Why a 'wait and see' Budget approach could cost clients

'Some of the most impactful changes to the tax landscape have already been announced'

clock • 4 min read

Advisers who allow clients to "wait and see" may find themselves scrambling to implement strategies in a compressed window, or worse, missing out entirely on valuable planning opportunities, writes Andrew Aldridge

I recently spoke with an adviser who told me: "I have several clients who need to undertake tax planning and portfolio restructuring, but they're holding off until after the Budget; just in case." I have heard this sentiment more than once in recent weeks, and while understandable, it is also potentially costly. With the 2025 Autumn Budget scheduled for 26 November, making it one of the latest dates in recent memory (the latest since 2014 if my research is correct), advisers who allow clients to "wait and see" may find themselves scrambling to implement strategies in a compressed window,...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on VCTs / EIS

Andrew Aldridge: Happy Christmas. Too early?

Andrew Aldridge: Happy Christmas. Too early?

'By acting now, advisers can help clients avoid the January scramble'

Andrew Aldridge
clock 06 July 2026 • 6 min read
AIC calls on MPs to reconsider cut to VCT tax relief

AIC calls on MPs to reconsider cut to VCT tax relief

Response to report on UK scale-ups

clock 02 July 2026 • 1 min read
VCTs bring green shoots as tax burdens bite

VCTs bring green shoots as tax burdens bite

The VCT fundraising season is in full swing

Simon Moon
clock 21 April 2026 • 4 min read