the reviews you’ve left us on VouchedFor. Your reviews mean we are VouchedFor…

Guide – SMART goals: 5 steps to effective financial planning

Planning your finances without clear goals is like setting off in your car without a destination – you might be able to keep moving, but you can’t be sure you’re…

5 ways to keep learning throughout retirement

For most of our lives, education is often a means to an end. It’s how we gain qualifications, prepare for work, and advance in our careers. But learning new skills…

5 tips for overcoming the fear of investment uncertainty

Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a loss. While you can’t eliminate uncertainty from investing, there may…

The Capital Gains Tax essentials you need to know

The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years. According to a Telegraph article (11 December 2025), the Office for…

4 practical factors to consider before saving for retirement outside of a pension

More than half of UK pension savers are also building up retirement savings outside their pension, according to a MoneyAge article (22 December 2025). As pensions provide some useful benefits…

Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know…

How to be a successful investor: The importance of patience

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. The average investor might benefit from…

Your Spring Statement update – the key news from the chancellor’s speech

Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has addressed the House of Commons and delivered the government’s 2026 Spring Statement. Ahead of the Statement, Reeves…

01278 788646

enquiries@pwcltd.co.uk

Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 https://register.fca.org.uk.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at https://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Blog

Your reviews have helped us become a Top Rated Firm

Guide – SMART goals: 5 steps to effective financial planning

5 ways to keep learning throughout retirement

5 tips for overcoming the fear of investment uncertainty

The Capital Gains Tax essentials you need to know

4 practical factors to consider before saving for retirement outside of a pension

Explained: Why your pension could become liable for Inheritance Tax

How to be a successful investor: The importance of patience

Your Spring Statement update – the key news from the chancellor’s speech

Get in touch