Through working with 170 landed estates and 1,500 trusts UK wide, our dedicated team is close to the issues that matter to our clients and the array of complex, and often competing, priorities they face today.
Using this knowledge, our partner-led teams take an experienced and holistic view of the opportunities and risks presented to landowners, helping you to implement effective long-term strategies.
In many cases, the performance and sustainability of a landed estate can be greatly enhanced by maximising alternative sources of income, efficient investment structuring and the robust management of tax liabilities and liquidity requirements.
How we help landed estates?
Evelyn Partners can help clients ranging from large, historic family estates to more recently acquired landed estates, family-owned rural businesses and farms.
Our multi-disciplinary advice covers:
- Long-term strategic planning including diversification strategies and succession planning
- Business services and planning including corporate tax and compliance, employee benefit and VAT services
- Personal financial and tax advice including inheritance and capital gains tax advice
- Wealth management and investments
- Trusts: helping trustees and executors fulfil their responsibilities
- International elements to family affairs and related advice residence and domicile
Bringing together this expertise under one roof means that we can bring new energy to landed and rural estates, helping you to preserve the best of their heritage by planning effectively for the future.
Why choose Evelyn Partners?
Our co-ordinated, multi-discipline service, from our specialist partner-led team (many of whom have been with us their entire career), allows the development of deep relationships and understanding and ensures continued excellence.
With experience of over 170 landed estates, the successive owners of some of the UK’s most historically significant and complex properties trust us to help them manage their estates effectively and deliver change successfully.
Our advisers focus on the issues that matter to you, your business and your community. Our team has access to our company’s full range of accountancy, tax, financial planning and investment management services, so that we can implement strategies that will have a real impact on your estate.
Our sole focus is on improving the long-term performance and sustainability of your estate. We work as a part of, not apart from, an estate’s wider advisory team and always act in your best interests.