Brooks Macdonald - Autumn Budget 2025 Timeline and Commentary

The budget presents opportunities for advisers to demonstrate value through proactive planning and mitigating upcoming changes. Some actions are time-sensitive, such as using Cash ISA allowances before April 27, reviewing clients with significant dividend income before April 26, and addressing property income ahead of April 27.

The most significant long-term shift remains the inclusion of pensions in the IHT regime from April 27, while the newly announced cap on pension salary sacrifice effective April 29 will impact both employers and employees. Advisers can help clients take advantage of the current rules and prepare for the post-April 29 landscape

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BM Autumn budget Summary 2025.pdf

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