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  Phasing into retirement: 5 essential financial considerations

  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. While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out…

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  Explained: The new Cash ISA rules and what they mean for your savings

  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. In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect under-65s. The change could affect your…

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  Your Autumn Budget update, and what it means for you

  After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain the key changes and what they mean for you. Last year, in her maiden Budget, the chancellor sought to balance the public finances with tax rises to cover a…

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  Guide: 5 enduring money lessons you can discover in Jane Austen’s novels

  In life, the finest wisdom often comes from the most unexpected places. So, you may be surprised to learn that Jane Austen – one of the most revered romance authors of all time and a paragon of women’s literature – has anything to teach you about the modern world of…

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  The difficult but important estate planning conversations to have with your family

  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. An estate plan sets out how you’d like your assets to be managed and distributed during your life and when…

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  Why successful investing starts with your mindset, not the markets

  What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market, and they do have an effect. When share prices rise, so too will the value of your portfolio. However, the markets aren’t the…

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  Venture Capital Trusts: Why higher-rate taxpayers might want to invest in them

  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. For some investors, particularly higher-rate taxpayers, Venture Capital Trusts (VCTs) could offer an attractive and tax-efficient investment prospect. Read on…

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  Phasing into retirement: The emotional and financial benefits

  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. Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into retirement.

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  How financial planning could give you the confidence to spend more

  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 importance of saving is drummed into us from a very early age. As a child, for example, you may have…

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  10 toys that are perfect for inspiring creativity this Christmas

  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. If you’re on the hunt for a Christmas present that will inspire creativity in little ones and delight them, look…

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  Guide: Everything you need to know about the State Pension

  Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a July 2023 survey by Legal & General found that 94% of UK adults said that financial security was their most important retirement dream. Your State Pension,…

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  ESG investing: What is negative screening?

  ESG investing provides an opportunity for your investments to reflect your values across three broad areas – environment, social, and governance. Negative screening, where you avoid investing in companies that engage in certain sectors, is one approach to ESG investing, but it could present some challenges. …