Evelyn Partners

To funds advised by Apax

Financial planner Luke Lodge's personal perspective

CEO Geddes flags Budget impact on ‘strong’ Q4

Sold the business following strategic review

Scheme operated around 5,500 SIPPs

US government bonds at risk

CGT rates were raised in last Wednesday’s Budget

Threshold lowered to £5,000

PSG SIPP administered schemes transferred or to be acquired

Driven by continued net inflows and positive market performance