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  • Image for Post-Budget insights: inheritance tax changes for the future
    Event

    Post-Budget insights: inheritance tax changes for the future

    The Autumn Budget announced significant future changes to inheritance tax (IHT) impacting both individuals and businesses. We invite you to watch the recording of our panel of experts at Evelyn Partners to hear what these proposed changes are, what the implications may be and how you can plan for the future to mitigate these factors.

    13 February 2025, 12:00 - 13:00
    View recording
  • Image for Spring Statement update: Walking the fiscal tightrope in Insight
    Insight

    Spring Statement update: Walking the fiscal tightrope

    Chancellor Rachel Reeves' update on the UK economy eased investor concerns despite initial nervousness

    27 Mar 2025 Rob Clarry
  • Image for Spring Statement 2025: The main headlinesin Insight
    Insight

    Spring Statement 2025: The main headlines

    Here we outline Chancellor Rachel Reeves’s key announcements made on 26 March 2025

    26 Mar 2025 Dominic Lacey
  • Image for Spring Statement 2025: What could be in the Chancellor’s forecast?in Insight
    Insight

    Spring Statement 2025: What could be in the Chancellor’s forecast?

    Chancellor Rachel Reeves has committed to just “one major fiscal event a year to give families and businesses stability and certainty on upcoming tax and spending changes.¹” So, should we dismiss the Spring Statement as a non-event?

    12 Mar 2025 Emma Sterland
  • Image for Tax rises or spending cuts: What might be in the Spring Statement?
    Press Release

    Tax rises or spending cuts: What might be in the Spring Statement?

    Fiscal pressures on the Chancellor grow

    05 Mar 2025 The Evelyn Partners team
  • Image for Cyber attack fears pile further pressure on business owners reeling from Budget cost hikes
    Press Release

    Cyber attack fears pile further pressure on business owners reeling from Budget cost hikes

    Business owners already reeling from a Budget that contained little comfort for many firms have revealed a high level of fear of being hit by a cyber attack or data breach over the next year, according to new research* for Evelyn Partners.

    28 Nov 2024 The Evelyn Partners team
  • Image for How family farm businesses could be hit by Budget inheritance tax relief overhaul
    Press Release

    How family farm businesses could be hit by Budget inheritance tax relief overhaul

    At the Autumn Budget on 30 October, the Chancellor announced that agricultural property relief (APR) and business relief (BR) will be reformed. Yorkshire financial planner looks behind the Treasury numbers

    08 Nov 2024 The Evelyn Partners team
  • Image for Autumn Budget 2024: Impact on Employee Benefitsin Insight
    Insight

    Autumn Budget 2024: Impact on Employee Benefits

    Major changes have been announced to employers’ national insurance and inheritance tax (IHT) in Chancellor Rachel Reeves’ first Budget, as key opportunities remain for businesses to take advantage of regarding their employee benefits. 

    05 Nov 2024 Steve Cave
  • Image for What do the Autumn Budget changes mean for inheritance tax planning?in Insight
    Insight

    What do the Autumn Budget changes mean for inheritance tax planning?

    The Chancellor’s announcement could mean higher inheritance tax liabilities for many estates. We’ve got expert tips on areas to review in light of the new rules

    05 Nov 2024 Jason Mountford and Ann-Marie Atkins
  • Image for What the Autumn Budget capital gains tax changes mean for investorsin Insight
    Insight

    What the Autumn Budget capital gains tax changes mean for investors

    Chancellor Rachel Reeves has announced significant increases to the rates of capital gains tax. We take a look at the implications for investors

    04 Nov 2024 The Evelyn Partners team
  • Image for The UK 2024 Autumn Budget – What the budget could mean for you
    Event

    The UK 2024 Autumn Budget – What the budget could mean for you

    Watch the recording of our expert panel event where we discussed the most important announcements and the impact these may have

    31 October 2024, 15:30 - 16:00
    View recording
  • Image for Autumn Budget 2024 and inheritance taxin Insight
    Insight

    Autumn Budget 2024 and inheritance tax

    Chancellor Rachel Reeves announced a number of measures around inheritance tax (IHT)

    31 Oct 2024 Charlotte Andrew
  • Image for Autumn Budget 2024: changes to non-dom taxin Insight
    Insight

    Autumn Budget 2024: changes to non-dom tax

    The Chancellor has confirmed that the current remittance basis regime for non-UK domiciled individuals will be replaced with a residence-based regime from 6 April 2025. What does this mean for non-doms?

    31 Oct 2024 James Carn, Trelawney Hodgkinson
  • Image for BUDGET 2024: Pension pots brought into inheritance tax liability
    Press Release

    BUDGET 2024: Pension pots brought into inheritance tax liability

    In her Budget today the Chancellor announced that defined contribution pension pots will be subject to inheritance tax liability at the death of the holder from April 2027.   

    30 Oct 2024 The Evelyn Partners team
  • Image for Budget inheritance tax moves less drastic than expected but many more families will pay IHT
    Press Release

    Budget inheritance tax moves less drastic than expected but many more families will pay IHT

    In her Budget today, the Chancellor announced a number of measures around inheritance tax

    30 Oct 2024 The Evelyn Partners team
  • Image for How does the Budget impact your investments?in Insight
    Insight

    How does the Budget impact your investments?

    A summary of the key announcements and their potential impact on your investments

    30 Oct 2024 Adrian Stuart Lowcock
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