Certainty around pension taxation was the number one priority (59%) for next week’s Budget for financial advisers, according to new research.

Financial advisers have cited cuts to Inheritance Tax breaks and allowances as their clients’ biggest concern ahead of the Budget, with 57% saying it was uppermost in clients’ minds, according to a new survey.

More than nine in ten advisers (92%) have received calls from clients about taking tax-free cash and accessing pension savings earlier than planned ahead of the Budget, according to a new report.

New Chancellor John Healey has confirmed that the date of his first Budget will be Wednesday 28 October.

Three in five (61%) pension savers who withdrew tax-free cash from their pension ahead of last year’s Budget regret doing so, according to a new report.

Tax changes announced in last November’s Budget have encouraged more young people to use ISAs and pensions, according to new research.

There were surges in lump sum withdrawals from private sector DC pensions in Autumn 2024 and 2025 as savers acted in anticipation of rumoured Budget changes.

One in three people (30%) are less likely to make financial investments as a result of the measures announced by Chancellor Rachel Reeves in her last Budget, according to a new study.

Latest HMRC data reveals that Capital Gains Tax (CGT) receipts hit £17bn in January, up £7bn from the £10bn recorded a year earlier in January 2025.

Scottish Finance Secretary Shone Robison has announced the introduction of a ‘mansion’ tax of properties worth more than £1m in her latest Budget.

Nearly one in five people who made pre-Budget panic financial decisions fuelled by high levels of speculation now regret their decisions, according to a survey.

An estimated 3.3m people using salary sacrifice to boost their pensions are set to be hit by the Budget cap on the process, according to new government data.

One in eight investors (12%) have withdrawn investments in the run up to the Budget, with one in three of these (4% of total investors) ‘explicitly’ citing concerns about the Budget, according to new research.

c receipts from April to October totalled £5.2 billion, £200m higher than the same period in 2024.

Consumer confidence has dropped two points in November to -19, according to the latest GfK Consumer Confidence Index published today.

Proposed pension reforms included in next week’s Budget will create chaos and put bereaved families and ordinary people at financial risk, according to STEP, the global professional body for trust and estate practitioners.

Financial advisers say they are seeing significant concerns and changes to financial behaviour from their clients due to speculation around which policies the Chancellor may announce in this month’s Budget.

The Treasury has reportedly rejected moves to reduce or axe the pensions tax free lump sum, according to a report in the Daily Telegraph.

The uncertainty around future tax changes is taking its toll on financial confidence, according to new research.

The vast majority of IFAs (91%) have seen a spike in demand from clients for advice in the run up to the Budget, according to a poll.