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0203-131-6167
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
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Inheritance tax and estate planning advice and solutions

Our inheritance tax and estate planning specialists can help you pass on your money in the most effective way

Call us on: 020 3131 6167 Book an appointment

Why Evelyn Partners?

We take the time to get to know you and your loved ones as well as your financial situation. This means we provide inheritance tax (IHT) and estate planning advice that is tailored to your individual circumstances.

Our specialists will help you to leave a legacy.

What is inheritance tax?

IHT is a tax which may be payable on your estate if it is valued at over £325,000. This threshold is known as the nil rate band. IHT is charged at 40% and is usually paid by the people (other than your husband, wife or civil partner) who inherit your estate after you die. Tax treatment depends on individual circumstances and is subject to change.

What is estate planning?

Estate planning focuses on passing on your assets – both during your lifetime and after you die – in line with your wishes and in the most tax-efficient manner.

Managing your IHT liability is a large part of estate planning. The earlier you start planning and the better your plans are, the more you can minimise the impact of IHT on your finances.

How we can help

At Evelyn Partners, our estate planning advisers will help to ensure that you have the money you need to live the life you want and to deal with the unexpected. They can give you the confidence to make financial decisions.

Our team will help you and your family with:

  • Managing an inheritance tax bill
  • Using all available tax allowances
  • Calculating a potential IHT bill and your estate value
  • Working out how much you can afford to spend or give away
  • Passing on your money
  • Making charitable gifts
  • Using trusts

Book an initial complimentary consultation with us.

Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investable assets of...
Less than £250,000
Between £250,000 and £500,000
Between £500,000 and £1,000,000
Between £1,000,000 and £2,000,000
Between £2,000,000 and £5,000,000
More than £5,000,000
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This is us

£61.9bn

of assets under management, as at 31 March 2025

188

years of experience

25

offices in towns and cities across the UK, Ireland and the Channel Islands

Our awards

Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.

STEP Private Client Awards

STEP

STEP

Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.

PAM Awards 2024

PAM

PAM

What a great pleasure to win twice at the 2024 PAM awards: Total Wealth Planning – High Net Worth and Investment Performance – Cautious Portfolios. Past performance is not a guide to future performance.

FT Investors

FT/Investors

FT/Investors' Chronicle

The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.

The power of combined advice

We believe that two specialists working together can achieve better outcomes for our clients. Financial planning and investments are separate and complimentary disciplines with different skillsets and qualifications. That’s why we provide wealth management with combined investment expertise if it’s appropriate for you.

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This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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We would love to talk to you about how our advice can help you. Call us on 020 3131 6167

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Title
Mr.
Mrs.
Miss
Ms.
Dr.
Sir
I have investments of...
Less than £250,000
More than £250,000
MoTuWeThFrSaSu
2829301234567891011121314151617181920212223242526272829303112345678
Time
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
17:45
0203 131 6167