Evelyn Partners

Evelyn Partners boosts Scotland expansion with PPM Wealth deal

Your profession

Evelyn Partners boosts Scotland expansion with PPM Wealth deal

A team of eight people from PPM Wealth will join Evelyn Partners

clock 22 June 2023 • 1 min read
Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Tax planning

Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Figures are a 13% increase from the £1.1bn collected this time last year

clock 21 June 2023 • 1 min read
Evelyn Partners buys up boutique City of London firm Dart Capital

Your profession

Evelyn Partners buys up boutique City of London firm Dart Capital

Transaction is set to complete later this year after regulatory green light

clock 12 June 2023 • 1 min read
Rising IHT receipts should be 'wake-up call' to take tax advice

Tax planning

Rising IHT receipts should be 'wake-up call' to take tax advice

‘More good news for the Treasury’ as April nets £0.6bn

clock 23 May 2023 • 2 min read
FSCS investigates London firm Pello Capital after liquidation

Regulation

FSCS investigates London firm Pello Capital after liquidation

The wealth manager was authorised by the FCA between 2007 and 2022

clock 10 May 2023 • 1 min read
IHT goes 'mainstream' as latest HMRC receipts hit record high

Tax planning

IHT goes 'mainstream' as latest HMRC receipts hit record high

Receipts for April 2022 to March 2023 reach £7.1bn

clock 25 April 2023 • 3 min read
Record IHT receipts up 16% year-on-year with £0.9bn increase

Tax planning

Record IHT receipts up 16% year-on-year with £0.9bn increase

Running total for 2022/23 now £6.4bn, surpassing last year’s final figure

clock 21 March 2023 • 4 min read
Spring Budget 23: Tweaks to NMPA/IHT could be the cost of pension allowance increase

Pensions

Spring Budget 23: Tweaks to NMPA/IHT could be the cost of pension allowance increase

Some fear the government could alter IHT rules or hike the minimum pensions age to 60

clock 15 March 2023 • 3 min read
Financial services big guns show resilience in full-year results

Companies

Financial services big guns show resilience in full-year results

Evelyn Partners and Aviva results for 2022 released on 9 March

clock 09 March 2023 • 2 min read
Flexibility 'a necessity' for hybrid advice, says NextWealth

Business models

Flexibility 'a necessity' for hybrid advice, says NextWealth

New report collates views from 327 advice professionals

clock 27 February 2023 • 2 min read