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This is Money Podcast

Bonus episode: The questions financial planners are being asked after the Budget... and the answers

This is Money Podcast

This is Money

Business News, News, Investing, Business

4.4734 Ratings

🗓️ 4 December 2025

⏱️ 21 minutes

🧾️ Download transcript

Summary

The dust has settled on the Budget but while we now know what Rachel Reeves plans for our finances, many questions remain.
The Budget featured a raft of tax rises – but also left out some moves that were widely rumoured to happen.
On this special bonus episode of the This is Money podcast, Simon Lambert is joined by Lisa Caplan, of Charles Stanley Direct, to find out what people are asking after the Budget - and the answers to those important questions.

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Hosts: Georgie Frost, Simon Lambert, Lee Boyce, Helen Crane

Producer: Georgie Frost


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Transcript

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0:00.0

Hello, I'm Simon Lambert, this is money.

0:08.2

Welcome to a special after the budget podcast with Lisa Kaplan of Charles Stanley Direct,

0:13.4

where we're going to be talking about the big questions that have come up after the

0:17.8

Chancellor's speech and what people need to know.

0:22.3

The dust is settled on the budget. Well, it's sort of settled on the budget. There's still plenty of rouse going on.

0:28.0

But whilst Rachel Reeves' speech did at least answer the things that we were wondering

0:33.5

about what she was going to say, it has left many questions remaining.

0:42.3

There were a raft of tax rises, but then there were also some very big moves that were widely rumoured to happen that didn't. So what do people want to know now about the budget

0:47.3

and their finances? What are the answers to those important questions?

0:51.1

Lisa, you are a financial planner with lots of experience and you spend your days

0:57.9

answering people's questions when they need to know things about their finances. How did the

1:03.4

build-up to this budget compare to others in terms of the questions that you were being asked

1:08.7

and the general interests.

1:11.5

Hi, Simon.

1:16.9

It seemed to me that there was a huge amount of interest in this budget.

1:22.9

In previous, well, going back a few years, I was an unusual finance geek and me and my colleagues would gather around a screen and watch the budget with great interest, but the rest of the country

1:28.1

didn't seem all that interested. That's not true anymore. There's a lot of interest, a lot of

1:33.8

questions, and unfortunately, a lot of overreaction to the speculation that preceded this budget.

1:40.6

As a financial plan, my job is interpreting these sorts of things for people and what

1:45.4

it means for them in their situation. And I can only really talk about the rules as they are.

1:52.1

I'll tell people there is some speculation, but I can't advise them on the speculation. And I

1:57.6

would advise people not to sort of have a knee jerk reaction and obviously

...

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