Budget breakdown: What it means for your money

Following the Autumn Budget announcement in November 2025, our latest webinar guides you through the changes and what it could mean for your money.

Featuring insight from:

Dave Rafferty - SIPP Oversight Manager at 7iM

James Hobbs - Chartered Financial Planner at The Penny Group

Steve Chambers - Financial Planning Director at The Penny Group

Our presenters unpack the main Budget headlines, with a focus on the following areas:

- A technical breakdown of the changes that are announced.

- An advisers thoughts on the practical impact of the Budget on clients’ financial planning.

- A live Q&A Session where you will be able to ask the presenters any questions. 

 

With a focus on the main budget headlines:

- Income tax and national insurance thresholds frozen

- Cash ISA allowance to be reduced to £12,000 a year for under 65s

- Basic and higher rates of tax on property, dividend and savings income to increase by 2%

- £2,000 a year cap on the amount that can be put into pensions via salary sacrifice

- State pension to rise by 4.8%

- High value council tax surcharge for properties worth more than £2m

- Entrepreneurial investment schemes (EISs) tax relief remains at 30%, while Venture Capital Trusts (VCT) relief falls to 20%

Get in touch

Email info@thepennygroup.co.uk or call 0207 061 2345 if you have any questions or should you wish to speak to one of our advisers.