Evelyn Partners
Pension tax-free cash withdrawals jump 72% amid policy change fears
Data from the FCA shows an unprecedented amount was withdrawn from pensions as tax-free lump sums in 2024/25
Latest news | 3 Sep 25
UK chancellor sets ‘surprise’ November Budget date as tax rumours ramp up
Chancellor Rachel Reeves said she is “determined to deliver” the priorities of the British people
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