Financial planning
Advice on the best ways to improve the after-tax performance of your client’s investments, and protect and pass on their wealth. Using our lifetime cashflow modelling tool*, we can help your clients manage their wealth into retirement and beyond.
*Not all services provided by Rathbones Financial Planning are regulated by the FCA/PRA.
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Trust and tax
An experienced team of UK trust and legal experts are on hand if you wish to work with them.
*These services are not regulated by the FCA/PRA.
Specialist tax portfolio service
Our Specialist Tax Portfolio Service (STPS) team works with individuals and couples seeking relief from income tax, capital gains tax (CGT) and inheritance tax (IHT).
PI COP
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team believes it is essential to work closely with clients, deputies, trustees and families to help meet their current and future needs.
Legal services
An expert team, working through Rathbones Legal Services Limited (regulated by the Solicitors Regulation Authority), offers a range of private client legal services, to suit individual circumstances. The team can help in preparing wills and powers of attorney, and giving advice on inheritance tax; they can take care of issues connected to residential property, like purchase, lending and rights issues, and they are expert in the complexities of landed estates.
Rathbones Reserve
A highly individual wealth and investment management service, curated for clients with significant assets and complex requirements.
The expert teams harness the full range of Rathbones services to demystify complex needs and offer clear, refined solutions. Whether working alongside existing teams of professional advisers or managing every aspect in-house, they adopt a holistic approach and offer access to the dedicated investment management, lending, financial planning and trust services of Rathbones and our external partners.
Rathbones Inspire
The Rathbones Inspire community has been created to give entrepreneurs and their senior teams the opportunity to engage with talented peers, gain invaluable insights, access subject matter experts, and build new connections to further strengthen their businesses.
Rathbones Inspire community members gain access to exclusive content, regular networking opportunities and deep expertise that could help to manage the key growth challenges around capital, clients, and people.
Insights
March 2024 market commentary
As Q1 ended and data from major economies suggested increasing overall resilience, equity markets posted solid monthly returns. Europe’s flagship Nature Restoration Law faced mounting pressures, the UK National Standards Body launched a consultation for a framework of overarching principles for UK nature markets, and the Council of the European Union finally voted through an agreed text for the Corporate Sustainability Due Diligence Directive.
6 mins
February 2024 market commentary
A good month for most global equity markets. In the UK the mandatory Biodiversity Net Gain measure for developers aims for 10% net gain in biodiversity or habitat on new developments, and there’s good news about the UK net zero economy and the global adoption of TNFD reporting.
6 mins
An interview with the natural navigator, Tristan Gooley
Natural navigators learn to read the sun, moon, stars, weather, land, sea, plant and animals. In his latest book, How to Read a Tree, Tristan explains the simple principles that explain the shapes and patterns you can see in trees and what they mean.
6 mins
Investor Day 2024 — Water under pressure
Greenbank’s 27th annual Investor Day ‘Water under pressure’ will take place on Wednesday 24 April 2024. This year we’ll be focusing on risks and opportunities in a water scarce future.
1 min