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 ...

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