Balance Briefing: March 2025
Spring Statement 2025 Special
If you're building or preserving significant wealth, the Spring Statement brought more than just numbers — it signalled real shifts in tax, markets, and personal finance.
What you need to know
A quick 4-minute update to highlight:
→ Inheritance Tax changes and planning risks
→ ISA reforms and the future of cash
→ Market outlook and investment opportunities
→ How to keep your wealth strategy on track
Why this matters
You may already have an adviser, or perhaps you’ve been managing things yourself.
But here’s the reality: with frozen thresholds, growing tax complexity, and a possible upcoming ISA reform — continuing as you are might no longer be the right strategy.
At Balance, we work with people who want clarity, not complexity:
→ Fixed fees - not percentage
→ Evidence-based investing - not speculation
→ A Goals-based financial plan - built around you
We’re Chartered Financial Planners and proud to lead with integrity, innovation and care.
Want to see the kind of helpful information we share with our clients? Download our Inheritance Tax guide below.
Let's continue the conversation
Now is the perfect time to check if your financial plan is working as hard as it could be - so you can focus on what matters the most.
Let’s talk about how we can help you protect, grow and transition your wealth — with confidence.
Watch the video for the headlines, grab the guide for the detail — and let’s explore what this means for you.
Ready to see if we’re the right fit?
Book a no-obligation call directly with one of our Chartered Financial Planners.
Please note: This update is not financial advice and is provided for information only. You should not take any action before speaking to a Financial Planner, who will confirm what suits you. Past performance is no guarantee of what will happen in the future.
Please feel free to share it with anyone who may be interested. If you have any questions, please get in touch by emailing investments@balancewealth.uk.