Company

Evelyn Partners

Position

Partner

Index

Tax & Offshore

Accountants & Tax Advisers

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

’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.

Rank: Recommended

Recommended 2022, Accountants & Tax Advisers

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