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Events and insights for charities
Last Updated: June 1, 2026
Here we've collated our thought leadership, news and views affecting charities.
Max Timothy
Last Updated: June 1, 2026
Max joined Rathbones as an Administrative Assistant in 2024 and started at Rathbones Greenbank as a Client Service Executive in 2025. He graduated from the University of Birmingham in 2021 with BA (Hons) in Policy, Politics and Economics. He is currently working towards the CISI level 4 Investment Advice Diploma.
Max started his career working in Australia as an Investor Services Associate for Automic Group, a share registry platform, before joining Rathbones.
Awards
Last Updated: June 1, 2026
Our awards and industry recognition reflects our commitment to exceptional wealth management.
Birmingham
Last Updated: June 2, 2026
Learn more about the services we offer at the Birmingham office, any local news, and find an adviser near you.
Address: 3rd Floor, The Colmore Building, 20 Colmore Circus Queensway, Birmingham, B4 6AT
New clients: 0330 390 9191Existing clients: 0121 233 2626
Family Investment Companies: how they can support long-term tax-efficient planning
Last Updated: June 2, 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?
Tax planning strategies for 2026 if you have over £5 million invested
Last Updated: June 2, 2026
Tax planning is becoming increasingly important for high‑net‑worth individuals in 2026. While last November’s Budget appeared relatively modest in its immediate impact, earlier reforms now coming into effect could mean even wealthy families might experience rising tax pressure over the next few years.
Over £5 million in investments? What the Budget means for your finances
Last Updated: June 2, 2026
We break down what the Budget means for your finances to help you prepare for the future.
£5 million or more in investments? The top things to be ready for on Budget Day
Last Updated: June 2, 2026
Rumour is rife ahead of the Autumn Budget. We look at changes Chancellor Rachel Reeves could make to taxes on inheritance, property and capital gains – and other possible developments.
UK business owners are moving abroad – what this means for long‑term tax and financial planning
Last Updated: June 2, 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.
Investment Insights summary: May 2026
Last Updated: June 2, 2026
Our monthly look at what’s driving global markets
Aligning responsible investment with purpose and mission
Last Updated: June 2, 2026
A strong responsible investment framework for charities balances mission, risk and return. It goes beyond simple exclusions, using Environmental, Social and Governance (ESG) integration, stewardship and clear prioritisation to align investments with purpose. The most effective approaches are evidence-based, proportionate and transparent, helping trustees demonstrate progress while maintaining long-term financial outcomes.
Rathbone Global Opportunities Fund
Last Updated: June 2, 2026
We scour the developed world for exciting businesses that are growing fast and shaking up their industries.