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The UK Budget

The UK Budget is the most important fiscal moment of the year, shaping the tax and policy landscape for individuals, families, business owners and investors.

Every year, we bring together a comprehensive program of Budget commentary, expert analysis and insights. Whether you're looking to understand proposed tax changes, assess the impact on your wealth or just stay informed about future fiscal policy, our specialists provide clear and practical guidance to help you make informed decisions.

Visit the 2026 Budget hub Sign-up for Budget insights

When is the next Budget?

Next UK Autumn Budget: 28 October 2026

The next Autumn Budget will take place on Wednesday 28 October 2026. New Chancellor John Healey will outline the government's plans for taxation, public spending and economic policy, alongside updated economic forecasts.

As details emerge in the weeks leading up to the announcement, our experts will provide updates, commentary and analysis on the issues most relevant to you.

Read our latest 2026 Budget insights

Latest Budget commentary

  • budget-banner-key-dates.png
    Insight

    Autumn Budget 2026: the key dates and signals to watch

    The Autumn Budget will take place on 28 October, but several important milestones will help shape the debate before Chancellor John Healey stands up in Parliament

    Philip.Lewis@Evelyn.Com
    by Philip Lewis

    25 Aug 2026

  • budget-banner-reviewing-plans.png
    Insight

    Why now could be the right time to review your financial plan ahead of the 2026 Autumn Budget

    Find out why reviewing your financial plan before the Autumn Budget could help you make informed decisions, prepare for change and stay on track to achieve your goals.

    Philip.Lewis@Evelyn.Com
    by Philip Lewis

    25 Aug 2026

  • budget-banner-people-2026.png
    Insight

    The people behind the Autumn Budget 2026

    A new Prime Minister and Chancellor will oversee the Autumn Budget on 28 October. We look at Andy Burnham and John Healey, and the announcements made during the government’s opening weeks

    Philip.Lewis@Evelyn.Com
    by Philip Lewis

    07 Aug 2026

What is the UK Budget?

The Budget is the government's principal fiscal statement for the year. Delivered by the Chancellor of the Exchequer, it sets out plans for taxation, public expenditure and wider economic policy. Alongside the Budget, the Office for Budget Responsibility publishes forecasts covering areas such as economic growth, inflation, government borrowing and the public finances.

While some Budgets introduce significant reforms, others focus on targeted adjustments. Either way, Budget announcements often influence financial planning decisions across areas including taxation, investments, pensions and estate planning.

For many individuals and families, understanding the potential implications is less about responding to headlines and more about ensuring that long-term plans remain appropriate.

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Why does the Budget matter?

The Budget can affect many aspects of your financial life, either directly through tax changes or indirectly through wider economic policy.

  • Tax planning - Changes to tax rates, thresholds, allowances and reliefs can influence how wealth is accumulated, managed and passed on.

  • Investment planning - Budget measures may affect investment structures, capital gains tax, dividend taxation and the broader investment environment.

  • Retirement planning - Pensions remain a frequent area of policy focus, making it important to understand how any changes may affect retirement objectives.

  • Inheritance tax and estate planning - Inheritance tax remains a key consideration for many families, and governments regularly review the tax framework surrounding wealth transfers and succession planning.

  • Business owners and entrepreneurs - Business taxation, reliefs and incentives can all feature in Budget announcements, creating both challenges and opportunities.

Explore previous Budget coverage

Our archive provides detailed analysis of previous fiscal announcements, helping to place new developments in context.

The Autumn Budget 2025
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Frequently asked questions

The UK Budget is the government's main fiscal statement, setting out plans for taxation, public spending and economic policy.

The government typically delivers one main Budget each year, usually in the autumn, which in previous years has been alongside other fiscal updates such as the Spring Statement.

The Budget is presented to Parliament by the Chancellor of the Exchequer.

Budget announcements can affect taxation, pensions, investments, business planning and inheritance tax planning, making them relevant to many individuals and families.

Almost certainly. Changes to tax legislation, allowances or reliefs have many different implications for your financial plan. However, financial decisions are generally most effective when considered in the context of long-term objectives rather than short-term policy speculation.

This will depend on your individual circumstances. Seeking professional advice can help ensure decisions are based on your wider goals rather than anticipated policy changes.

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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