professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Evelyn Partners

Evelyn Partners sells ACD business to Thesis

Companies

Evelyn Partners sells ACD business to Thesis

Sold the business following strategic review

clock 27 January 2025 • 2 min read
Administrators reach sale deal for PSG's Unity SIPP

Pensions

Administrators reach sale deal for PSG's Unity SIPP

Scheme operated around 5,500 SIPPs

clock 10 January 2025 • 2 min read
Investors split over Trump presidency win amid potential increase in inflationary risks

Your profession

Investors split over Trump presidency win amid potential increase in inflationary risks

US government bonds at risk

clock 06 November 2024 • 4 min read
Effectiveness of Labour's immediate CGT hike under question

Tax planning

Effectiveness of Labour's immediate CGT hike under question

CGT rates were raised in last Wednesday’s Budget

clock 06 November 2024 • 2 min read
Autumn Budget 24: Labour hikes employers' National Insurance by 1.2 percentage points

Your profession

Autumn Budget 24: Labour hikes employers' National Insurance by 1.2 percentage points

Threshold lowered to £5,000

clock 30 October 2024 • 3 min read
Donre Advisory-owned SIPP operator enters administration

Regulation

Donre Advisory-owned SIPP operator enters administration

PSG SIPP administered schemes transferred or to be acquired

clock 29 October 2024 • 2 min read
Evelyn Partners reports £62.7bn AUMA in Q3 results

Your profession

Evelyn Partners reports £62.7bn AUMA in Q3 results

Driven by continued net inflows and positive market performance

clock 23 October 2024 • 1 min read
Editor's view: Budget tax hikes and consolidation

Your profession

Editor's view: Budget tax hikes and consolidation

The editor's Friday Night Takeaway from 18 October

clock 18 October 2024 • 2 min read
Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Tax Planning

Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Paul Geddes urges for caution on tax changes

clock 18 October 2024 • 2 min read
Evelyn Partners records £62.2bn AUM

Your profession

Evelyn Partners records £62.2bn AUM

The firm recorded a £2.6bn increase in AUM thanks to 'strong investments'

clock 13 August 2024 • 2 min read
234
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=evelyn partners