Evelyn Partners

Financial planning | 1 Aug 24

Evelyn Partners makes sixth professional services acquisition in 18 months

The team, led by Donna Bulmer, give clients the ‘best possible’ tax advice and accountancy solutions

Tax & Regulation | 26 Jul 24

Labour and IHT: what might we see from the new government?

The Labour manifesto includes a commitment to hold only one fiscal event each year

Financial planning | 15 Jul 24

Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions

Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330

Industry | 8 Mar 24

PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International

Quilter has appointed Kirsty Anderson as a retirement and tax specialist

United Kingdom and USA flags over blue sky background. 3D illustration

Investment | 26 Feb 24

Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing

Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs