Two advisers, three Budget wishes: What planners want from the 2025 Budget

Finura’s Nicky Barclay and Chetwood Wealth Management’s Richard Hansell

Professional Adviser
clock • 5 min read

Chancellor Rachel Reeves will deliver her much-anticipated Budget speech on 26 November. Here, two advisers share their three wishes ahead of the big day…

Finura Chartered financial planner Nicky Barclay sets out her three Budget wishes for a fairer financial future As the UK heads into its next Budget, there is growing pressure for bold policy steps that can support the government's economic growth objectives whilst recognising demographic realities and generational fairness. Here are three agenda items that I would like to see considered. Enable freer lifetime gifting from boomers to the squeezed middle The intergenerational wealth transfer is enormous: trillions will move from the baby-boomers  to younger generations over the next ...

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 Tax planning

Budget Media Watch: Labour could scrap 'family farm tax'

Budget Media Watch: Labour could scrap 'family farm tax'

What the papers are saying about the Budget

Sophia Panayi
clock 22 September 2026 • 2 min read
CGT receipts see monthly rise but fall short year-on-year

CGT receipts see monthly rise but fall short year-on-year

CGT receipts reached £198m for August 2026

Sophia Panayi
clock 22 September 2026 • 3 min read
Royal London launches estate and inheritance planning framework

Royal London launches estate and inheritance planning framework

To help advisers prepare for ‘significant changes’ in April 2027

Jenna Brown
clock 22 September 2026 • 2 min read