Plan well, live well.
It can be easy to miss valuable allowances within the UK tax system, especially when it comes to pension tax relief and capital gains tax. The rules can be complex, and keeping up isn’t always easy. But with the right guidance, you can make smarter decisions, manage your tax exposure, and preserve more of your wealth for the future.
We’ll take the time to understand your goals, uncover what you might be missing, and guide you toward a more tax-efficient future.
Understanding your options
Tax efficiency
With hundreds of tax reliefs available and a constantly changing rule book, the key to tax efficiency is finding the best arrangement for you, that takes account of your needs and your goals. One size does not fit all. You need the security of accurate and precise tax planning, as well as the flexibility to ensure you can deal with whatever life throws at you. We aim to provide that balance, giving you the peace of mind to live well.
Inheritance tax
Everybody wants to pass on as much of their wealth to their children, grandchildren and other loved ones. Yet your family is unique. And so are its circumstances. We take this into account, taking care to understand the best way to make that transfer as smooth as possible for you, helping you provide for the next generations.
Capital gains tax
Capital gains tax (CGT) is one of the more complex areas of the UK tax system, but it also offers a range of reliefs and exemptions that may help manage your tax liability when used correctly. We can guide you through the maze of available tax allowances and help you plan in a way that works for you.
How it works
Becoming a Rathbones client is straightforward, and our dedicated team are here to help from start to finish.
Complete the form
Fill out the form below, which takes less than 2 minutes
Get the call
Speak to a member of our new enquiries team so that we can get to know you and connect you with the right expert
Meet our adviser
Meet with one of our specialists at your local Rathbones office or virtually; it's up to you!
And relax
Breathe a sigh of relief knowing your finances are in the hands of a trusted partner who understand your goals
Frequently asked questions
See how tax planning could benefit you
A typical Rathbones client has over £300,000 to invest or plan their financial future, including pensions but excluding property. Book a conversation with our team to discuss your needs and start planning with confidence today.
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