Uploaded November 2025 | Updated September 2026, 2 weeks ago
Charlotte “The Tax Queen” from Pie joins us to break down the UK’s messy tax system, the looming Autumn Budget changes, and the simple tax-planning moves people can take to stay ahead. From frozen thresholds to ISAs, SIPPs, pensions, inheritance tax, and even bizarre historic taxes, this video covers it all.
Whether you're a high earner, a side hustler, or someone trying to make smarter money decisions, Charlotte makes the complexity make sense.
0:00 — Why the UK tax system feels impossible to understand
1:01 — Charlotte’s journey: from Deloitte to “The Tax Queen”
2:20 — The biggest money mistake people make (and how to avoid it)
3:48 — ISAs, SIPPs & planning your tax year the smart way
5:08 — How to prep for the Autumn Budget without panicking
6:44 — Cash ISA cuts? What to do before anything changes
8:29 — How high earners can legally reduce their tax bill
10:12 — Investing for kids: Junior ISAs, Junior SIPPs & long-term planning
12:52 — How InvestEngine × Pie helps automate tax relief & HMRC reporting
15:38 — Tax bands explained + Charlotte’s biggest fixes for the UK system
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Don't miss out on our regular finance education videos – hit the subscribe button to stay informed and empowered on your investment path.
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Disclaimer: Capital at risk. The value of your portfolio with InvestEngine can go down as well as up, and you may get back less than you invest. ETF costs also apply. This video is for information only and is not financial advice. Tax treatment depends on individual circumstances and may change. Past performance is not a reliable indicator of future results.
Charlotte “The Tax Queen” from Pie joins us to break down the UK’s messy tax system, the looming Autumn Budget changes, and the simple tax-planning moves people can take to stay ahead. From frozen thresholds to ISAs, SIPPs, pensions, inheritance tax, and even bizarre historic taxes, this video covers it all.
Whether you're a high earner, a side hustler, or someone trying to make smarter money decisions, Charlotte makes the complexity make sense.
0:00 — Why the UK tax system feels impossible to understand
1:01 — Charlotte’s journey: from Deloitte to “The Tax Queen”
2:20 — The biggest money mistake people make (and how to avoid it)
3:48 — ISAs, SIPPs & planning your tax year the smart way
5:08 — How to prep for the Autumn Budget without panicking
6:44 — Cash ISA cuts? What to do before anything changes
8:29 — How high earners can legally reduce their tax bill
10:12 — Investing for kids: Junior ISAs, Junior SIPPs & long-term planning
12:52 — How InvestEngine × Pie helps automate tax relief & HMRC reporting
15:38 — Tax bands explained + Charlotte’s biggest fixes for the UK system
📱 Download the IOS app: apps.apple.com/gb/app/investengine?utm_source=youtube&utm_medium=social&utm_campaign=webinar
📱 Download the Android app: play.google.com/store/apps/details?id=com.investengine.app
Don't miss out on our regular finance education videos – hit the subscribe button to stay informed and empowered on your investment path.
Want to talk about it? Join the InvestEngine Community: community.investengine.com
Follow us on social media:
Instagram: instagram.com/investengine
TikTok: tiktok.com/@investengine
LinkedIn: linkedin.com/company/investengine
Twitter (X): https://x.com/InvestEngine
Threads: threads.net/@investengine
Reddit: reddit.com/r/InvestEngine
Disclaimer: Capital at risk. The value of your portfolio with InvestEngine can go down as well as up, and you may get back less than you invest. ETF costs also apply. This video is for information only and is not financial advice. Tax treatment depends on individual circumstances and may change. Past performance is not a reliable indicator of future results.
