Evelyn Partners

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
IHT revenue shows 'no signs of running out of steam'

Tax planning

IHT revenue shows 'no signs of running out of steam'

Expect increases to continue, experts agree

clock 20 June 2025 • 3 min read
'Real danger' of some MPS players running too many models

DFM & Model Portfolios

'Real danger' of some MPS players running too many models

‘The number of models they’re running can absolutely run away from them’

clock 18 June 2025 • 3 min read
'Really low' pricing of MPS solutions is 'neither profitable nor sustainable'

DFM & Model Portfolios

'Really low' pricing of MPS solutions is 'neither profitable nor sustainable'

Industry seeing most providers charging 10bps, Evelyn Partners says

clock 17 June 2025 • 2 min read
Ann-Marie Atkins: Advisers must be 'more collaborative' for better client outcomes

Your profession

Ann-Marie Atkins: Advisers must be 'more collaborative' for better client outcomes

‘That is the challenge for advisers now’

clock 23 May 2025 • 2 min read
The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

Tax planning

The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

IHT tax take for April up £97m on same period last year

clock 22 May 2025 • 3 min read
Evelyn Partners launches Index MPS range into IFA market

Investment

Evelyn Partners launches Index MPS range into IFA market

Five risk-rated portfolios to help cost-conscious investors

clock 20 May 2025 • 1 min read
Evelyn Partners reports 'elevated' outflows as volatility hits clients

Companies

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Net flows remain positive at £345m

clock 08 May 2025 • 2 min read