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Recent Insights

Insight

Determining the right investment risk for your portfolio

The rise of 'finfluencers' is reshaping how people approach investing. While these social media experts can make financial matters seem straightforward, their advice and ‘do it yourself’ investing may not always be suitable for everyone, Here’s why professional financial advice is crucial for managing investment risk effectively

14 Mar 2025

Insight

Dealing with deal fatigue: financial tips for post-business exit planning

Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next

14 Mar 2025

Insight

Inheritance tax reform: HMRC publishes consultation on agricultural and business property

We detail the consultation paper from HMRC around agricultural and business property announcements from the 2024 Budget and its impact on individuals, trustees and taxpayers as a whole.

14 Mar 2025

Insight

US equities are adjusting to China-US tensions

US stocks are being negatively affected by geopolitics but there are still many reasons for a potential recovery including consumer confidence and positive company earnings

13 Mar 2025 Daniel Casali

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Upcoming Events

Event

Auditing with purpose: a roadmap for your fintech

We are delighted to invite you to this webinar with the Evelyn Partners team and Form3, to explore the importance of audit for fintechs when charting a journey for their business growth. 

25 March 2025, 12:00 - 13:00

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Event

Spring Business Breakfast Club

Markets, Succession, Planning and Taxes

26 March 2025, 08:00 - 09:45

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Event

Responsible investment conference 2025

Global geopolitics and the energy sector have been going through arguably one of their most volatile periods in living memory. Coincidence, or could concerns over energy security be one of the driving forces behind increased conflict and protectionism across the globe?

26 March 2025, 13:00 - 17:15 London

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Recent Podcasts

Podcast

Are there any unintended consequences of divesting?

Katrina Brown from Evelyn Partners and Prof Kelly Shue from the Yale School of Management discuss the unintended consequences of divesting in this podcast.

23 Oct 2024