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
April 2024 market commentary
In April, global legislation on plastic pollution drew a step nearer, while a study showed the extent to which nature degradation could damage the UK economy. Although concerns remain about housing and grocery prices in the US, Fed officials still anticipate three quarter-point cuts during the year.
5 mins
Greenbank’s engagement on plastic pollution
Greenbank have recently joined the Business Coalition for a Global Plastics Treaty and signed the Finance Statement on Plastic Pollution, signalling our support for an international legally binding agreement to end plastic pollution. This follows our earlier engagement on the issue, collaborating with the Ellen MacArthur Foundation and as an endorser of the New Plastics Economy Global Commitment.
2 mins
Greenbank Engagement Review 2023-24
In this annual Engagement Review, we provide a snapshot of our activities in 2023 and outline our focus areas as we continue our work in 2024.
3 mins
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