Episode 08: Budget Aftermath - Weathering the Fiscal Storm
Wed Dec 17 2025
In this episode, Warren Shute and Paul Cleworth deliver a post-Budget forecast tailored for financial planners. With the dust settling after Rachel Reeves’ first Autumn Budget, they break down what’s changing — and what isn’t — across taxation, pensions, welfare, and public spending. It’s not just about the announcements, but the implications for client conversations and strategic planning.
They explore the potential long-term effects of frozen thresholds, the subtle increases in fiscal drag, and where planners should be looking for hidden risks — and emerging opportunities. From the shifting landscape of capital gains tax to murmurs about pension reform, the geeks help you sort signal from noise.
Whether you’re advising clients this week or prepping for future reviews, this episode equips you with a planner’s-eye view of the budget aftermath. It’s about more than reaction — it’s about readiness. Tune in to make sure you're prepared for whatever financial weather is coming next.
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Chapters: 0:00 - Intro
3:27 - Budget Aftermath - Weathering the Fiscal Storm
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Show Notes:
Budget 2025: Summary of key announcements and economic and fiscal forecasts https://lordslibrary.parliament.uk/budget-2025-summary-of-key-announcements-and-economic-and-fiscal-forecasts/
The full Budget 2025 https://assets.publishing.service.gov.uk/media/6929b367b3b9afff34e9621c/Final_print_HMT_Budget_2025_TEXT_PRINT_NEW.pdf
Budget 2025 summary: tax rises and two-child cap scrapped
https://govexplained.co.uk/budget-2025-summary/
Budget 2025: The key points at a glance | Money News | Sky News
https://news.sky.com/story/budget-2025-the-key-points-at-a-glance-13475533
2025 Autumn Budget Summary (Tandem)
https://us12.campaign-archive.com/?u=b2fc4b6dc0116f987aa61bcc8&id=4ad34e9378
Autumn Statement 2025 Spreads (Tandem)
https://tandemfinancial.co.uk/wp-content/uploads/2025/11/autumn-statement-2025_spreads.pdf
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Follow us our our social media channels:
Instagram: https://www.instagram.com/thefinancegeekspodcast/
X: https://twitter.com/TheFinanceGeeks
YouTube: https://www.youtube.com/@thefinancegeeks
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
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In this episode, Warren Shute and Paul Cleworth deliver a post-Budget forecast tailored for financial planners. With the dust settling after Rachel Reeves’ first Autumn Budget, they break down what’s changing — and what isn’t — across taxation, pensions, welfare, and public spending. It’s not just about the announcements, but the implications for client conversations and strategic planning. They explore the potential long-term effects of frozen thresholds, the subtle increases in fiscal drag, and where planners should be looking for hidden risks — and emerging opportunities. From the shifting landscape of capital gains tax to murmurs about pension reform, the geeks help you sort signal from noise. Whether you’re advising clients this week or prepping for future reviews, this episode equips you with a planner’s-eye view of the budget aftermath. It’s about more than reaction — it’s about readiness. Tune in to make sure you're prepared for whatever financial weather is coming next. ========================== Chapters: 0:00 - Intro 3:27 - Budget Aftermath - Weathering the Fiscal Storm ========================== Show Notes: Budget 2025: Summary of key announcements and economic and fiscal forecasts https://lordslibrary.parliament.uk/budget-2025-summary-of-key-announcements-and-economic-and-fiscal-forecasts/ The full Budget 2025 https://assets.publishing.service.gov.uk/media/6929b367b3b9afff34e9621c/Final_print_HMT_Budget_2025_TEXT_PRINT_NEW.pdf Budget 2025 summary: tax rises and two-child cap scrapped https://govexplained.co.uk/budget-2025-summary/ Budget 2025: The key points at a glance | Money News | Sky News https://news.sky.com/story/budget-2025-the-key-points-at-a-glance-13475533 2025 Autumn Budget Summary (Tandem) https://us12.campaign-archive.com/?u=b2fc4b6dc0116f987aa61bcc8&id=4ad34e9378 Autumn Statement 2025 Spreads (Tandem) https://tandemfinancial.co.uk/wp-content/uploads/2025/11/autumn-statement-2025_spreads.pdf ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================