Company

Evelyn Partners

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

Top Recommended 2023, Accountants & Tax Advisers

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