Evelyn Partners
Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
Inheritance tax receipts reached £2bn between April and June
A £200m increase from last year
PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
DWP unveils digital midlife MOT for older Brits
Website will include a financial tool to help people understand what to prioritise before retirement
Charles Stanley rolls out financial coaching service
As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering