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Understanding capital gains tax - how to reduce liabilities and keep more of your wealth
Last Updated: April 7, 2026
Managing your investments effectively means understanding capital gains tax (CGT) and how planning can help you keep more of your wealth. And every pound saved in CGT today could be a pound of compounding toward your wealth tomorrow.
Taylor Yardley
Last Updated: April 7, 2026
Taylor joined Rathbones in September 2024 through the Rathbones Graduate Scheme, after graduating with an honours degree in Business and Law from the University of Edinburgh. During the Graduate Scheme, she has gained broad experience across the firm, working closely with clients to support the management of a range of bespoke portfolios.
The Iran conflict reinforces that geopolitics is back with a vengeance
Last Updated: April 8, 2026
The rumble of B-52s is giving Head of Multi-Asset Investments David Coombs sleepless nights, while his days are filled with fever dreams of oil and TACOs. He looks at the long-term consequences of a more fractured world.
Financial planning for business owners: key strategies to review in 2026
Last Updated: April 8, 2026
Business owners across the UK are navigating rising costs, shifting tax rules, and ongoing economic uncertainty. Against this backdrop, one theme consistently emerges: the need for clarity. Many people are seeking guidance on the financial decisions that matter most right now, and the practical steps that can help protect and grow their personal wealth while they manage a successful business.
Tax‑efficient saving and investing: Your guide for the 2026/27 tax year
Last Updated: April 8, 2026
A new tax year means new tax allowances. Maximising your annual allowances at the start of the tax year – rather than at the end – can give your savings and investments more time to grow. Each pound you save in tax is a pound you can allocate to your savings and investments, which can in turn compound to build your wealth.
Alison Maillardet-O'Neill
Last Updated: April 7, 2026
Alison is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) with over 20 years of experience in wealth management. As a Senior Investment Director at Rathbones, she specialises in creating and managing bespoke investment portfolios for individuals, families, trusts (including personal injury trusts), pension funds, and charities. Known for her thoughtful and down-to-earth approach, Alison works closely with clients and professional advisers to ensure financial goals are met with care and precision.
Taking tax-free cash from your pension in a changing tax landscape
Last Updated: April 7, 2026
For many people approaching or already in retirement, tax-free free cash from pensions has long offered a valuable source of flexibility – saving tax today that can help compound your wealth in the future. From April 2027, most pension funds will be liable for inheritance tax, making it all the more important to think carefully about the timing and structure of withdrawals.
Tax planning in 2026: Key insights for lawyers and accountants
Last Updated: April 7, 2026
Tax planning matters at every career stage, but for lawyers and accountants the stakes can rise quickly as earnings grow. The right decisions could help you keep more of what you earn, ease cash‑flow pressures and build long‑term financial security.
Navigating the 60% ‘tax trap’ – any savings today could grow more wealth for tomorrow
Last Updated: April 7, 2026
For higher earners, smart, early tax planning can play a crucial role in helping you keep more of your wealth. Working with a financial planner can simplify the process and ensure your strategy aligns with your long‑term goals. Every pound you save today is a pound that can help you build wealth in the future.
Contact us
Last Updated: April 9, 2026
Get in touch with Rathbones for expert wealth management and financial planning services across the UK and beyond.
Business Property Relief and AIM: the latest changes and what they mean for inheritance tax planning
Last Updated: April 10, 2026
Business Property Relief (BPR) can play an important role in inheritance tax (IHT) planning, particularly for business owners and investors in UK growth companies. It can reduce the value of certain business assets for IHT purposes, helping more of an estate pass to the next generation.
Jack McCready
Last Updated: April 9, 2026
Jack is an Associate Investment Manager at Rathbones, having joined the firm in 2023.
He supports Investment Managers and Investment Directors in the construction and ongoing management of discretionary portfolios for private clients, trusts and charities, helping to ensure portfolios align with clients’ objectives and risk profiles. In his role, Jack is involved in portfolio implementation, performance monitoring and rebalancing, as well as supporting tax‑efficient planning and day‑to‑day client servicing.