Why choose Rathbones?
From in-depth financial planning to specialist trust and estate services, Rathbones brings together the expertise you need to take control of your legacy. Whether you’re just starting to think about IHT, or reviewing a long-held plan, we’re here to help, ask us for a call back today.
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.
Family office
Covering your family’s financial landscape, we provide services that are bespoke to individual circumstances, with your financial affairs managed under one roof, including asset management, estate planning and succession planning and other legal services.
Personal tax
By managing anything from simple tax return compliance to complete income and capital tax and estate planning we have one simple aim: to make life easier for you. Our skilled team of chartered tax advisers, chartered accountants and tax professionals will help structure all your financial affairs correctly and efficiently.
See how Inheritance Tax Planning could benefit you
Book a conversation with one of our specialists and begin planning with confidence.
Let us answer your initial questions
