All press releases
The Budget – CGT rise underlines the importance of ISAs
Chancellor Rachel Reeves increased Capital Gains Tax today in her maiden Budget, raising the rate from 10% to 18% for basic rate taxpayers and from 20% to 24% for higher and additional rate taxpayers. With no changes to Individual Savings Accounts made, a world of higher CGT underlines the importance of using tax wrappers like ISAs and Pensions.

Evelyn Partners acquires ReSolve
Evelyn Partners is pleased to announce that it has further strengthened its fast-growing Professional Services arm with the acquisition of ReSolve Advisory, an award winning**, provider of restructuring and business advisory services based in Charing Cross, London.

Evelyn Partners Group Limited third quarter trading update for the three months ended 30 September 2024
Evelyn Partners is pleased to announce a trading update for the three months to 30 September 2024. The period saw assets under management rise to a record high of £62.7 billion and operating income increase 11.1% compared to the same quarter last year.

Oaklins Evelyn Partners’ Cambridge office completes sale of leading provider of digital clinical records solutions
The Cambridge office of Oaklins Evelyn Partners has completed the sale of HD Clinical Limited, headquartered in Bishop’s Stortford, to listed German organisation NEXUS AG.

Almost half of business owners would consider leaving UK if Budget delivers tax blows
The Chancellor, Rachel Reeves, has been put on notice that the UK could lose a sizeable number of owner managed businesses if taxes are raised in Labour’s first Budget, according to new research* for professional services firm Evelyn Partners.

Evelyn Partners strengthens cyber security practice with senior Manchester-based appointment
Evelyn Partners, the professional services and wealth management group, has announced the appointment in its Manchester office of senior hire Stuart Whitehead to help drive the continued growth of the firm’s cyber security practice.

Nearly one in three UK business owners have fast-tracked exit strategies over past 12 months as possible CGT Budget raid looms
UK business owners have fast-tracked their exit plans over the past 12 months, according to new research* from leading professional services group Evelyn Partners. Nearly one in three (29%) have accelerated business exits in the last year, ahead of the upcoming Budget on October 30th where increasing CGT rates could take centre stage in the Chancellor’s statement. This is an uplift on the 23% who said 18 months ago** that they had brought forward business exits over the previous year.

Bestinvest names the funds favoured by its investment research teams as investors load up tax-efficient ISAs and pensions ahead of the Budget
Featuring 137 funds, ETFs and investment trusts handpicked by our research teams, the latest List serves as a valuable guide for DIY investors making major moves in the run-up to the Autumn Budget and those simply sprucing up their portfolios