The Labour Budget Is Coming – And Most Investors Are Completely Unprepared. By Lane Clark of TPP.

We’re now days away from one of the most anticipated, and feared, Budgets in recent memory.

For weeks we’ve heard rumours, leaks, U-turns, backtracking, trial balloons, media “exclusives”, Treasury “sources”, and endless speculation.

But behind all the smoke and mirrors, behind all the “we promise this won’t hit working families”, behind all the attempts to soften the blow…

This Budget will be brutal for investors.
No spin. No filters. No softness.

And if you’re not prepared, it will affect your wealth.

Let’s cut through the noise and talk plainly, as we always do at TPP.

WHAT’S REALLY HAPPENING

Labour is staring at a £30bn+ black hole.
They can pretend otherwise, but the maths doesn’t lie.

Which means only one thing:

They’re coming for more money.

From investors.
From businesses.
From savers.
From anyone with assets.

And they’ll claim it’s “fair”, “targeted”, “temporary” or “necessary for growth”.

We’ve heard it all before.

Over the last few weeks we’ve seen:

• Rumoured changes to Capital Gains Tax
• Talks of scrapping allowances
• Whispers about dividend tax hikes
• Re-priced payroll taxes
• The inheritance tax debate resurfacing
• And the constant message: “Those with the broadest shoulders should pay more”

But here’s the truth:

These policies don’t create growth. They crush it.

And deep down, every investor knows it.

BUT HERE’S THE REAL TWIST…

While Labour tries to convince the country they’re “fixing” the economy, something else is happening:

The markets do not care. At all.

Just look at the FTSE 100 this year, we’ve hit all-time highs in 2024.

Not because of Labour.
Not because of some bold domestic policy.
Not because Rachel Reeves inspired international confidence.

The FTSE 100 has rallied because:

• Global companies drive its weighting
• AI is driving the world’s biggest growth cycle in decades
• International demand dwarfs domestic politics
• Capital flows care more about earnings than ideology
• The top 100 companies barely notice who’s in No.10

Reeves and Starmer can raise taxes, shuffle departments, and talk about “stability through discipline”…
But in the grand scheme of global markets?

They are irrelevant. And they will be forgotten quickly.

BUT DON’T GET COMPLACENT, BECAUSE HERE’S THE CATCH

While the overall markets may not care about Labour…

Your personal portfolio absolutely will, depending on who manages it.

Most wealth managers will:

• Hold the same positions regardless of the Budget
• Send you a templated reassurance email
• Hope the markets recover
• Sit on their hands when volatility hits
• Charge you full fees whether your portfolio rises or falls
• Tell you to “think long-term” while you watch your performance lag

This is the old model.

The outdated, overpriced, underperforming one that so many investors are trapped inside.

And it is the single biggest risk going into this Budget.

Not Labour.
Not Reeves.
Not tax policy.

But staying with a manager who won’t act when it matters.

THIS IS WHERE TPP IS DIFFERENT

At TPP, we don’t buy, hold and hope.
We don’t wait for the dust to settle.
We don’t sit out the most important opportunities.

Volatility is the opportunity.

Political shock, tax changes, market reaction, this is where our traders step in.

If markets fall, we trade it.
If markets rip higher, we capture it.
If sectors rotate, we move with them.
If global momentum shifts, our strategies respond instantly.

This is why TPP portfolios continually outperform benchmarks.
This is why our clients stay ahead of the curve.
And this is why the coming Budget won’t be something to fear, it will be something to exploit.

THE BIG QUESTION FOR INVESTORS RIGHT NOW

Are you positioned to take advantage of the Budget?

Or are you positioned to suffer from it?

Because whether or not the overall market cares about Labour…
Your portfolio outcome depends on your strategy, your manager, and your ability to act.

SO WHAT SHOULD ONE DO?

If you want to know exactly how prepared you are, and how your portfolio would hold up under Labour’s new tax landscape…

Schedule a FREE portfolio consultation with us today.

This isn’t a sales call.
It’s a clear, data-driven analysis of your current strategy, your current risks, and the opportunities most investors are missing as we head into November 26.

Most investors will react too late.
The smart ones get ahead of the Budget, not after it.

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‍Book your consultation CALL by clicking here:

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No matter what Labour announces…
No matter what taxes rise…
No matter how markets react…

TPP will be trading through it.
Actively, aggressively, intelligently.
Protecting your capital and hunting for upside.

That’s the difference.

That’s why our clients sleep at night.
And that’s why this Budget is not something to fear, if you’re with the right team.

Schedule your free consultation now.
You’ll be glad you did.

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