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The winners and losers of Labour’s first Budget

 Telegraph Money reveals whether the Chancellor has left you better or worse off

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The Chancellor has now delivered her blockbuster Budget that she said will raise taxes by £40bn.

Family wealth held in pensions has come under a shock attack in Rachel Reeves’s Budget as they will be within the scope of inheritance tax from 2027. Landlords also face tax rises as they will pay additional stamp duty on second homes that experts say will hurt renters. But at least the cost of a pint is going down.



Telegraph Money has looked at who the winners and losers are.


Winners

Minimum wage workers

The Chancellor has announced an inflation-busting 6.7pc increase to the national minimum wage taking it to £12.21 an hour from April 2025, with £1,400 a year for a full-time worker. The wage for 18- to 20-year-olds will rise by £1.40 per hour. National wage growth eased to 4.9pc in the three months to July.

Carers

The Carers Allowance earnings threshold has increased, with the change taking place from April 2025. It means carers can earn more and still receive the government allowance.

Drivers

In welcome news for drivers Ms Reeves has extended the freeze on fuel duty. Transport research charity the RAC foundation welcomed the news saying that fuel prices push up the cost of living for everyone whether they drive or not. 

State pensioners

It was all but confirmed that the state pension will rise by 4pc in April, thanks to the triple lock. The increase will see the weekly benefit rise to £230.30 for the full new flat-rate state pension with £460 a year. However, with income thresholds set to remain frozen an individual receiving just the state pension will be taxed on their income from 2027.

Drinkers

In welcome news for pub-goers the Chancellor has announced she is cutting draught beer duty to take a penny off the cost of a pint.


Losers

Families

Inheritance tax has long been thought to be in scope for reform. The big news is that unspent pensions will be within the scope of inheritance tax from April 2027. At the same time the thresholds for estates will remain frozen until 2030 meaning more are likely to be drawn in to paying the tax.

Employers

Pushing up the National Insurance rate employers pay by 1.2 percentage points from 13.8pc to 15pc is a significant blow to businesses who may push the cost on to employees resulting in reduced pay packets. If they don’t, they could pass it on to shareholders or consumers resulting in lower dividends or higher costs. Ms Reeves has also reduced the threshold – the point at which employers pay NI on employees salaries – from £9,100 to £5,000. The move will raise £25bn for the Treasury.

Investors

The Chancellor has announced an increase to capital gains, the tax paid on investment profits. While the rate paid on second homes has not risen, holders of shares and other non-property assets will likely see their tax bills rise as a result of the move when they’re sold. The lower rate has risen from 10pc to 18pc, and the higher rate from 20pc to 24pc.

Farmers

Nestled in the inheritance tax reforms are changes to how the levy impacts farms. The agricultural allowance has been amended so that farmers with assets over £1m will be subject to a 20pc inheritance tax. They were previously exempt. The National Farmers Union warned the impact of any reforms will be felt for generations to come.

Landlords

While capital gains on properties hasn’t risen, the same can’t be said for stamp duty. The higher rate for additional dwellings – the stamp duty surcharge for second properties is going up by 2 percentage points, to 5pc. The change will happen overnight. Paul Johnson, of the IFS, warned that this tax increase would end up costing renters.

Workers

While Labour committed to not raising taxes on working people, the Government is committing to the freeze on income tax until 2028. It means more people will be dragged into higher tax brackets, including many pensioners who will pay income tax for the first time. Even if you’re not dragged into a higher tax bracket, anyone whose pay increases over the next four years will end up paying more tax if they earn more than the personal allowance.

Social housing tenants

The Government will reduce Right to Buy discounts and local authorities will be able to retain the full receipts from any sales of social housing. However, this will make it more expensive for tenants to buy their home off the council. My colleague Ruby Hinchliffe broke the story last month.

Private jet owners

Wheels down for private jet owners as Ms Reeves has unveiled 50pc increase in the rate of air passenger duty working out at around £450 per passenger.

Smokers (and vapers)

Rachel Reeves said tax on hand-rolling tobacco will increase by 10 per cent while a flat rate levy will be imposed on all vaping liquids from October 2026. Last week the government confirmed disposable vapes will be banned from June next year. My colleague Tom Haynes has written about why, as a signed up member of Vape Nation, he welcomes the ban.

Non Doms

The non-dom tax status will be scrapped from April next year. This will also remove the concept of domicile from the tax system.

Private equity fund managers

Before winning the election Labour said it would reform carried interest relief – the tax due the share of profits paid to investment fund managers – Ms Reeves has now done so. Previously taxed below income at the rate will rise to 32pc from April 2025, with more reform coming in 2026.





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