Autumn Budget Rumours: What Might Change for Your Pensions and Tax-Free Lump Sum? | Money Mentor with David Braithwaite

With the autumn budget just weeks away, Money Mentor David Braithwaite joined BBC Radio Kent to unpack the biggest financial rumours currently making headlines. From potential changes to pension tax relief to the 25% tax-free lump sum and even how pensions could soon count towards inheritance tax.

Listen here

David explains what these possible shifts could mean for savers and retirees, especially with speculation mounting ahead of the Chancellor’s announcement on 26 November. His key advice? Don’t panic and don’t make knee-jerk financial decisions based on rumours.

He also answers a listener’s question about what to do with decades of payslips and P60s (hint: they can go — but shred securely!).

Click the SoundCloud player above to listen to the full episode and hear David’s expert breakdown of what could be coming in the autumn budget.

You can here more from BBC Radio Kent on the BBC Sounds

Getting to Know… Kelly Dinelli

Kelly Dinelli has had a front-row seat to the growth of Citrus Financial, and played a huge part in making it happen. When she joined in 2012, there...

Exam success for Kate and Daniel

It’s been a very good week for professional development at Citrus, with both Kate Morrish and Daniel Bell celebrating exam success. Kate has passed...

The Pension Reality Check returns: are you on track for the retirement you want?

How much will you actually need to retire comfortably? It sounds like a straightforward question. In reality, it can be surprisingly difficult to...

Stay in the loop

SUBSCRIBE TO OUR MONTHLY NEWSLETTER