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Evelyn Partners

Evelyn Partners
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Nine key financial planning issues couples could face under potential new cohabitation rules
Business
Children
Financial planning
Press releases, Female financial experts

Nine key financial planning issues couples could face under potential new cohabitation rules

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Evelyn Partners
Aug 26, 2026
Families face key financial decisions on university costs and supporting young adults
Children
Financial planning
IHT, wills & legacy
Press releases

Families face key financial decisions on university costs and supporting young adults

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Evelyn Partners
Aug 10, 2026
Tax charges on pension savers surge 22%: is the tapered annual allowance to blame?
Pensions
Tax
Tax Year
Press releases

Tax charges on pension savers surge 22%: is the tapered annual allowance to blame?

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Evelyn Partners
Aug 03, 2026
Thousands paying needless inheritance tax through life policy blunder
IHT, wills & legacy
Press releases

Thousands paying needless inheritance tax through life policy blunder

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Evelyn Partners
Jul 30, 2026
Tax paid on pension income and withdrawals soars as 'boomers' retire and pots grow
Employment
Pensions
Tax
Press releases

Tax paid on pension income and withdrawals soars as 'boomers' retire and pots grow

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Evelyn Partners
Jul 30, 2026
PM pledges social care reform: Key issues for families seeking funding and planning for later life
Benefits
Financial planning
Health
Press releases, Female financial experts

PM pledges social care reform: Key issues for families seeking funding and planning for later life

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Evelyn Partners
Jul 29, 2026
The great wealth transfer: Seven golden rules of gifting to help families avoid rifts – and inheritance tax blunders
IHT, wills & legacy
Press releases

The great wealth transfer: Seven golden rules of gifting to help families avoid rifts – and inheritance tax blunders

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Evelyn Partners
Jul 20, 2026
Number of higher and additional rate taxpayers soars 59% in four years
Tax
Press releases

Number of higher and additional rate taxpayers soars 59% in four years

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Evelyn Partners
Jul 15, 2026
Capital Gains Tax comes back into focus – Evelyn Partners sets out five ways to mitigate it
Business
Financial planning
Nations & regions
Press releases

Capital Gains Tax comes back into focus – Evelyn Partners sets out five ways to mitigate it

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Evelyn Partners
Jun 30, 2026
What removing the capital gains tax 'uplift at death' would mean
Business
IHT, wills & legacy
Politics
Press releases

What removing the capital gains tax 'uplift at death' would mean

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Evelyn Partners
Jun 29, 2026
Bank of England holds interest rates at 3.75%
Economy
Interest rates
Press releases, Female financial experts

Bank of England holds interest rates at 3.75%

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Evelyn Partners
Jun 18, 2026
Student finance – pay upfront or invest instead? The smartest way for wealthy families to fund university
Financial planning
IHT, wills & legacy
Investing
Press releases

Student finance – pay upfront or invest instead? The smartest way for wealthy families to fund university

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Evelyn Partners
Jun 16, 2026
Has gold outlived its usefulness as a hedge?
Investing
Press releases

Has gold outlived its usefulness as a hedge?

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Evelyn Partners
Jun 12, 2026
US inflation accelerates to 4.2% in May, though core gauge comes in softer than expected
Inflation
Press releases, Global finance, Female financial experts

US inflation accelerates to 4.2% in May, though core gauge comes in softer than expected

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Evelyn Partners
Jun 10, 2026
US adds 172,000 Jobs in May – Significantly above expectations
Economy
Employment
Press releases, Global finance

US adds 172,000 Jobs in May – Significantly above expectations

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Evelyn Partners
Jun 05, 2026
Wake-up call for pension savers as 'just 9% set for "comfortable" retirement'
Pensions
Press releases

Wake-up call for pension savers as 'just 9% set for "comfortable" retirement'

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Evelyn Partners
Jun 03, 2026
Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest
Company news
Investing
Press releases

Evelyn Partners announces senior management changes that will come into effect upon completion of the acquisition by NatWest

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Evelyn Partners
Jun 01, 2026
Five pension tax-free cash myths and misconceptions
Pensions
Tax
Press releases

Five pension tax-free cash myths and misconceptions

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Evelyn Partners
Jun 01, 2026
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