St. James's Place says limited Budget tax changes reassure investors and pension savers

By Public Technologies
  • St. James's Place's Claire Trott said limited individual tax changes in the 2026 Autumn Budget provided reassurance for investors and pension savers.
  • The cash ISA savings limit remains £20,000 annually for all savers, reversing a planned reduction to £12,000 from April 2027.
  • Individual capital gains tax rates remain 18% and 24%, with the annual exempt amount unchanged at £3,000.
  • Pension contribution tax relief remains unchanged, as do rules governing the pension tax-free lump sum.
  • Business asset disposal relief's lifetime gains limit falls from £1 million to £500,000 from April 2027.


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