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The Latest Breaking News from Evelyn Partners

Taxation of trusts is ‘complex’ says wealth management expert

The tax treatment of property transferred into a trust depends on factors, according to Ian Dyall from Evelyn Partners.

Evening Standard

Retirement specialist warns of pensions pitfalls amid market turmoil

With markets continuing to show volatility, a pensions specialist is warning pension savers about some risks to weigh up.

Evening Standard

Households may face a further income squeeze, say experts

Mortgage rates, prices of goods and retirement annuities may potentially be affected by recent market movements.

Evening Standard

From analysis to the latest developments in health,
read the most diverse news in one place.

Annual jump of 25% in personal insolvencies in England and Wales in November

Debt relief order numbers have been at record levels in recent months after the removal of a £90 admin fee.

Evening Standard

More farmers seeking financial advice over inheritance tax changes, say experts

Thousands of farmers marched on Westminster on Tuesday in a protest against the Budget changes.

Evening Standard

Global stock markets rally as Donald Trump takes victory in US election

Strong gains in premarket trading in New York showed stocks on Wall Street look set for a fresh rally on Wednesday in response to the result.

The Independent UK

Fintech founders warn poor regulation threatens London's world leading status

Founders have warned Rachel Reeves not to raise capital gains tax in the Budget in a way that “harms UK competitiveness”.

Evening Standard

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Housing market ‘is reviving’ amid growth in house prices and mortgage approvals

Figures released on Monday showed a two-year high in annual house price growth and mortgage approvals for house purchase.

The Independent UK

Divert national insurance cut bonus to a UK pension, experts say

Younger employees could increase their retirement pot by more than £100,000 by saving monthly gain

The Guardian - UK

Number of people taking out debt relief orders reaches highest level since 2009

The number of people needing ‘breathing space’ from their debts also jumped, according to Insolvency Service figures for England and Wales.

The Independent UK

Warning that next year's State Pension increase could 'see millions more retirees' forced to pay income tax

Finance experts warn many over retirement age face unexpected tax bill - and urge early action

Manchester Evening News

New State Pension annual pay rise next April could see millions of people in retirement paying tax

A freeze in the personal allowance at £12,570 is pushing more pensioners closer to the tax threshold.

Daily Record

Evelyn Partners continues Scottish expansion with PPM Wealth deal

Acquisition will see the eight-strong team move across Glasgow

Insider UK

Evelyn Partners' business adviser relocates to New York as part of new mobility scheme

Evelyn Partners and CLA are members of a global network, CLA Global Limited (CLA Global), which has launched a global mobility programme

Birmingham Post

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Birmingham Post

Evelyn Partners bolsters Bristol team with two financial planning appointments

The integrated wealth management and professional services group has offices across 26 towns and cities in the UK

The Independent UK

E2E 100 partner Avi Heeralall of Evelyn Partners looks at the benefits of robust internal controls

Tech companies need solid internal controls to promote future growth and operational efficiency, says Evelyn Partners Head of Technology Audit

The Guardian - UK

Rishi Sunak’s accountants urge retention of non-dom status

Evelyn Partners recently confirmed PM made around £5m in past three years, mostly through investments

Birmingham Post

North East deals of the week: key acquisitions, contracts and investments

Companies to feature this week include equiwatt, Leathers LLP, Advanced Composites Engineering and Tees Valley Lithium

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news in one place.

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Birmingham Post

Leathers LLP is snapped up by London wealth managers Evelyn Partners

The Newcastle and Harrogate firm's founder Michael Leathers says 'it is time for the business to gear up'

Insider UK

Evelyn Partners hires new managing partner in Scotland

Wealth manager also hires three new staff within its Edinburgh team

Birmingham Post

Latest appointments and jobs news from the South West

We take a look at some of the people in the region who have taken on new roles in recent weeks

Birmingham Post

Latest appointments and promotions in the South West

Companies across industries including tech, finance and manufacturing have all made announcements in recent weeks

Insider UK

Evelyn Partners eyes Scottish expansion with deal for new Glasgow office

The new site will be the wealth management group's largest outside of London

Bristol Post

14 Bristol companies collapse amid cost of living crisis

The rising price of energy, materials and petrol has forced some Bristol firms to close for good

Birmingham Post

Exclusive: 57 South West companies go bust as rising inflation hits business

The figure is down from the same period in 2021, but the region's retail and services sectors have seen a surge in insolvencies - and greater than across the rest of the UK

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