Evelyn Partners

Office:


45 Gresham Street
London
EC2V 7BG
United Kingdomw

Tel:

44 (0)20 7131 4000

About Evelyn Partners

Evelyn Partners are the UK’s leading integrated wealth management and professional services group, so they can look after their clients’ combined wealth and tax needs, personal and business.  

Formerly known as Tilney Smith & Williamson, they have merged their businesses into one and are now ready to operate under a single brand to offer their clients the best of everything they do, including a joined-up Wealth Management and Professional Services offering that is unrivalled in the marketplace, as well as access to greater specialist expertise, the group's offices in 25 towns and cities across the UK, Ireland and the Channel Islands, and their award-winning online service, Bestinvest.

 

Wealth Management

  • Providing expert financial planning and investment management services across the UK, Ireland and the Channel Islands.

 

Professional Services

  • Providing specialist accountancy, assurance, tax and advisory services to individuals, business owners and corporate businesses.

 

Online Investing

  • Reinventing online investing by providing clients with everything they need to choose and manage their own investments.

 

Fund Solutions

  • Providing regulatory fund solutions to UK collective investment schemes.

 

Firm Type

Financial Services

Members

Adam Smith
Adam Smith
Partner
Philip Newbold
Philip Newbold
Transfer Pricing Director
Alistair Shaw
Alistair Shaw
Partner, Corporation Tax, Business Tax
Peter Fairchild
Peter Fairchild
Partner, Private client tax services

Offices

Evelyn Partners - London

Evelyn Partners - London

Tel: 44 (0)20 7131 4000 Alternate Tel: Head Office:


45 Gresham Street
London
EC2V 7BG
United Kingdomw

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Articles by Evelyn Partners

New Mandatory Transfer Pricing Documentation – What’s Required?

The government has confirmed that large international businesses with UK operations will be required to prepare Transfer Pricing (TP) documentation in the form of a master file and a UK local file - in accordance with the OECD Transfer Pricing Guidelines.

[...]
Date: 17 May 2023
Jurisdiction: United Kingdom

Company Insolvency: Is Your Business in Trouble?

Company insolvencies are on the rise. This article considers how company directors can gauge whether their business might be in danger of insolvency, and actions that can protect the business – and themselves.

[...]
Date: 20 Mar 2023
Jurisdiction:
Subjects: Insolvency

Proposed Changes to the UK R&D Tax Relief Schemes

Since 2020, several consultations on proposed reforms to the UK R&D tax relief regimes have been initiated by HMRC and the Government. The first batch of reforms is due to be initiated on 1 April 2023, however the March budget may include announcements of changes or[...]

Date: 17 Mar 2023
Jurisdiction: United Kingdom
Subjects: R&DTax Relief

Past Events

The Tax Landscape

Evelyn Partners

Date: Thu 03 Nov
Looking at the tax landscape for individuals with a specific focus on property and investments. We will discuss how tax policy may develop in the near term, including commentary on any new tax announcements made by the new Chancellor and Prime Minister.

Business Exit Planning for Entrepreneurs: Tax Efficiency and Employee Support

Evelyn Partners

Date: Thu 10 Nov
Covering the key tax issues for founders and business owners to consider in selling their business, including pre-sale planning, sale support and post-sale structuring.

Financial Planning for Professionals

Evelyn Partners

Date: Wed 26 Apr
Financial planning for professionals will consider the implications of the current taxation environment and provide guidance on strategic investment options.

What Makes a Successful Retirement Plan?

Evelyn Partners

Date: Thu 04 May
Top tips on preparing your finances for retirement and how you could effectively use your tax allowances in order to maximise your retirement savings.