Insights and Events
Recent Insights
What is an annuity and should you be using them for your retirement income?
Annuities have begun to come back in favour with higher rates, increased market volatility and proposed changes to IHT on pensions. We look at whether annuities might be an option for your retirement income
Upcoming Events
Charity Conference - Liverpool 2025
Connecting charity leaders with what they need to know
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Post-Sale Planning — What’s Next for Your Client?
Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.
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Considering pension transfer?
Multiple pension plans? See if your pension could work harder in our webinar
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Livery Conference
As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.
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