Market insights

WEBINAR: 2025 Autumn Budget highlights

04 Dec 2025

Following the 2025 Autumn Budget, this video recap offers a clear review of the government’s latest fiscal decisions and what they mean for the UK economy.

We look at the fiscal backdrop shaping the Chancellor’s choices, the Office for Budget Responsibility’s (OBR) latest projections, and the wider implications for markets, taxation, and long‑term planning.

The session also considers the structural pressures on public finances: demographic change, an ageing population, subdued productivity, and rising healthcare and pension costs. These factors drive the OBR’s long‑range forecasts and highlight the need for stronger productivity growth and sustained investment, both crucial for understanding future inflation trends, tax policy shifts, and sector‑specific challenges.

Recurring themes include the UK’s productivity challenge, inflation returning toward target, interest‑rate expectations, and the balance between fiscal stability and growth. The OBR’s updated projections for growth, wage inflation, and the output gap suggest the UK avoids immediate crisis but still faces deep‑rooted hurdles that will shape the investment environment for years to come.

This video is intended for information only and does not represent personal financial advice. But if you would like to speak to one of our Chartered Financial Advisers, please get in touch. Past performance is not a guide to future performance. The value of an investment can fall as well as rise and is not guaranteed – you may get back less than you paid in.