Joss Dalrymple

Spear's Review

’He is one of the best client-centred tax accountants,’ says an industry peer – a partner in a City tax firm – of Joss Dalrymple, group head of client services for Evelyn Partners (previously Smith & Williamson).

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.