Latest News | Positive Wealth Creation

Planning for care: How to set out your wishes

Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to set out what your wishes would…

Don’t have a will? Here’s how your estate would be distributed under intestacy rules

A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If writing your will is something…

5 challenges a financial midlife MOT could help you overcome

Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the future holds. Yet, it might…

How pension and Inheritance Tax policy changes could affect your legacy

From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but the policy change has…

How to channel your inner Agatha Christie to demystify your retirement plan

There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of them. Instead, channelling your inner detective to solve…

Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why so many people put off writing a…

Guide: Revealed: The value of financial planning

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus…

Planning for care: Making later-life support part of your financial plan

While many people don’t rely on care later in life, planning for the potential cost of it could help you feel confident about the future and mean you have more…

4 methods for tax-efficiently supporting charities

Supporting a charity could give you that feel-good factor and provide a sense of purpose. When you’re looking at the benefits from a tax perspective, it might make financial sense…

How a protection gap could leave older workers facing financial challenges

Older workers could find they’re more exposed to financial shocks because financial protection doesn’t meet their needs. Read on to find out if a protection gap might affect you and…

Unsure how to access your pension at retirement? Here’s what you need to know

It’s been a decade since Pension Freedoms legislation gave retirees more choice. Yet rather than relishing the freedom the changes have provided, research suggests workers are approaching retirement unsure about…

8 ways to be a positive influence on your grandchildren

As a grandparent, you hold a uniquely cherished role in a child’s life, offering a blend of love, wisdom, and an important connection to your family’s history. Indeed, research reported…

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

Planning for care: How to set out your wishes

Don’t have a will? Here’s how your estate would be distributed under intestacy rules

5 challenges a financial midlife MOT could help you overcome

How pension and Inheritance Tax policy changes could affect your legacy

How to channel your inner Agatha Christie to demystify your retirement plan

Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

Guide: Revealed: The value of financial planning

Planning for care: Making later-life support part of your financial plan

4 methods for tax-efficiently supporting charities

How a protection gap could leave older workers facing financial challenges

Unsure how to access your pension at retirement? Here’s what you need to know

8 ways to be a positive influence on your grandchildren

Get in touch