Liquidation-hit wealth manager under investigation
UK lifeboat scheme is now accepting claims against the company
Evelyn Partners
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PEOPLE MOVES: Canaccord Genuity WM, Evelyn Partners, Rockpool Capital
Wealth manager bolsters Isle of Man office, as financial services group expands Bristol financial planning team
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Evelyn Partners adds four model portfolios to int’l MPS range
Strategies are defensive, conservative, growth and maximum growth
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HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
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PEOPLE MOVES: MFSA, Nomura, Marlborough
Malta regulator names CEO, as bank expands Asia wealth operation
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Evelyn Partners boosts professional services arm with M&A deal
Acquired firm offers a range of personal tax services
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Is retail investors’ appetite for risk increasing?
Cost-of-living crisis is hampering their ability to invest
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‘Landmark’ auto enrolment expansion to ‘empower’ British savers
DWP wants to help lower earners build up pension pots more quickly
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IHT bill on track to exceed £7bn
As inheritance tax receipts for January 2023 totalled £578m
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Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
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Pension freedoms reform proposals ‘deeply controversial’
Capping the 25% tax-free lump sum could disincentivise people from saving into a pot
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Evelyn Partners adds eighth advice firm to succession programme
Financial planning company will join the wealth manager’s Liverpool office