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Family Investment Companies: how they can support long-term tax-efficient planning
Last Updated: March 10, 2026
Family Investment Companies (FICs) have become an increasingly popular option for ultra-high net worth families who want a structured, flexible way to pass on wealth while keeping control over how it’s managed. As more people look for long-term, tax‑efficient ways to plan for the future, FICs offer an approach that sits between personal investing and traditional trusts. But what exactly are they, and who might they be right for?
Taking tax-free cash from your pension in a changing tax landscape
Last Updated: March 10, 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.
Money tips for Gen Z: Getting your finances ready for the new tax year
Last Updated: March 10, 2026
For many members of Generation Z, life is moving quickly. You may be starting your career, navigating rising living costs, or saving for your first major milestones. These are big moments, and they all rely on the same foundation: healthy financial habits.
How government bonds can support long-term, tax‑efficient financial planning
Last Updated: March 10, 2026
Government bonds have been getting more attention lately, and with good reason. For many people, they may hold an underappreciated role in building long‑term, tax‑efficient wealth. Yet they’re often overlooked in favour of equities, cash, or the latest investment trend. So, could they really form a quiet cornerstone of thoughtful financial planning?
UK business owners are moving abroad – what this means for long‑term tax and financial planning
Last Updated: March 10, 2026
More entrepreneurs are choosing to live and work across borders. New analysis commissioned by Rathbones shows that almost 6,000 high‑growth business owners left the UK between January 2024 and January 2026. It’s a striking change, and one that reflects how global and mobile modern business owners have become.
What’s more tax-efficient: paying your bonus into your pension or overpaying your mortgage?
Last Updated: March 10, 2026
As bonus season approaches, many people start thinking about the best way to put that extra income to work. A common question is whether it’s better to use a bonus to reduce a mortgage or to boost a pension. With interest rates having eased from recent highs, and with long‑term planning front-of-mind for many households, it’s a timely moment to revisit the trade‑offs.
Tax-efficient planning explained: Making the most of every pound
Last Updated: March 10, 2026
The UK tax landscape is shifting once again, and many people are reassessing what it means for their financial plans. In our recent webinar, Personal Finance Senior Manager Myron Jobson, and Financial Planning Divisional Lead Olly Cheng, explored the changes that could affect your personal finances and why thoughtful, early planning can make a meaningful difference.
What to do after you’ve used up your ISA allowance
Last Updated: March 10, 2026
Many investors have already made full use of their individual savings accounts (ISAs) allowances before the end of the tax year. If that’s you, the good news is that there are still several ways to continue building long‑term wealth – while staying tax efficient.
Four ways to reduce your inheritance tax bill
Last Updated: March 10, 2026
Whatever your views on IHT, it needs thinking about – all the more because the UK is in the top ten of countries with the highest inheritance tax rates in the world. The inevitability of this tax for many families makes good estate planning a must.
Rathbone SICAV Multi Asset Total Return GBP P1 Acc
Last Updated: March 11, 2026
Rathbone SICAV Asia Equity Fund GBP I Acc
Last Updated: March 11, 2026
Rathbone SICAV Ethical Bond GBP Z Inc
Last Updated: March 11, 2026