IHT receipts up £200m on same time last year as Budget looms
Removal of IHT reliefs reported to be in the sights of Chancellor Rachel Reeves
Evelyn Partners
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Evelyn Partners makes double hire to IFA sales team
Joe Sheehan and Ben Sims brought on board
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US CPI inflation hits 2.9% ahead of September Fed decision
Industry commentators predict September rate cut from the Fed
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Evelyn Partners assets hit £62bn as it books £500m net inflow
Adjusted earnings up 18.3% to to £103.9m
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Evelyn Partners expands in the North with Haines Watts deal
Manchester, Leeds and Newcastle offices acquired
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Reeves leaves door open to IHT hike with business relief under threat
Labour has been ‘fairly quiet’ on inheritance tax
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US CPI sparks rate cut discussion after downside surprise
Industry commentators weigh in on possibility of rate cut
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PEOPLE MOVES: Evelyn Partners, Canaccord Genuity WM, M&G, Vanguard, Time Investments, GAM, Edentree
Evelyn Partners bolsters Surrey office
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Evelyn Partners boosts Guildford office with new financial planner hire
Emma Rivers joins from Barclays Wealth & Private Bank
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Labour unveils manifesto targeting ‘wealth creation’ as top priority
However, commentators warn the lack of a concrete commitment to not raise CGT could concern investors
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PEOPLE MOVES: Evelyn Partners, Franklin Templeton, AllianceBernstein, CG Asset Management
Craig McGuire joins the wealth manager
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Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager