Our trust and tax team

Kerry is a dedicated and focussed Trust and Charity advisor who joined the business in 1997 and proudly progressed to the position of director in 2023.

Before being appointed director, Kerry successfully navigated changes in practice and legislation, studying professional qualifications while continually increasing her understanding of governance and compliance within Trust Company, the wider Group and industry.  Kerry managed a team of professionals from 2009 with a collaborative focus, successfully providing trust administration, tax advice and compliance services and meeting with the accounting requirements for all Trust types.  

Kerry welcomes discussion to understand the particular needs of each client and strives to fulfil objectives effectively but compassionately to support each individual or family as their circumstances evolve.  Kerry also welcomes the opportunity to work with other professionals in order to do so, where necessary.

Since joining Rathbones Trust, Kerry has achieved membership status of the Society of Trust and Estate Practitioners, the Association of Accounting Technicians and the Chartered Institute of Securities and Investments, all to support her in providing a highly valuable Trustee role.  Kerry has a particularly passion for philanthropy and feels strongly about the important roles professionals play in the success of the charity sector.  In support of this, Kerry is currently Vice Chair of the Association of Charity Independent Examiners, a role and challenge Kerry particularly finds fulfilling. 

Linda is a trust director, joining Rathbones Trust Company Limited in March 2000 from Kleinwort Benson Private Bank. Linda is an Associate of the Institute of Bankers and completed the old style Trustee Diploma, beginning her career at National Westminster Bank in 1974. At Kleinwort Benson, Linda was responsible for the trusts and financial affairs of the founding families and more recently having overall responsibility for the trustee department.

Nicole is a Trust Banking and Financial Control Manager having joined Rathbones in 1994.  She works in the London Trust department and also assists the Legal Team.  She is in charge of all the Company client accounts and prides herself on her attention to detail.

Nicole has a sound working knowledge of Compliance as she also acts as a liaison between the MLRO and the Team on all AML matters.