Evelyn Partners Mobile vs Maaser

Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your investments - Portfolio performance benchmarks - View recent transactions - Access your documents and download the latest valuation statement, tax statement and more - See other accounts you are linked to Security - Two-step verification for stronger security when logging in - Face ID or Touch ID for stronger security and easy account access - Update your email address or mobile number in the app Future updates - Adviser contact details - Additional features on the homepage How to register To access this app you must be a registered client of Evelyn Partners – please contact your adviser for help. For more information on our range of services go to www.evelyn.com Terms and conditions apply. *Important information* The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested. Evelyn Partners Investment Management Services Limited is authorised and regulated by the Financial Conduct Authority. The figures used / seen in the images are for illustrative purposes only.

Maaser makes the mitzvah of giving a tenth feel as good as it should. Log what you earn, log what you give, and always know exactly what's left to give — one clear number, updated live. Every donation grows your Giving Tree, from first Seed to mighty Oak, so your lifetime of giving has a shape you can see. NEW TO MAASER? START HERE Maaser looks after you from the very first screen: • A clear welcome: before it asks you anything, the first screen says in plain words what Maaser does • A "Start here" card on Home walks you through three small steps — log something you earned, see what's set aside, log a gift you've given — and ticks each one off as you go • Plain words throughout: tap the info button by Home's big number to see what each part of it means • How Maaser Works, in Settings: the basics on one page — the number on Home, what counts as income, Gift Aid, and where your data lives • Help & feedback: send us a note, or join the Maaser Makers, our WhatsApp testers' group, straight from Settings DESIGNED FOR MAASER • When money comes in, note the part you're setting aside; when you give, log the gift — the balance does the math • The tree grows on what actually leaves your pocket, so your reckoning stays honest • Start where you really stand: a quick opening balance on first launch means your tree has a shape from your very first log • Flip History to the Jewish year any time to see what you set aside, gave and have left since Rosh Hashana — the tax year stays separate, for Gift Aid FIND OUT WHERE YOU STAND Already been keeping track somewhere else? Bring your history in: • Import a bank statement or your own spreadsheet (CSV) — from Excel, Numbers, or your banking app's export • The app works out what looks like income and what looks like a gift, and you confirm every name before anything is added • Imported donations are never marked Gift Aided — that stays your own deliberate decision • Only want your records for now? You can record donations without working out a maaser figure first, and set that up later if you choose UK GIFT AID, DONE RIGHT For UK taxpayers, Maaser quietly keeps your Gift Aid records straight: • Maaser checks whether you pay UK tax before it lets you mark a gift as Gift Aided • Review your donations one tax year at a time: every gift starts unticked, and you choose which to mark • Your yearly summary and CSV follow your marks, for your return or your accountant • Mark which donations were made under Gift Aid — Maaser remembers each charity's answer so future gifts are pre-filled • See each gift's full value to the charity, including the 25% reclaim — shown separately, never mixed into your maaser balance • Higher or additional rate? Get an estimate of your own Self Assessment reclaim (an estimate, not tax advice) • Maaser only keeps your own record: it doesn't send anything to HMRC or to your charities, and marking a donation here isn't a Gift Aid declaration FAST TO LOG, SATISFYING TO USE • Log a gift in seconds: amount, recipient, save • Giving again to a charity with a saved donation link? Several popular donation sites should open with your amount already filled in • Milestones and gentle animations make giving feel rewarding • History with filters keeps your records tidy PRIVATE BY DESIGN • No accounts, no sign-up, no tracking, no analytics • Your data lives on your device, with optional iCloud sync across your devices — it's yours, full stop • Imports happen entirely on your phone — your statements never leave it • Delete everything at any time from Settings Whether you call it maaser, tzedakah, or tithing — give with clarity, and watch your tree grow.