Company
Position
Partner
Index
Accountants & Tax Advisers
Tax & Offshore
Location
London
Advice type
Estate planning
Tax planning
Wealth preservation
Asset Class
Landed estates
Trusts
Client Types
Charities
Families
HNW
Sector Focus
Accounting
Legal Advisory Services
Wealth Management & Private Banking
Customer Type
Accountant
Joss Dalrymple
Spear’s Review
Joss Dalrymple is group head of client services at Evelyn Partners and according to an industry peer, he is ‘one of the very best client-centred tax accountants.’
Dalrymple specialises in advising HNW individuals and families, including landed estates, large farms and trusts. His advice typically encompasses the full spectrum of family finances including planning, budgeting and cashflow, school-fees planning, deferring income, and asset allocation.
He has significant experience in acting as executor, helping with prenups and in disputes between generations, as well as advising on charitable trusts and giving. He is a fellow of the Institute of Chartered Accountants in England and Wales.
Rank: Top Recommended
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Anita Millar-Neale
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