Following the Chancellor of the Exchequer’s Spring Budget announcement earlier this week, we have prepared a Spring Budget Guide.

The latest Spring Statement brings no immediate changes to most clients’ financial plans, offering a degree of stability in the short term. While measures announced focus on long-term economic growth and fiscal discipline, key areas such as Inheritance Tax and business relief, introduced in the October 2024 Budget, do create some uncertainty.

You can download our full Spring Budget Guide below. Should you have any questions or require further clarification on any of the points mentioned, please do not hesitate to reach out to us or contact your adviser directly.

To discuss any of the issues raised in this article, please contact us.

Personal circumstances differ and not all of this information is applicable to every client and/or their business, this information is general in nature and should not be relied upon without seeking specific professional financial advice.

The Financial Conduct Authority (FCA) does not regulate tax advice, estate planning, trusts or will writing.

The content in this article is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice.

Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.

Pareto Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA).