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The essentials you need to know if you’re considering gifting your home to your children
The link 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 likely to be one of the largest assets you own. Indeed, according to the…
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3 reasons why pension consolidation could boost your retirement income
The link will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Increasingly, UK savers are losing track of their pensions. In October 2024, research by Pensions UK…
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How a cashflow model can turn retirement anxiety into excitement
The link will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and do the…
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Phasing into retirement: The flexible options you might consider
The link will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers are embracing retirement flexibility and choosing to…
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What footballer Kevin Keegan tells us about retirement planning
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…
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Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney
Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why so many people put off writing a will for “another time” or decide to “sort it later”. But the reality is, none of us know when we’ll…
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5 stunning winter destinations that are perfect for a last-minute break
It’s not too late to book a holiday to explore a new destination in 2025. In fact, the colder months could be the perfect time to jet off to admire incredible winter vistas. If you need some winter destination inspiration, here are five options that could…
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Taken out a new mortgage? Don’t forget to review your financial protection
Taking out a new mortgage deal could represent a shift in your financial commitments. So, reviewing whether your financial protection is still appropriate could ensure you have a vital safety net should you face a shock. Read on to learn how financial protection can provide security…
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Explained: How remortgaging works and why it’s important
Remortgaging is a task most homeowners will do at some point. Yet, it can seem complex or something that isn’t that important. Read on to learn how remortgaging works and why it could save you money. When taking out a mortgage, you’ll choose the term length,…
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“Unrealistic” expectations could lead to long-term disappointment for investors
Investment returns significantly affect what you can achieve in your long-term plans. Naturally, you want the highest possible returns, but research shows many investors have “unrealistic” expectations. According to a July 2025 article in Financial Planning Today, the average…
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5 challenges a financial midlife MOT could help you overcome
Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what the future holds. Yet, it might also present some new challenges. Arranging a financial midlife MOT could help you overcome obstacles and feel confident…
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How pension and Inheritance Tax policy changes could affect your legacy
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but the policy change has the potential to significantly affect your estate plan, so thinking about it now could be useful. …
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