Financial planning

Types of advice

Retirement advice

Inheritance tax advice

Tax efficient investment advice

Whether they are experienced investors or investing for the first time, most people ask:

— Am I paying more tax than I need to?

Make sure you're not paying more tax than necessary by using your annual allowances.

An additional rate tax payer? You may also want to talk to an investment manager about specialist investment options.

Learn about tax planning

Specialist advice

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A cornerstone of your financial planning, we’ll work with you to arrive at a suitable strategy for yourself and future generations.

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.

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Financial planning

Types of advice