What the 2025 Autumn Budget Really Means for Wealth Builders

DEC 10, 202529 MIN
WealthTalk - money, wealth and personal finance.

What the 2025 Autumn Budget Really Means for Wealth Builders

DEC 10, 202529 MIN

Description

Key Topics Covered:1. Budget Headlines & Tax ChangesMore taxes on recurring income, dividends, and savingsBusiness owners face higher dividend charges and new limits on passing businesses to heirsEmployee Ownership Trusts (EOTs) and Business Property Relief (BPR) now have stricter tax limits2. Impact on Pensions & InvestmentsState Pension increase staysLimit on salary sacrifice for pensionsLower Cash Individual Savings Account [ISA] limits for under 65sHigher taxes on investment products3. Practical Advice for Wealth BuildersDiversify across the “seven pillars of wealth” and focus on recurring, controllable incomeUse tax-advantaged structures (like SSAS pensions) and keep an eye on changing rulesPay close attention to recurring expenses, tax, fees, and debts – control what you can4. Action Steps & ToolsDon’t get overwhelmed – take small, regular actions each monthUse WealthBuilders’ free budget guide, calculators, and resources for clarityExecutors now have 15 months (instead of 6) to report pensions for inheritance tax, but tax is still due in 6 months – plan aheadActionable TakeawaysReview how the new budget changes affect your income, business, and retirement plansMake use of tax reliefs and allowances while they last, especially if you’re a business ownerStay proactive: download guides, use calculators, and get advice tailored to your situationDon’t let complexity stop you – small, consistent steps lead to more control and certainty Resources & Next StepsAccess our WealthBuilders' Autumn Budget Report 2025Check your State Pension forecastCalculate your Inheritance Tax Bill - Free Online CalculatorDownload our FREE Pensions and Inheritance Tax GuideWealthBuilders Membership: Free access to guides, webinars, and communityConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!