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.
Championing Edinburgh’s Business Community
Rathbones is proud to support Edinburgh Business Stories, celebrating the ambition, creativity and resilience that define our city’s business community. As supporters of local enterprise, we believe in shining a light on the people who power Edinburgh’s economy, the founders, innovators and family‑run businesses who shape its future.
We are a leading UK wealth manager and we’ve been helping plan and invest for generations. We have a long history in Edinburgh and in 2022 we moved to George Street, one of the capital’s grandest streets in the New Town. The team is part of one of the UK’s largest and longest-established wealth management firms. Times may have changed, but we’ve never lost that personal touch. We get to the heart of what really matters to you - and support you every step of the way.
Whether you are growing a business, planning your next chapter, or thinking about how to protect what you’ve built, our specialists are here to help. We work closely with individuals, charities and business owners to provide clarity, confidence and tailored wealth management support at every stage of their journey.
Here, you can explore our latest insights and learn more about how we can support you.
Explore our latest insights
4 minutes
Financial planning for business owners: key strategies to review in 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.
6 minutes
Tax-efficient planning explained: Making the most of every pound
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.
4 minutes
UK business owners are moving abroad – what this means for long‑term tax and financial planning
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.
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Meet the team working with Edinburgh Business Stories
Below you can find the Investment Directors partnering closely with Edinburgh Business Stories. If you wish, you can explore our full Edinburgh team here.