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Evelyn Partners

IHT tax take up £100m to £4.4bn in six months to September

Tax planning

IHT tax take up £100m to £4.4bn in six months to September

IHT revenue on track for ‘another record-breaking year’

clock 21 October 2025 • 3 min read
Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Companies

Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Sale ‘no surprise’ after Evelyn’s fund and professional services business offload

clock 20 October 2025 • 6 min read
The six biggest cyber threats for financial advisers

Your profession

The six biggest cyber threats for financial advisers

Cyber incidents put trust between advisers and clients at risk

clock 02 October 2025 • 3 min read
Evelyn Partners to begin sale process next month – report

Companies

Evelyn Partners to begin sale process next month – report

The UK wealth management firm to kick off process in October

clock 04 September 2025 • 1 min read
'There are sharks out there': V11 footballer plight highlights professional athlete financial vulnerability

Your profession

'There are sharks out there': V11 footballer plight highlights professional athlete financial vulnerability

‘Sadly, in every industry there is good and bad'

clock 03 September 2025 • 8 min read
Evelyn Partners AUM closes H1 at £64.6bn 'all-time-high'

Companies

Evelyn Partners AUM closes H1 at £64.6bn 'all-time-high'

Gross inflows and net flows climb

clock 29 August 2025 • 2 min read
'Still time' to reconsider IHT/pensions as receipts continue climb

Tax planning

'Still time' to reconsider IHT/pensions as receipts continue climb

But government likely to ‘stubbornly stick’ with proposals, expert says

clock 21 August 2025 • 3 min read
ChatGPT is changing how clients find advisers

Technology

ChatGPT is changing how clients find advisers

Prospective clients using AI tools to find financial advisers

clock 17 July 2025 • 6 min read
IHT/pensions shake-up threatens SME commercial property owners

Tax planning

IHT/pensions shake-up threatens SME commercial property owners

Evelyn Partners warns thousands of businesses are at greater risk

clock 07 July 2025 • 4 min read
Evelyn Partners completes sale of fund solutions business

Companies

Evelyn Partners completes sale of fund solutions business

75 staff to move over to Thesis

clock 01 July 2025 • 1 min read
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