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  • Failed SIPP firm sold to 2 competitors

    Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.

  • Evelyn Partners closes legacy execution-only arm

    Financial Planning and professional services firm Evelyn Partners saw assets under management and advice (AUM/A) rise 13% year-on-year to £62.7bn at 30 September.

  • IHT receipts climb 10% in a year

    Inheritance tax (IHT) raised £736m for the Treasury in September, according to new figures released by HMRC today.

  • Evelyn Partners expands in the Midlands

    Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

  • Evelyn Partners adds 2 funds to Sustainable MPS in rebalance

    Wealth manager and Financial Planner Evelyn Partners has added two new funds to its Sustainable MPS in its latest rebalance.

  • Estates paying IHT on gifts doubles

    An increasing number of families are being caught out by unexpected inheritance tax bills on gifts made less than seven years before death.

  • Evelyn partners with charity Career Ready

    Wealth manager and Financial Planner Evelyn Partners has agreed a three-year corporate partnership with social mobility charity Career Ready.

  • Evelyn appoints 2 business development managers

    Wealth manager and Financial Planner Evelyn Partners has appointed two new business development managers to help support the continued growth of its IFA business.

  • Tilney Smith & Williamson will rebrand as Evelyn Partners this summer

    Tilney Smith & Williamson to rebrand as Evelyn Partners

  • Newcastle

    Tilney Smith & Williamson doubles Newcastle office

  • According to the Financial Planning firm, the rebrand to Evelyn Partners reflects that the business is now ‘one firm with a single purpose’.

    Tilney rebrands as Evelyn Partners

  • L-R: Craig Richards and Nick Parkes, Evelyn Partners 

    Evelyn Partners hires Planner for East Midlands expansion

  • Evelyn Partners is the new name for Tilney Smith & Williamson

    Evelyn Partners adds Bracknell Planner from Wesleyan

  • The Office for National Statistics released its latest private pension wealth report on Friday

    Tenth of UK savers hold 64% of pension wealth

  • HMRC released the latest IHT data this morning

    Planners react: Monthly IHT receipts rise £100m

  • Tilney Smith & Williamson rebranded as Evelyn partners earlier this month.

    Evelyn co-founds accounting and advisory network

  • Nick Reeves

    Evelyn hire to help boost international Financial Planning

  • Catherine Glennon

    Evelyn adds divorce specialist Planner to Cambridge team

  • Oliver Robson

    Evelyn Partners hires investment director from Quartet

  • Tilney Smith and Williamson recently rebranded as Evelyn Partners

    Evelyn shifts away from global equity funds

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