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Planning Your Finances

We have the experience and skill to advise you on current or future tax liabilities. We can review your current circumstances and identify suitable tax planning opportunities.

Whether your circumstances have changed, need a review – such as the sale of a business or receipt of an inheritance – or if you are just unsure whether the assets you currently own meet your requirements, we can help you.

With a full understanding of taxation legislation we can help you structure your wealth to meet your investment requirements.

We can also advise you on specific issues, such as relocating abroad or giving money to charity.

We always start by getting to know you and your individual investment objectives. Once these are agreed we can get to work developing a bespoke plan for you.

Rathbone Investment Management - Planning your finances diagram

Understanding your financial requirements & aspirations is essential to the way we work.

For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com

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© 2012 Rathbone Brothers Plc - Incorporated and registered in England and Wales.
Registered Office: 1 Curzon Street, London W1J 5FB. Registered Number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.