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ESG investing: Why social and governance factors could be essential for business success
When you first think about environmental, social, and governance (ESG) investing, there’s a chance that environmental issues might be the first that come to mind. This is entirely understandable, as carbon emissions, climate targets, and sustainability pledges have been dominating headlines for some time now. This might lead you to…
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2 reasons to mark the new tax year in your calendar
On 5 April 2026, the current tax year will end, and the new one will start the following day. Making a note of the deadline in your calendar could help you make the most of tax breaks as part of your financial plan. Here’s why the start of a new…
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The power of pension tax relief and how it could boost your retirement income
If you’re saving for retirement, you will want to get the most out of what you’re putting into your workplace or private pension. Fortunately, there are plenty of tax efficiencies when you save your wealth into a pension. Indeed, any investment returns generated within your fund are typically free from…
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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…