Call us
01242 697821

Blogs

Keep up to date with the latest news and our guides on all things mortgages. 

Autumn Budget 2025: What Homeowners and Buyers Should Know

Delivered by Chancellor Rachel Reeves on 26th November, the 2025 Autumn Budget brings a mix of new changes. We’ve gone through the details, and here are some changes that you’ll want to keep a close eye on.

The good news first: Stamp Duty remains unchanged for main-residence buyers. The government reaffirmed its commitment to boosting housing supply through new towns and social housing projects. A positive long-term signal for the property market. Plus, the state pension and minimum wage will see modest increases, and some energy-related levies will be reduced.

We’ve also seen the Budget freeze income tax thresholds. This means many people will gradually pay more tax as wages rise. ISA allowances will be reduced in 2027, dividend tax rates are increasing, and pension salary-sacrifice benefits will be capped from 2029.

However, there are shifts. From 2028, a new High-Value Council Tax Surcharge (referred to as a “mansion tax”) will see properties between £2m and £2.5m pay about £2,500 per year, rising to £7,500 per year for homes worth £5m or more.

For landlords, tax on rental income will increase. From April 2027, property income will be taxed at a higher rate. “Basic rate” property income is now taxed at 22%, and higher/additional rate income is taxed at 42% or 47%. These changes could squeeze returns on buy-to-let properties. Prompting some investors to rethink holding rental portfolios or to increase rents to offset the rise in tax.

Budget 2025 Scenarios: What It Might Mean for You

Working Household (Middle Income – £38,000 salary)

Profile: Employed, no rental property, modest savings, pension via workplace scheme, saving for a deposit, aiming to buy their first home in the next 12–24 months.

  • Frozen tax thresholds mean pay rises push more income into the higher-tax band over time.
  • ISA allowance drops to £12,000 in 2027 → less tax-free savings room.
  • Pension salary-sacrifice NI benefit capped at £2,000 a year, reducing total tax efficiency.
  • No change to Stamp Duty for primary residences.
  • Stable interest rates make mortgage planning easier, though affordability tests remain stricter than pre-2021.

Overall: A mixed picture — deposit saving becomes harder, but mortgage costs and buying conditions remain steady, and more homes are (slowly) coming onto the market. For first-time buyers, the key is planning early and using every tax-efficient tool available to build a strong deposit.

Landlord / Property Investor (Higher earner – £70,000 salary + £12,000 rental profit)

Profile: One rental property, interest-only mortgage, relies on rental income to supplement earnings.

  • Rental income tax rate rises to 42% (higher rate) from April 2027.
  • That extra 2% tax costs them roughly £240 more per year on a £12,000 rental profit.
  • If they own a higher-value property portfolio, other costs may rise (e.g., council tax revaluation in 2028).
  • Mortgage rates may stabilise, but affordability tests remain tight.

Overall: Still profitable but net yields shrink. Many landlords will reassess if keeping the property is worthwhile — especially when combined with rising maintenance costs.

Retiree or Near-Retiree (Mixed savings & investments)

Profile: State pension + £9,000 dividend income + ISA savings.

  • Dividend tax rises 2%, meaning someone with £9,000 dividend income may pay around £180–£280 more per year depending on their tax band.
  • Cash ISA limit cut to £12,000, reducing long-term tax-free sheltering capacity.
  • State pension rises (approx 4.8% uplift), adding around £500/year, which helps offset the rising taxes.

Overall: Small increase in regular income from the pension, but tax on investments rises. Managing savings and tax wrappers becomes increasingly important.

If you’ve been on the fence about purchasing or refinancing, this moment might be a good one to review. Especially considering long-term costs, not just purchase price. As ever, good advice and long-term planning remain key. If you like, we can run a “what this means for you” stress-test based on the value of your home and whether it’s owner-occupied or rental. 

SPEAK TO AN ADVISER

Related

Take The Stress Of Christmas With Equity Release

Take The Stress Of Christmas With Equity Release

The festive season can be magical. But honestly, we are speaking to so many of our clients, and the ...

Read More >
Big News! Interest-Only Mortgages Just Got Easier

Big News! Interest-Only Mortgages Just Got Easier

Big news from the mortgage world: Nationwide are releasing interest-only mortgages to first-time buy...

Read More >
Protection: How Needs Evolve Over a Lifetime

Protection: How Needs Evolve Over a Lifetime

Understanding how your insurance needs change over time is key to maintaining financial security for...

Read More >
A Better Way Forward for Equity Release

A Better Way Forward for Equity Release

Equity release has helped thousands of UK homeowners unlock the value in their property, but it hasn...

Read More >
A Broker’s Guide to Busting Mortgage Barriers for Homeowners

A Broker’s Guide to Busting Mortgage Barriers for Homeowners

Refinancing a mortgage isn’t always as simple as finding a lower rate. Changing incomes, property v...

Read More >
When Might an Insurer Not Pay a Claim?

When Might an Insurer Not Pay a Claim?

We often get asked, when might an insurer not pay a claim? I understand how frustrating it can be wh...

Read More >

What our clients say...

Latest Blog

Autumn Budget 2025: What Homeowners and Buyers Should Know

Delivered by Chancellor Rachel Reeves on 26th November, the 2025 Autumn Budget brings a mix of new c...
Read More

Take The Stress Of Christmas With Equity Release

The festive season can be magical. But honestly, we are speaking to so many of our clients, and the ...
Read More

The Hidden Benefits of Using a Broker for Your Protection Policy

Did you know that nearly one in five adults in the UK who start looking into protection insurance do...
Read More

How Health Cover Is Evolving, And Why It Matters

Health insurance has come a long way. Once seen as something you only used when you were unwell, tod...
Read More

Remember To Update Your Home and Content Insurance

It’s that time of year again! Twinkly lights, endless mince pies, and maybe a few exciting new gift...
Read More

Big News! Interest-Only Mortgages Just Got Easier

Big news from the mortgage world: Nationwide are releasing interest-only mortgages to first-time buy...
Read More

The Art of Spending Mindfully

As your broker, I want to help you not just protect your financial future with the right mortgage or...
Read More

Insurance That Works Harder

When it comes to health insurance, many people think only about hospital treatment, consultations, o...
Read More

Protection: How Needs Evolve Over a Lifetime

Understanding how your insurance needs change over time is key to maintaining financial security for...
Read More

A Better Way Forward for Equity Release

Equity release has helped thousands of UK homeowners unlock the value in their property, but it hasn...
Read More


Fairview Financial Ltd is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. Fairview Financial Ltd is registered in England and Wales no: 10912424. Registered office: 107 Promenade, Cheltenham, GL50 1NW.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

@ 2020 by Fairview Financial

Our Fees        

A fee may be charged for mortgage advice. The exact amount will depend on your circumstances.

Our standard fee for mortgages is £395 and this is paid when the mortgage is offered. We charge a fee of £295 First-Time Buyers. Other fees may apply depending on the complexity of the work involved or loan amount. The maximum fee we can charge is £795.

Our standard fee for Equity Release is £895 and this is paid on completion.

We also receive a commission from the lender that will vary depending on the lender, product or other permissible factors. The nature of any commission model will be confirmed to you before you proceed. If we receive a commission, this will not affect the cost payable by you.

THINK CAREFULLY ABOUT SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBTS SECURED ON IT.

BUY TO LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

EQUITY RELEASE: THIS IS A LIFETIME MORTGAGE. TO UNDERSTAND THE FEATURES AND RISKS, PLEASE ASK FOR A PERSONALISED ILLUSTRATION. CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE.


  • Back to top