Opportunity in unsettling times: Four pre-Budget planning steps

Tax allowance, pensions, ISAs, investment bonds

clock • 6 min read

Playing financial "whack-a-mole" based on rumour can lead to mistrust in our market. When we're looking to create a plan, we're looking not just at now but the long game. So what can we do pre-Budget? Julia Peake shares her insight...

The Autumn Budget is on 26 November 2025 and given the current state of the economy, we're expecting some announcements to help stabilise finances and drive growth. What those changes will be, we'll need to wait and see. As the political party conference season concludes, we may start to see some policies drip-fed out, with more detailed announcements in the weeks prior to the Budget. There could also be further announcements when Scotland and Wales deliver their Budgets. Given the timing of the UK Budget, this is unlikely to happen before January 2026. As we've already seen from t...

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