Evelyn Partners
Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
UK taxman collects £2.6bn from IHT receipts in 3 months
Bereaved families are ‘increasingly filling government coffers’ due to frozen thresholds.
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