Is the UK really breaking up? Why does India need to care?

Six years after Brexit, there is a question of whether the United Kingdom can stay together with itself. The United Kingdom is a union of four states – England, Scotland, Wales, and Northern Ireland. On September 14, the leaders of Scotland, Wales and Northern Ireland’s nationalist parties met in Cardiff, the capital of Wales and signed an agreement calling for their nations to have the right to decide their own futures. 

Scottish First Minister John Swinney, Welsh First Minister Rhun ap Iorwerth and Northern Ireland First Minister Michelle O’Neill are now pressing the British parliament together. The agreement declared that “Westminster’s (British Parliament meeting place) time is coming to an end”. While as a headline it is punchy and hard hitting, as of now Scotland, Wales and Northern Ireland remain part of the United Kingdom.

What is the background?

In 2014, 55.3% of Scots voted to remain in the UK and 44.7% voted for independence, on a voter turnout of 84.6%. The result was widely expected to settle the question for a generation. 

Brexit complicated that assumption. Scotland voted 62% to remain in the European Union in 2016, but left the EU when the UK as a whole voted for Brexit. The Scottish National Party (SNP) has since argued that this represented a fundamental change in the circumstances under which Scots voted in 2014. Its problem is that there is no straightforward way to hold another referendum because the UK Supreme Court ruled in 2022 that the Scottish Parliament does not have the power to legislate for an independence referendum without Westminster’s consent.

Wales is considerably further away from separation. The Welsh party Plaid Cymru’s victory in the 2026 election has nevertheless altered the political picture. It is now the largest party in the Welsh parliament, while Rhun ap Iorwerth has become the first Plaid Cymru first minister. Even so, ap Iorwerth has ruled out holding an independence referendum during the current term, which runs until 2030. Public opinion also remains some distance from a majority. A recent Survation poll put support for Welsh independence at 32%. Independence is therefore becoming a more prominent part of the Welsh political debate, but there is no immediate prospect of a vote.

Northern Ireland has a different constitutional route because the possibility of leaving the UK is already provided for under the Good Friday Agreement. A border poll on Irish reunification can be called if the British government believes it is likely that a majority in Northern Ireland would vote for reunification with Ireland. Recent polling puts support for unity at around 36%, which is not enough to suggest that such a threshold has been reached. The North Irish Sinn Féin party is nevertheless campaigning for a referendum by around 2030. Unlike Scotland, Northern Ireland does not need Westminster to create a new legal mechanism; the dispute is over whether the conditions for using the existing one are approaching.

Trump’s Statement

The question also acquired an international dimension just before the Cardiff meeting. During his visit to Ireland, Donald Trump said he would “love” to see a united Ireland. The remark was politically significant, particularly for Sinn Féin, but it did not alter the constitutional position. The US president has no power to call a border poll, and the British government has said that it does not currently believe the conditions for one have been met.

Why is it Important for India?

There is also a reason for India to follow the debate, particularly after the India-UK Comprehensive Economic and Trade Agreement (CETA) came into force on July 15, 2026. The agreement provides preferential access covering almost 99% of India’s export tariff lines. Bilateral trade was worth roughly £48 billion in 2025, and the UK estimates that the agreement could eventually add around £25.5 billion a year to bilateral trade.

The developments in Cardiff do not affect CETA at present. It remains an agreement between India and the United Kingdom. The implications for Indian businesses would become more complicated only if the constitutional debate moved from demands for greater autonomy to an actual change in the UK’s territorial structure. An independent Scotland, for example, would raise questions about whether the existing India-UK agreement could continue to apply there or whether a separate arrangement would have to be negotiated. The situation would be more complicated still if Northern Ireland were eventually to join the Republic of Ireland, since it would then come under the EU’s customs and regulatory framework.

That is the longer-term issue for India. CETA was negotiated on the basis of the UK being a single trading market. A change to that structure could eventually mean different tariffs, rules of origin and regulatory requirements in territories that currently fall under the same UK framework. None of that is an immediate concern, and there is no indication that CETA is about to be disrupted. For now, the developments of September 14 and 15 are primarily a story about British constitutional politics. The UK is not breaking up, but the political arguments that could eventually put the Union under serious pressure are becoming harder to ignore.

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