Last Updated: March 13, 2026

Explore investing-themed podcasts — from financial planning to entrepreneurial journeys — curated to inspire and inform financial advisers.

Last Updated: January 13, 2026

We can help you plan for future tax liabilities.

Last Updated: March 26, 2026

We’re partnered with Investec Bank to bring you an expanded suite of financial solutions, including private, corporate, and investment banking across the UK and internationally.

Last Updated: January 13, 2026

Explore our latest thought leadership articles, reports and events.

• Responsible Investing

Last Updated: April 7, 2026

Jason manages discretionary investment accounts in several forms, including those for individuals, charities, trusts, pensions, and corporate vehicles.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment, where he is also a committee member on the Institute’s Bristol & Bath Regional Panel.
At Rathbones, he sits on the committee that deal with the US regulation He is also registered as an investment manager with the SEC, in the USA and is experienced in investing for clients with tax liabilities in that country.

Last Updated: April 7, 2026

Giles joined Rathbones in 2021 and supports the discretionary management of investment portfolios on behalf of private clients, trusts, and charities. Prior to joining Rathbones, Giles spent over two years working as a Financial Services consultant at one of the top 5 professional services firm. He is a Chartered Member of the Chartered Institute of Securities and Investment and has won two awards for his achievements in completing the Level 7 Wealth Manager qualification. He also has a Level 6 Diploma in Investment Compliance.

Last Updated: April 7, 2026

Keep more, grow more. Every pound saved from tax today is a pound compounding tomorrow. Make sure you’re optimising your finances for tax purposes with our useful tips.

• Tax Planning
• Tax
• Financial Planning

Last Updated: April 7, 2026

Maximise your tax allowances to minimise your tax toll. Every pound saved today can work harder for you tomorrow.

• Income Tax
• Capital Gains Tax
• Mansion Tax

Last Updated: April 7, 2026

Make sure you’re not paying more tax than necessary by using your annual allowances effectively. Every pound you save in tax is a pound that can stay invested, compound, and grow your wealth for the future.

• Financial Planning

Last Updated: April 7, 2026

Tax efficiency becomes increasingly important as you prepare for and begin drawing on your retirement savings. Making the right choices could help you reduce unnecessary tax bills and thereby significantly extend the life of your wealth and potentially help pass on more to loved ones.

• Tax Planning
• Tax
• Financial Planning

Last Updated: April 7, 2026

Chris joined Saunderson House in 2015 as part of the graduate trainee programme and is part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. Chris holds Chartered Financial Planner status and is a Fellow of the Personal Finance Society. He provides holistic financial planning to a wide range of clients, advising on tax-efficient investing, pension/retirement planning and passing wealth onto future generations.

Last Updated: April 7, 2026

Scott is an Assistant Investment Manager in the London Investment Management team at Rathbones. Having graduated from Heriot-Watt University with an MA (Hons) degree in International Business Management, he completed an MSc in Real Estate: Investment and Finance prior to joining Rathbones in 2018.
Scott is a Member of the Chartered Institute for Securities and Investment (CISI), he has completed his Investment Advice Diploma and obtained the PCIAM certificate.