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The Partner’s trusted partner
Business services, tax advice and wealth management for professional firms and their Partners.
Your personal wealth partner
Being a partner in a professional services firm, such as a legal practice or consultancy firm, comes with its challenges and demands. At Evelyn Partners, we possess the financial planning and investment management capabilities which are uniquely tailored to the
complexities of how partnerships are set up financially.
We are a partner-led service, meaning that all senior professional partners are looked after by a fellow senior professional with the expertise to relate to your challenges.
We work with professionals like you. We have the credentials to understand and support your partnership.
Our services
Wherever you are in your career as a professional partner, our advice and expertise is shaped around your needs, from estate planning to pensions, investments or preparing for life-changing scenarios.
Retirement planning and pensions
Some people want to travel the world or take up a new hobby when they retire. Others see it as a perfect opportunity to volunteer with a charity or start their own business. Whatever you are planning for the future, we can help you to make the most of your pension and other investments to achieve the retirement you want.
Financial protection
Many families would struggle to make ends meet if a family member developed a serious illness or died. This is why it’s so important to ensure you have the right level of financial protection and insurance in place. Our specialists can give you the peace of mind that you and your family are protected against the unexpected.
Supporting you through all your career stages
From becoming a partner, right through to retirement, Evelyn Partners are here to support you in every stage of your career.
Becoming a partner – Achieving professional success
At Evelyn Partners, we understand the intricacies involved when working with professionals and partners, especially when it comes to financial planning. This is where our expertise around partnership agreements, tax efficiency and the financing of your partnership shines through, building your partnership to achieve present and future success. In our guide, we explain the considerations that come with becoming a partner, as well as the importance of financial planning from the outset.
Professional partner – wealth management and tax services
Financial planning is an integral part of any professional's preparations for the future. For partners who have been in the industry for a short time or for those who have been in it for a longer period, taking the necessary steps to prepare for the future can have a significant impact on achieving the desired outcome. In our guide, we examine the steps required to ensure your money is working to secure the future you want, including estate planning, pensions, investments and preparing for life-changing scenarios.
Retiring from a partnership – How to make a financially smooth exit
Exiting a partnership can evoke a variety of emotions, from enthusiasm to the need to be cautious upon exiting the current financial setup. The long-term success of both your retirement plan, and the business exited, must be safeguarded. We analyse the processes when ceasing to be a partner – from the tax implications of leaving a partnership to other considerations such as employee vs consultancy - and how we can support you in retirement planning, including pensions, estate planning and inheritance tax (IHT).
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Read our latest news and insights
Basis period reform – where are we now?
Basis period reform represents a significant change to the way in which self-employed individuals, including partners in law firms, are subject to UK tax on their income. While the removal of basis periods will provide simplification for some businesses, including smaller partnerships, for larger professional service firms it raises a number of challenges.
The Evelyn Partners Investment Podcast: Will elections in 2024 impact your investments
Tax planning in tricky times
As we approach the end of the tax year, it is a time of uncertainty in the tax landscape. The Spring Budget on 6 March brought a few changes, but we could still see an early Autumn Statement, followed by a General Election, and then potentially a further Budget later this year. While this uncertainty does make it a tricky time for tax planning, it also places even more importance on having a clear long term plan, taking advantage of any opportunities now and getting the basics right.
Events & webinars
Latest events hosted or faciliated by Evelyn Partners
‘The Partner’s Trusted Partner’: Things to consider when becoming a partner
The taxation and pensions landscape continues to be complicated.
‘The Partner’s Trusted Partner’: Financial planning for professionals
Financial planning for professionals considers the implications of the current taxation environment, whilst providing guidance on strategic investment options.
‘The Partner’s Trusted Partner’: Retirement from the partnership
Offering strategic advice around retirement from a partnership including tax considerations, estate planning, pensions and planning for life-changing moments.
Speak to an expert
Connect with the power of good advice
By understanding your goals and aspirations, we offer the services that enable you to thrive. Contact us today and our specialists will be there to assist you.