Evelyn adds 2 Planners to Bristol team

Wealth manager and Financial Planner Evelyn Partners has added two Financial Planners to its Bristol team.

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Evelyn Partners AUM up £1.4bn in Q1

Wealth manager and Financial Planner Evelyn Partners has reported a record £1.7bn of gross new money in Q1.

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IHT receipts hit record £7.1bn

The government's inheritance tax (IHT) haul for the 2022/2023 tax year reached £7.1bn - £1bn higher than the record seen in the previous year.

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Old Mill looks to Evelyn for head of wealth

Financial Planning firm Old Mill has appointed Amanda Browning as partner and head of wealth management.

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