The Finance Geeks Podcast

Episode 05: Autumn Budget 2025 - Rumoured changes & how to prepare


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In this episode of The Finance Geeks, Paul Cleworth and Warren Shute fire up the speculation engine ahead of the Autumn Budget 2025. With the economic pressure mounting and a fiscal gap to fill, they explore the rumours and forecasts swirling around Rachel Reeves’ first major fiscal statement — and what financial planners should be doing right now to prepare.

From possible changes to capital gains tax, inheritance tax, and pension relief, to tweaks on ISAs, NI, and VAT, the geeks break down the key tax areas under scrutiny. With clients already asking, “Should I take action before the budget?”, Paul and Warren lay out what’s being whispered in the corridors of policy — and how planners can interpret the signs without causing panic.

This isn’t about panic planning — it’s about readiness. With threshold freezes, stealth taxes, and a growing national debt, the landscape demands calm analysis and proactive conversations. Whether you’re advising high earners, property investors, or business owners, this episode will help you think ahead before the Chancellor does.

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Chapters: 0:00 - Intro

2:11 - Rachel Reeves' Upcoming Autumn Budget - Rumoured changes & how to prepare

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Show Notes:

Tax Planning & Trusts – Tandem Financial

https://tandemfinancial.co.uk/login/insight/tax-planning/

Why is the Labour Government Warning of Tax Rises, and What Should You Do? – Tandem Financial

https://tandemfinancial.co.uk/tandem-thinking/why-is-the-labour-government-warning-of-tax-rises-and-what-should-you-do/

Tax Efficient Investing – Tandem Financial

https://tandemfinancial.co.uk/tandem-thinking/tax-efficient-investing/

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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.

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The Finance Geeks PodcastBy thefinancegeekspodcast