sm130 - Flipbook - Page 9
Autumn Budget 2026
Your financial future is too important
to be shaped by rumours, headlines or
knee-jerk reactions. A better approach is
to understand where you stand before
the Budget and identify areas that may
warrant attention.
rise, more people may find themselves paying tax or
n Inheritance Tax, gifting and estate planning
moving into higher tax bands, even though the rates
n Business remuneration, dividends and extraction
themselves do not change.
strategies
n The suitability of your investment strategy in
Be prepared, not reactive
changing market conditions
Your financial future is too important to be shaped by
How could the Budget
affect your financial plans?
If you want to discuss how potential Budget
changes could affect your finances, we can
rumours, headlines or knee-jerk reactions. A better
Review before the Budget
help you review your position and consider
approach is to understand where you stand before the
You do not need to predict what the Chancellor
whether any aspects of your financial plan
Budget and identify areas that may warrant attention.
will announce. You simply need to understand your
should be revisited.
Whether you are approaching retirement,
current position and where potential changes could
building your investments, running a business
or thinking about your family's future, potential
affect you.
By reviewing your circumstances ahead of
Budget changes may make it worthwhile to review
28 October, we can identify areas that may require
your financial position.
further consideration. Once the Chancellor has
announced the measures and the details of any
We can consider the following areas:
subsequent legislation are known, we can assess
n Pension contributions and retirement planning
whether action is appropriate for you.
n ISA allowances and investment planning
n Capital Gains Tax and gains on investments or
other assets
To discuss your concerns or to find out
more, please contact us for further information.
That means less guesswork, fewer knee-jerk
decisions and a financial plan tailored to your
This article does not constitute tax, legal or
financial advice and should not be relied upon as
such. Estate and tax planning are not regulated by
the Financial Conduct Authority. For guidance, seek
professional advice.
circumstances, not to the latest headline. t
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