Investments and financial planning for accountants and their clients
Welcome to the power of good advice
Whether your clients are successful individuals, serial entrepreneurs or established business owners, we know they see you as their trusted adviser. At Evelyn Partners we have a long history of working hand-in-hand with accountants like you, providing holistic advice for your clients and making sure their personal wealth is working as hard as it can.
We have the experience to give your clients the bigger picture, helping them to achieve their goals. We can plan and structure their finances in ways to help them protect and enhance their wealth. By addressing your clients’ questions and highlighting issues that may not have been considered yet, we can help them succeed - both now and in the future.
Working together with accountants
While you’re helping your clients run and grow their businesses, we can help them look after their personal wealth. Whether your clients are investing for their future, have one eye on retirement or are thinking about their legacy, we can be there every step of the way.
Retirement planning
What do your clients’ futures look like and how can they achieve their goals? We can help them make the most of their pensions and other investments to achieve the retirement they dream of.
Estate planning and inheritance tax
There are many ways to manage, reduce or eliminate an inheritance tax bill. With our expertise, we can help your clients as they think about inheritance planning and tax.
Investments
Our investment managers have the expertise you can lean on to help grow your clients’ wealth and achieve their financial goals.
Financial gifts, philanthropy and charity
There are many ways to give away money to loved ones and worthy causes. We can talk your clients through the options and help them choose the most appropriate path.
