Latest News | Positive Wealth Creation

Here’s why pension reforms mean you might want to reconsider your retirement plan

Government changes to when pensions are taxed may mean you could save far more tax-efficiently for your retirement. If a potential tax bill influenced your current retirement date, it might…

Financial security is the most important retirement goal for 9 in 10 Brits

When you think about the most popular retirement dreams, an adventurous cruise or having time to put your feet up might come to mind. Yet, a survey found the most…

Guide: 7 useful questions if you plan to take a flexible income from your pension

When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access…

Quilts & More!

We are pleased to sponsor the 2023 Quilts & More festival. Taking place on Friday 29th and Saturday 30th September at Our Lady & The English Martyrs Church in Burnham-on-Sea.…

Sioned WINS!

We are so thrilled for our colleague Sioned James who won the emerging category award at the 2023 Verve Awards. Taking place in central London at the Evolution 2023 conference,…

10 magical life and money lessons you can learn from Disney

The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce…

7 useful tips for embracing the circular economy at home

Did you know the UK generates more than 220 million tonnes of waste a year? Of that waste, around 44% is recycled, but a large proportion goes to landfill. Read…

Should you take your pension tax-free lump sum to kickstart retirement?

When you access your pension, you can often take a tax-free lump sum. While this may seem an attractive way to fund your early retirement plans, there are some essential…

Why soaring interest rates are affecting national debt and could mean tax rises

High inflation and rising interest rates aren’t just affecting households, they’re affecting the UK’s public finances too. Forecasts suggest the government may need to implement tax rises to avoid debt…

7 practical reasons to make a Lasting Power of Attorney now

A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a…

8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

A combination of frozen tax thresholds and rising inflation mean an increasing number of retirees need to consider tax. Read on to find out what you need to know about…

Investing 101: 4 useful questions to answer when reviewing your portfolio

Over the last few months, you’ve read about the potential benefits of investing, what to consider when creating a risk profile, and how you could improve tax efficiency. Now, read…

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Blog

Here’s why pension reforms mean you might want to reconsider your retirement plan

Financial security is the most important retirement goal for 9 in 10 Brits

Guide: 7 useful questions if you plan to take a flexible income from your pension

Quilts & More!

Sioned WINS!

10 magical life and money lessons you can learn from Disney

7 useful tips for embracing the circular economy at home

Should you take your pension tax-free lump sum to kickstart retirement?

Why soaring interest rates are affecting national debt and could mean tax rises

7 practical reasons to make a Lasting Power of Attorney now

8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

Investing 101: 4 useful questions to answer when reviewing your portfolio

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