Insights: October 2025
Turning Budget challenges into future opportunities
Welcome to your latest edition of Insights. With the Autumn Budget just weeks away, speculation is mounting over what Chancellor Rachel Reeves might announce. In this issue, we cut through the noise to reveal how upcoming measures may shape your future financial plans and what steps you can take now to stay ahead. If you have any questions, please speak to your usual Evelyn Partners contact or book an appointment today.
Event
Find out more From insight to action: navigating the Budget impact
What do the changes really mean for your wealth and your future?
12:00 - 13:00 GMT 27/11/2025
Online
Missed our previous Budget webinars? Catch up with the full series now
The Autumn Budget in focus
Gain expert insight into the political and economic backdrop shaping the Autumn Budget.
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The Autumn Budget: One month to go
This session dives into what’s shifting in the lead-up to the Budget and why it matters.
Find out moreSorting Budget rumours from reality in the lead-up to the Autumn Budget
As rumours of sweeping tax changes dominate the headlines, it’s easy to feel uncertain, but reacting too soon can be costly. We break down what’s fact, what’s fiction, and why staying grounded matters. Drawing on insights from our exclusive webinar with former Chancellor George Osborne, it delivers practical context so you can approach the Budget with confidence.
“ The Budget is agreed by the Chancellor and Prime Minister about a week before the announcement. Until then, everything else is just noise. ”
Navigating the Autumn Budget. What you need to know about pensions, gifting and inheritance tax
The Autumn Budget potentially signals a shift for retirement and estate planning, with unused pensions set to fall under inheritance tax rules from April 2027 and gifting rules possibly tightening. These changes could transform long-standing strategies, making proactive planning essential. In this article, estate planning specialist Ian Dyall and retirement planning expert Andy King unpack what’s on the horizon, why it matters, and how tailored advice could help you stay ahead.
Why fiscal rules matter
The Autumn Budget isn’t just about tax changes - it’s a signal to markets. With UK gilt yields at multi-year highs and global debt concerns in focus, understanding these rules has never been more important. Here, investment specialists Eline Lofgren and Philip Bowyer explain how fiscal credibility influences markets and what the Chancellor’s choices could mean for you.
Inflation, interest rates and the Autumn Budget: What you need to know
The Autumn Budget comes at a pivotal moment, with inflation stubbornly above target and interest rates holding steady as markets await fiscal signals. These decisions will ripple through borrowing costs, savings and investment returns, making it vital to understand the connections. In this feature, we unpack how the Chancellor’s choices could influence economic trends and what it means for your financial plans.
