Positive Wealth Creation Ltd

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Positive Wealth Creation Ltd Positive Wealth Creation Ltd are Chartered Financial Planners creating long-term wealth and financial security for clients

As a provider of independent financial advice, our aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor made financial plans.

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the...
22/10/2026

The government will set out its tax, spending and economic plans for the year ahead and beyond on 28 October 2026 in the Autumn Budget.

The weeks leading up to an Autumn Budget always feature rumours about what might change and how it could affect personal finances.

With this Budget being the first for Prime Minister Andy Burnham and Chancellor John Healey, speculation is particularly rife.

To discover how you can avoid headline-driven decisions in the run-up to the Budget, click the link below.

https://pwcltd.co.uk/6-useful-tips-for-avoiding-headline-driven-decisions-ahead-of-the-budget/

In just a few years, AI has transformed how we approach tasks both at work and in our personal lives.While using AI coul...
20/10/2026

In just a few years, AI has transformed how we approach tasks both at work and in our personal lives.

While using AI could save you valuable time in some areas, it could pose risks in others, including when you’re writing or updating your will.

To discover some of the risks you could expose your estate to by relying on AI for writing your will, click the link below.

https://pwcltd.co.uk/the-dangers-of-using-ai-to-write-your-will/

ESG investing is not always black and white.A company might operate in a sector you would usually avoid, while also inve...
15/10/2026

ESG investing is not always black and white.

A company might operate in a sector you would usually avoid, while also investing heavily in areas that support positive change.

That is why it can help to think carefully about your own boundaries, the areas you will not compromise on, and where you may be willing to accept some trade-offs.

Read our latest blog, linked below, to discover how you could navigate the grey areas of ESG investing.

https://pwcltd.co.uk/how-to-navigate-the-grey-areas-of-esg-investing/

3 psychological reasons you might prefer cash to investments:1. Market movements can make investing feel uncertain2. The...
14/10/2026

3 psychological reasons you might prefer cash to investments:

1. Market movements can make investing feel uncertain
2. The fear of losing money could mean you favour cash
3. Cash is tangible, which may make it feel safer

Read our blog, linked below, to learn more about why cash might feel safer, and the potential impact of overlooking investing.

https://pwcltd.co.uk/the-psychology-behind-favouring-cash-instead-of-investing/

Are your goals actually your own?It can be easy to follow the path that feels expected, whether that means climbing the ...
13/10/2026

Are your goals actually your own?

It can be easy to follow the path that feels expected, whether that means climbing the career ladder, retiring in a certain way, or working towards milestones that seem like the obvious next step.

But taking time to think about what you genuinely want could help you make more intentional decisions about how you use your time and money.

Read our latest blog, linked below, to discover how a financial plan could help you set meaningful life goals.

https://pwcltd.co.uk/how-to-stop-following-the-crowd-and-set-meaningful-life-goals/

5 useful tips for avoiding headline-driven decisions ahead of the Budget:1. Limit your exposure to the news and social m...
08/10/2026

5 useful tips for avoiding headline-driven decisions ahead of the Budget:

1. Limit your exposure to the news and social media
2. Remember that speculation isn’t the same as policy
3. Keep in mind that not all potential changes will be relevant to you
4. There’s often a transition period before new policy is introduced
5. Build in a delay before you act on decisions

Read our blog, linked below, to find out more.

https://pwcltd.co.uk/6-useful-tips-for-avoiding-headline-driven-decisions-ahead-of-the-budget/

In our fast-paced, screen-heavy world, finding simple ways to boost health and bring people closer can feel surprisingly...
07/10/2026

In our fast-paced, screen-heavy world, finding simple ways to boost health and bring people closer can feel surprisingly challenging.

Yet, research shows that regular outdoor activity and strong social connections are two of the biggest drivers of childhood happiness and long-term wellbeing.

Sometimes, the best remedy is simply going for a walk.

To discover how the Dutch tradition of avondvierdaagse could inspire your family to get moving, click the link below.

https://pwcltd.co.uk/the-dutch-walking-tradition-that-your-family-could-learn-from/

Are you neglecting your personal finances in favour of focusing on your company?Your business may be among your largest ...
06/10/2026

Are you neglecting your personal finances in favour of focusing on your company?

Your business may be among your largest financial assets, but it is important to remember that your personal finances exist separately.

Taking time to review your own financial plans can help you make more informed decisions and ensure your personal goals remain on track.

Read our blog, linked below, to discover 5 important tasks you should consider completing this year if you haven't already.

https://pwcltd.co.uk/the-personal-finance-tasks-business-owners-should-complete-before-the-end-of-2026/

1 in 5 savers aged over 65 are passing on cash to their loved ones to reduce a potential Inheritance Tax bill, according...
01/10/2026

1 in 5 savers aged over 65 are passing on cash to their loved ones to reduce a potential Inheritance Tax bill, according to Paragon Bank.

However, gifting assets during your lifetime does not always mean they are immediately outside your estate.

Some gifts may be treated as potentially exempt transfers, which means they could still be liable for Inheritance Tax if you pass away within seven years.

Read our blog, linked below, to understand when Inheritance Tax could apply to gifts.

https://pwcltd.co.uk/explained-when-inheritance-tax-could-apply-to-gifts/

Address

55 Victoria Street
Burnham-on-Sea
TA81AW

Opening Hours

Monday 9am - 1pm
2pm - 5:30pm
Tuesday 9am - 1pm
2pm - 5:30pm
Wednesday 9am - 1pm
2pm - 5:30pm
Thursday 9am - 1pm
2pm - 5:30pm
Friday 9am - 1pm
2pm - 5:30pm

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