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September Financial Focus 2025

By September 5, 2025January 5th, 2026No Comments

Autumn 2025 Financial Focus
As the Autumn Budget approaches, this edition explores how potential tax rises could affect your finances and the steps you can take to prepare. Key topics include the expansion of inheritance tax and practical ways to mitigate its impact through lifetime gifting and estate planning, changes to pension rules and contribution levels, and the implications of the State Pension age rising to 67. With interest rates falling, we also look at alternative income-producing investments beyond cash, as well as strategies such as salary sacrifice to reduce tax and boost retirement savings. The issue concludes by examining the government’s push to encourage long-term investing and what this could mean for savers

 

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