Our trust and tax team

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Sarah joined Rathbones Trust Company in 2011 after qualifying as a Chartered Tax Advisor. Sarah specialises in Personal Tax, advising on both compliance matters and tax planning. Sarah is a member of both the Chartered Institute of Taxation and the Association of Taxation Technicians. Sarah became a member of both organisations after completing her Bachelor Degree at Keele University in History and Sociology. 

After qualifying as a tax technician, Sarah predominantly gave advice to owner manager businesses and companies. However, since joining Rathbones she has specialised in Personal Taxation and Inheritance Tax. 

Tracey is a trust manager, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work.

Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.

Tracey is proud to also be a part of the Rathbones Gender Balance Network which is encouraging change within the industry.