Our People

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

Trevor is a member of the Chartered Institute of Taxation, the Association of Taxation Technicians and has a degree in Accounting and Finance.  Trevor started his career as a Trust Junior with a top 20 Accountancy practice in London and joined Rathbones in 2006 as a Trust Accountant.  Trevor left Rathbones in 2017 to head up the Trust department at a firm of London Accountants where he was a Partner before re-joining Rathbones in 2022.

Trevor specialises in family office services for high net worth clients with a focus on landed estates.  Trevor’s extensive technical knowledge and experience enables him to provide practical solutions to clients in line with their objectives.  

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese. 

Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.  

Alex is a director of tax and trusts at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice to family trusts and charities and tax planning advice to individuals. 

Alex is a Chartered Tax Advisor and member of the Society of Estate Practitioners. Currently a board member of a Housing Association, Alex has sat on city regeneration boards and has extensive experience as acting as trustee of private trusts and charities. 

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters.  Anna joined Rathbones in 2007 as a trust accountant and qualified as a Chartered Certified Accountant in 2010 before becoming a member of the Society of Trust and Estate Practitioners in 2015.  Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.  

Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.

Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector. 

With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work.  He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity. 

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance. 

Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester. 

Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager.  Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.  

James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses.  James is a Chartered Accountant and Chartered Tax Adviser.

John is a senior trust manager working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.

John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

John has an honours degree in Accountancy and is also a qualified member of the Association of Chartered Certified Accountants (ACCA), the Association of Taxation Technicians (ATT) and Society of Trust & Estate Practitioners (STEP).

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth. Jon moved to the UK in 2005 and has since specialised in Onshore Trust compliance and advisory work but also has experience with estate administration and personal taxation. 

Jon’s excellent communication skills together with his legal, banking and accounting experience enable him to administer all types of trust and advise on a variety of different matters in trust administration. He enjoys building relationships with our clients to better understand their needs. 

Jon’s qualifications include a Diploma with the Institute of Chartered Secretaries and Certificates of Competency from the Association of Taxation Technicians in Personal Tax and Estate Administration. Jon is currently a STEP Affiliate and is working towards full membership status.