Author: Richard Fearn
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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…
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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…