• Personal
  • Adviser
  • Charity
About us Responsibility Locations Contact us Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Services
Total Wealth Management

Combined financial planning and wealth management expertise.

  • Financial Planning
    • A full financial plan
    • Cashflow modelling
    • Dealing with life-changing events
    • Financial protection
    • Inheritance tax and estate planning
    • International financial planning
    • Investing for children
    • Retirement planning and pensions
  • Investment management
    • Discretionary investment management
    • How we manage money
    • Investment advice
    • Responsible investing
  • Evelyn Partners funds
  • For entrepreneurs
  • DIY Investing - Bestinvest
Insights & events
Fees & charges
Our people
Become a client
or press enter
Popular Searches
  • Spring Budget 2024
Autumn Budget Hero Banner

The 2025 Autumn Budget

Despite Chancellor Rachel Reeves announcing significant changes in last year’s Budget, including capital gains tax (CGT) and inheritance tax (IHT) on pensions from April 2027, she is still facing a sizeable fiscal gap and mounting pressure to keep the UK’s finances on track. With staunch opposition to spending cuts, such as the winter fuel allowance or disability benefits, there may be more tax rises to come in the 2025 Autumn Budget. Whatever comes next, Evelyn Partners will keep you up to date on what these changes are, how they could impact you and strategies to minimise the impact on your financial future.

Register for our Autumn Budget webinar series

The Autumn Budget in focus

Watch the first of our exclusive three-part webinar series, which offered a rare opportunity to hear from George Osborne, former Chancellor of the Exchequer, as he shared his perspective on the forces shaping fiscal policy.

Watch the webinar recording
George Osborne Webinar Website Thumbnail#

The Autumn Budget: One month to go

Watch the second of our exclusive three-part webinar series, where Evelyn Partners’ Gemma Helliwell, Financial Planning Partner and Daniel Casali, Investment Strategy Partner were joined by S&W’s tax specialist Tobi Tallon to explore the potential policy changes on the horizon, the fiscal rules and macroeconomic context shaping the Chancellor’s decisions and considerations for your financial plan ahead of the Autumn Budget.

Watch the webinar recording
Webinar Series Part 2 Thumbnail

Latest news

  • Red (1)
    Insight

    Briefings hint at salary sacrifice clampdown, but tax-free cash likely safe

    ‘Stealth tax’ on private sector remuneration could avert public sector backlash

    Gary Smith Partner
    by Gary Smith

    13 Nov 2025

  • Yellow 1280 X 165Px
    Insight

    Rachel Reeves delivers pre-Budget speech, signalling further tax rises

    The Chancellor's press conference marked a clear shift in government messaging ahead of the Autumn Budget

    Lucie Spencer Financial planning
    by Lucie Spencer

    04 Nov 2025

  • Blue 1280 X 165Px
    Insight

    Will Labour back businesses in the 2025 Autumn Budget?

    Labour faces growing pressure to prove its pro-business stance in the upcoming Autumn Budget

    Francesca Allard Financial planning
    by Francesca Allard

    27 Oct 2025

  • Purple
    Insight

    Why fiscal rules matter

    Fiscal rules shape government spending and borrowing, but how can they affect you? 

    Eline Lofgren Investment management
    by Eline Lofgren

    23 Oct 2025

  • Red (1)
    Insight

    Inflation, interest rates and the Autumn Budget: What you need to know

    As the Chancellor prepares to deliver the Autumn Budget, investors are watching inflation and interest rates closely. Here’s what these key factors could mean for your investments 

    Picture1 Modified
    by Philip Bowyer

    22 Oct 2025

  • Green 1280 X 165Px (2)
    Insight

    Navigating the Autumn Budget. What you need to know about pensions, gifting and inheritance tax

    As the 2025 Autumn Budget approaches, speculation is mounting around potential changes to inheritance tax (IHT), pensions and gifting rules

    Vicki Harper (1)
    by Vicki Harper

    23 Oct 2025

  • Yellow 1280 X 165Px
    Insight

    Sorting Budget rumours from reality in the lead-up to the Autumn Budget

    With speculation swirling ahead of the Autumn Budget, we look at how you can sort truth from rumours

    Lucie Spencer Financial planning
    by Lucie Spencer

    15 Oct 2025

  • Red 1280 X 165Px
    Insight

    Autumn Budget 2025: Insights from George Osborne

    As the UK awaits the Autumn Budget on 26 November, our recent webinar with former Chancellor George Osborne unpacked what’s driving speculation, where tax changes could land and how investors and families can prepare

    Alice Haine Press centre
    by Alice Haine

    09 Oct 2025

  • Purple 1280 X 165Px
    Insight

    UK fiscal rules may not rule OK

    Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing, inflation sticky, and political risks rising, investors may be looking for realism over rigidity

    Daniel Casali Investment management
    by Daniel Casali

    06 Oct 2025

  • Green 1280 X 165Px (1)
    Insight

    2025 Autumn Budget preview: What could be coming and how to prepare

    With the 2025 Autumn Budget on the horizon, we examine the key tax and policy changes being discussed and how you can plan ahead with confidence

    Emma Rivers
    by Emma Rivers

    29 Sept 2025

“ To fix the hole in the public finances, the Chancellor can borrow more, but the markets are saying enough is enough, she can spend less, but the party is saying enough is enough, or she can tax more. The big question for Rachel Reeves is whether the public is going to say enough is enough to that as well. ”
George Osborne

Chancellor of the Exchequer 2010-2016

Autumn Budget FAQs

Government Budgets are the announcement of the official financial plan for the country. The Chancellor provides an update on the state of the economy, including economic forecasts, and announces new spending plans and proposed changes to tax legislation. 

The 2025 Autumn Budget will be announced on Wednesday 26 November 2025.

There is no specific rule on when the announced changes must take effect, and there will often be different start dates for different rule changes.

The Chancellor of the Exchequer makes the Budget announcement. The Labour government’s Chancellor, Rachel Reeves, will make the 2025 Autumn Budget announcement. 

For details on how the Budget changes might affect you, sign up to our Autumn Budget webinar series.

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

Footer menu

Services

  • Total Wealth Management
  • Financial planning
  • Investment management
  • Evelyn Partners funds
  • Bestinvest
  • Employee benefits

Who we help

  • You and your family
  • Family offices
  • Entrepreneurs
  • Professional partners
  • Financial intermediaries
  • Court of Protection
  • Charities

About us

  • Governance
  • Corporate responsibility
  • Inclusion and diversity
  • Press centre
  • Careers
Sign me up for emails*

Sign up for our newsletter

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Policies, statements & disclosures

  • Anti-Corruption and Bribery Policy
  • Conflicts of Interest Policy Statement
  • Risk warnings
  • Sustainability Disclosure Requirements
  • Services for US connected Investors
  • Registered details
  • Legal and regulatory
  • Complaints procedure
  • Modern Slavery and Human Trafficking Statement
  • Whistleblowing
  • Keeping you safe
  • Consumer duty

©2025 Evelyn Partners

  • Privacy Notices
  • Website conditions
  • Accessibility
  • Cookie Policy
  • Change cookie settings

Thank you

Your form has been submitted and a member of our team will get back to you as soon as possible.

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.

Please complete all fields below

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
0203 131 6167