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The Autumn Budget: What are the implications for charities for 2026 and beyond?

27 November 2025

The Autumn Budget sets the tone for the economic and policy environment that charities will face over the coming years. In this recording of the Rathbones Charity Expert Series webinar, we explore what the Chancellor’s announcement in November 2025 means for the sector - looking not only at the immediate impact but also at the financial and operational implications for 2026 and beyond.


Article last updated 27 November 2025.

Featuring Vicki Butler, Head of Policy and Public Affairs at Charities Aid Foundation, Rebecca Young, Chief Policy Analyst at NCVO, and hosted by Andrew Maxwell, Senior Investment Director, Charities, at Rathbones, this webinar will give trustees the opportunity to hear informed perspectives and take away ideas to help strengthen their organisations’ financial resilience for the future.

More analysis for charities

Chancellor Rachel Reeves holds red box outside number 11 Downing Street on Autumn Budget day 2024

3 mins

26 November 2025

Autumn Budget 2025: What it means for charities

The Chancellor's autumn statement arrives at a critical moment for the voluntary sector. Demand for support is rising, fundraising conditions remain challenging, and policy decisions made this week will shape the financial realities facing charities for years ahead.

Autumn Budget 2025: What it means for charities
Two people listening

3 mins

24 October 2025

Beyond the Autumn Budget: Building financial resilience for charities

As the Chancellor unveils the Autumn Budget, charity leaders across the UK are again assessing what it means for their funding, reserves and long-term plans. Against a backdrop of economic uncertainty, the Budget’s policies ripple quickly through the voluntary sector, shaping everything from government grants to investment returns.

For trustees, the challenge is clear: how to balance immediate financial pressures with the need to secure their charity’s future. At Rathbones, we believe that resilience, not reaction, is the defining principle for the months ahead.

Beyond the Autumn Budget: Building financial resilience for charities
Wind turbines spinning in the wind on a hilltop

3 mins

24 October 2025

Responsible investment in practice: Aligning mission with market decisions

Responsible investment is about more than just avoiding investments that may conflict with the mission of your organisations. Instead, it can encompass a wide range of approaches that, together, help charities manage risk (whether financial or reputational), identify opportunities, and stay true to their values.

In this article, we cover some of the main strategies within a responsible investment toolbox and their importance to charity investors.

Responsible investment in practice: Aligning mission with market decisions
Fingers poised over a laptop keypad, with blue light in the background

7 mins

1 October 2025

Opportunities and risks of AI in the charity sector

All charities should be examining how they can harness the opportunities presented by AI, while remaining alive to the risks, Andrew Maxwell and Simon Lapthorne tell Ian Allsop from Civil Society Media.

Opportunities and risks of AI in the charity sector
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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.