Events and insights for charities

Trustees who are responsible for a charity’s investment portfolio might need to adjust their priorities in the current challenging financial climate, James Ayre, Fund Manager, Charities, and Kate Elliot, Head of Research, Rathbones Greenbank, tell Ian Allsop, contributing editor for Charity Finance.

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.

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.

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.