Evelyn Partners

IHT receipts continue to climb ahead of 2027 pension changes

Tax planning

IHT receipts continue to climb ahead of 2027 pension changes

April – December 2025 saw Treasury net £6.6bn from estates

clock 22 January 2026 • 3 min read
Barclays weighs bid for £2.5bn Evelyn Partners as major banks circle – report

Your profession

Barclays weighs bid for £2.5bn Evelyn Partners as major banks circle – report

NatWest and Lloyds Banking Group reportedly among firms considering offers

clock 08 December 2025 • 1 min read
Evelyn Partners exits employee benefits arm to 'refocus on wealth management'

Your profession

Evelyn Partners exits employee benefits arm to 'refocus on wealth management'

Howden to acquire Evelyn Partners Financial Services

clock 11 November 2025 • 3 min read
Remain alert: Why cybersecurity in advice is not a 'one and done' solution

Your Business

Remain alert: Why cybersecurity in advice is not a 'one and done' solution

'Don’t be stuck down the Cyber without a paddle'

clock 05 November 2025 • 4 min read
Evelyn Partners hits £67bn in AUM as inflows rise 18% in Q3

Your profession

Evelyn Partners hits £67bn in AUM as inflows rise 18% in Q3

Amid plans to integrate financial planning and investment management teams

clock 04 November 2025 • 2 min read
PA Asks: Most industry professionals 'somewhat confident' in their cybersecurity

Your profession

PA Asks: Most industry professionals 'somewhat confident' in their cybersecurity

'Attacks are becoming ever more sophisticated’

clock 28 October 2025 • 2 min read
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