Insights
Explore our latest financial insights.
Dive into our articles, downloads and resources below for the latest in finance including expert analysis, economic news, and tips to inform and guide your financial decisions.
-
5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to…
-
Revealed: The hidden benefits of long-term financial planning
When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part…
-
Why you could benefit from reviewing your financial habits as you transition into retirement
Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Sticking to your current financial habits could mean you…
-
Balancing your goals: Why investing could be suitable for long-term goals
Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these goals and, in some cases, investing may play an important role too. In previous blogs,…
-
Why earning more than £100,000 doesn’t have to mean falling into a tax trap
A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional…
-
How to continue embracing adventure in retirement
If you’re yearning for an adventure in retirement, this chapter of your life doesn’t have to mean putting your feet up and embracing a slower pace of life. Whether you’re keen to explore new destinations…
-
5 important questions to answer if you’re jointly buying a home
Buying a new home with someone is exciting, and answering these questions could help ensure you’re on the same page about your mortgage and ownership. According to an article in Estate Agent…
-
Only 19% of adults are prepared for health and financial shocks
Fewer than 1 in 5 UK adults are “adequately” protected from health and financial shocks, according to Cover Magazine (4 March 2026). This means families could be more vulnerable to shocks and…
-
Are you supporting a loved one? You might need a Lasting Power of Attorney to act
Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney (LPA) in…
Sign up for our newsletter
Join the Betterment Wealth community by signing up for our newsletter. Receive insights and updates right to your inbox.
We care about your data in our privacy policy.