• Autumn Budget 2025

    The Budget has been delivered and advisers are getting to grips with what it means in practice.Working with the experts at Technical Connection, we’ve put together a complete support package to help you pick apart the detail.

  • A snapshot of the 2025 Budget for financial planners

    The November Budget may have been one of the most leaked in history, but it still brought a few surprises. Fidelity Adviser Solutions’ summary covers the key changes around ISAs, pensions, tax thresholds, inheritance rules, and investment reliefs. It also explores the tax implications across different client scenarios and wrappers for the current tax year…

  • Autumn Budget – beyond the headlines

    Fidelity Adviser Solutions unpack the latest Budget announcements in detail, focusing on what really matters for advisers. They discuss pension planning opportunities, salary sacrifice changes, ISA restrictions, personal taxation updates, and inheritance tax changes. They explore what’s changed, what hasn’t, and the practical steps you should take now to prepare for 2026 and beyond. Find…

  • UK Budget: What Investors Should Know

    While the Chancellor met her fiscal rules with unexpected headroom, the real challenge lies in delivering on future commitments.

  • UK Market Outlook: From the BoE to the Budget—What Investors Need to Know

    The UK is at an inflection point. In this episode, Rupert Harrison CBE—Senior Adviser at PIMCO and former Chief Economic Adviser to the UK government—and Dr. Peder Beck-Friis, Economist at PIMCO, share actionable insights on navigating the UK’s evolving investment landscape.

  • Labour’s ‘no choice’ tax-raising Budget

    Last week, Rachel Reeves outlined her plans to raise revenue and fund public spending – but how might the new measures affect your clients’ finances? Fidelity’s Tom Stevenson shares his take on the key themes and their potential impact on your clients’ finances.

  • Autumn Budget 2025

    The Tech Matters team have been focusing on those things most directly affecting financial planning and have written up their thoughts on what might be necessary to stop, necessary to start and what can continue with a “nothing to see here”.