Evelyn Partners
Uncategorised | 29 Aug 25
Evelyn Partners sees assets hit record high ahead of IHT changes
Net flows were £692m, up 62.1% compared with the £427m recorded in H1 last year
Evelyn Partners set to introduce minimum fee for DPS
Exclusive: The new minimum fee is set to be introduced “shortly” and clients have been contacted
Latest news | 7 Jul 25
UK IHT change set to hit pension pots holding commercial property
With many business owners holding commercial property in their pensions, the new IHT charge from 2027 could force a sale
Latest news | 1 Jul 25
Evelyn Partners sells Fund Solutions business to Thesis
Evelyn Partners Group has completed the sale of its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (EPFL), to Thesis Holdings Limited (Thesis). The deal follows the sale of its professional services business which completed on 31 March. The company said in a statement that today’s sale of EPFL now “strategically refocuses” Evelyn […]
Evelyn Partners notes ‘sizeable’ shift in active MPS rebalancing
Europe and Asian equities are in, as are UK government bonds in the latest MPS rebalancing announced by Evelyn Partners.