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  Guide: 5 tips to help you manage your wealth in 2026

  The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them. In fact, the Investment Association (6 January 2025) found that 43% of UK adults planned…

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  Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first

  In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT purposes for the first time from April 2027. These measures could see estates facing a…

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  Homeowners opt for flexibility over a “forever home”

  The concept of a “forever home” is less important to younger homeowners, research from Zoopla (4 November 2025) has found. Instead, they favour flexibility, although this approach could cost more overall. Traditionally, homeowners have sought a forever home that they’d live in for 15 to 20 years,…

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  7 ways financial planning could help you set realistic goals

  As 2026 begins, it’s a good time to think about what you want to achieve in the coming months. A tailored financial plan can help you set realistic goals. Creating goals on your own can be challenging, especially if they bring together several different parts of your financial plan or…

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  Why retirement has a language problem and how to change the narrative

  Language is powerful. The words you use to describe different scenarios can change how you perceive events, and the language used for retirement could lead to a pessimistic outlook. Writing in an article for Saga (21 October 2025), lexicographer Susie Dent explains that in English, “retire” has…

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  How much should you contribute to your pension?

  A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement, according to a MoneyAge article (11 November 2025). Striking the right balance with pension contributions is important. Contribute too little, and you could leave yourself short in retirement.

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  The importance of value and wellbeing when making financial decisions

  This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast. Sometimes, when we make major financial…

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  Guide: The money lessons your family could learn from board games this Christmas

  There is perhaps no better time than the festive season to sit down and enjoy a favourite board game with your loved ones. But as many families know, a friendly game can quickly get competitive. Sometimes this even leads to heated arguments over who gets to be the banker or…

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  7 unbelievable travel experiences Lonely Planet recommends in 2026

  Any links will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. With the year drawing to a close, you might be thinking about what you can look forward to in 2026. If…

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  How to protect your home in case of income loss

  Any links will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Your home is often among your most important assets – it provides security for you and your family. Assessing how…

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  5 interesting insights from the investment market in 2025

  Any links will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. The last 12 months have been interesting for investors, with the market experiencing volatility. Read on to discover valuable insights…

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  How cashflow planning turns numbers into possibilities

  When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for your future? Cashflow planning can turn the numbers into possibilities.  If you…