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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.

6 estate planning lessons you could learn from the Murdoch family dispute

The Murdoch family’s messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing headlines. While your affairs might not be in…

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The potential perils of accessing your pension at 55

Reaching the minimum pension age and being able to access your retirement savings might mean new possibilities opening up. You may start thinking about giving up work, withdrawing a lump…

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How to reduce your Capital Gains Tax bill in 2025

A combination of rising rates and panic ahead of the current government’s first Autumn Budget has led to HRMC collecting a record amount in Capital Gains Tax (CGT) towards the…

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3 retirement financial shocks that could affect your finances

Those who have retired or are nearing the milestone are consistently overlooking the risk of financial shocks when compared to other generations, a survey published in PensionsAge in December 2024…

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Business owners: 5 reasons you could benefit from saving into a pension

Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re financially secure now and in the future. Yet, focusing all your attention…

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Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind…

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5 ways financial planning could help you emotionally prepare for retirement

While financial challenges often come up when those nearing retirement are asked about their concerns, emotional obstacles could be just as important. A financial plan might include looking at areas…

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How “snowballing” your investments could boost your long-term returns

“Snowballing” could help your money grow at a faster pace when you’re investing over a long-term time frame. Imagine you’ve made a snowball and you’re rolling it through more snow…

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State Pension: Everything you need to know in 2025/26

For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State Pension or it’s still some years away, here’s what you…

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How to stop following the investment crowd and stick to your strategy

We’re only weeks into 2025, and it’s already been one filled with market volatility and uncertainty. At times like this, being part of a crowd might feel comforting, but following…

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Guide: 7 allowances you might want to use before the end of the 2024/25 tax year

When a new tax year starts, many allowances reset. So, checking if you could use these valuable allowances before 5 April 2025, when the 2024/25 tax year ends, might help…

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Happy New Year: we are carbon neutral for 2024

Happy New Year from Positive Wealth Creation Ltd As in previous years, we have measured the 2024 carbon emissions of the business. Whilst we continue to take steps to mitigate…

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Get in touch

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    01278 788646
    enquiries@pwcltd.co.uk

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