Filters
Services for accountants
Last Updated: March 17, 2026
Our wealth management team helps accountants grow and protect personal wealth with tailored strategies from early career through to retirement.
Tax year end checklist for 2025/2026
Last Updated: March 17, 2026
Keep more, grow more. Every pound saved from tax today is a pound compounding tomorrow. Make sure you’re optimising your clients finances for tax purposes with our useful tips.
Business Relief (BPR): planning for the new £2.5 million limit
Last Updated: March 17, 2026
What’s changing from 6 April 2026 and what it could mean for you and your clients.
Contact our Financial Adviser and Distribution team
Last Updated: March 17, 2026
A way for Financial Advisers to get in touch with our team dedicated to supporting their needs.
Weekly Digest: Whiplash
Last Updated: March 25, 2026
Trading of threats between the US and Iran over the weekend sent equities falling, before they reversed sharply as US rhetoric softened. No real clarity has emerged, but we don’t want to miss any opportunities that might open up when hostilities do eventually settle down.
Robert Hughes-Penney
Last Updated: March 24, 2026
Robert is a Senior Investment Director and has over 30 years’ experience managing risk-adjusted multi-asset portfolios for wealthy private clients, trusts, pensions and charities.
Tilia Astell
Last Updated: March 24, 2026
Tilia joined Rathbones in 2022. She oversees the Group’s thematic work on nature-related risks and opportunities – this includes leading engagements focusing on chemical pollution and regenerative agriculture and working on engagements on deforestation and water security. She also co-leads engagement on climate risk in the banking sector and supports engagement with mining companies and standard-setters on best practices. Tilia also carries out informed proxy voting and supports the integration of ESG factors within the investment process.
Tax year‑end: 10 things business owners should do before 5 April
Last Updated: March 24, 2026
A practical summary of some of the “business owner relevant” allowances and exemptions that reset at tax year end - plus the known changes from 6 April 2026 that may affect decisions now.
Alanah Fleming
Last Updated: March 24, 2026
Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.
She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society. She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.
Scott Cassie
Last Updated: March 25, 2026
Scott is a Financial Planner and he provides holistic advice to private clients. He explores clients’ long-term goals and aspirations and develops a suitable financial plan considering their specific circumstances.
Scott started his career in financial services shortly after graduating from the University of Edinburgh. He worked with a small specialist financial advice firm based in Totnes in Devon. After returning to Edinburgh, Scott has worked in boutique wealth management firms and has been advising private clients across the UK.
Alistair Crichton
Last Updated: March 24, 2026
Alistair graduated from the University of Stirling in 2011 with an honours degree in Business Law. After an internship at a small fund management business in Glasgow, he joined HSBC’s Global Fund Pricing team in 2012. During his five years at HSBC, Alistair undertook his CISI Investment qualifications.
Iran conflict: inflation, interest rates, investments
Last Updated: March 25, 2026
The Iran conflict has expanded across the Middle East. In an unpredictable situation, we see good ways of mitigating risks and protecting portfolios.