Skip to main content
  • Wealth management
  • Asset management
  • Asset management
  • Jersey
  • Guernsey
  • USA
  • MyRathbones login
  • Financial Planning login
  • Donor Advised Fund login
Home
  • Who we help
    Who we help

    We help a wide range of clients invest well so that they can focus on what matters

    Who we help
    • Individuals and families

      Focusing on you and your individual goals

    • Entrepreneurs and business owners

      Helping turn the success of your business into financial security for your family

    • Financial advisers

      Working with you, for your clients.

    • Charities

      Helping charities invest in line with their mission and values

    • Professional partners

      We work with lawyers, accountants and other professionals.

  • Our services
    Services

    See our wide range of services tailored for your needs

    Our services
    • Investment management

      Looking for someone to create an investment portfolio for you?

    • Wealth management

      Our combined investment and planning service for a holistic approach to your finances

    • Financial planning

      Need help reorganising your finances and planning for the future?

    • Tax and trust

      Helping you pass on your wealth, manage a trust or gift to charity

    • Greenbank sustainable investing

      Looking for investments that align with your values? See our sustainable investment options

    • Personal Injury and Court of Protection

      Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team

  • About us
    About us

    A leading UK wealth manager with roots dating back to 1742

    About us
    • Careers

      Learn more about what it’s like to work at Rathbones, and search our current vacancies

    • Corporate governance

      Explore our reports and accounts which ensure we comply with the UK Corporate Governance Code

    • Investor relations

      Find the Rathbones plc financials, investment case and key events

    • Media centre

      Read the latest news from Rathbones Group

    • Our purpose

      Our driving purpose is to help more people invest well, so they can live well

    • Responsible business

      We believe in doing the right thing for our clients and for others too

  • Insights
    Insights

    Read the latest news and market commentary from our specialists

    Insights
    • Autumn Budget 2025

      From early expectations to post-announcement analysis, access timely updates, expert commentary, and exclusive webinars — all in one place.

    • Financial planning

      Explore a range of topics affecting your finances, from retirement planning to the latest legislative changes

    • Investing

      Read about the key investment themes affecting global markets

    • Podcasts

      Listen to our specialists in one of our podcasts: Inspired sounds, Inspired minds, or Financial planning unlocked

    • Responsible investing

      Explore our articles, reports and events on Responsible Investment

  • Contacts
    Contacts

    Whether you have a question about our services, or need to talk someone specific, we can help

    Contacts
    • Our offices

      Find your local Rathbones office. We have 21 across the UK and Channel Islands.

    • Our people

      Find the contact details for your Rathbones team by searching our people’s directory.

    • Let's talk

      Our team will be in touch to help you book a no obligation consultation with an adviser.

    • Our media contacts

      Access the contact details for our media team.

    • Other contacts

      Need to contact us about something else? Here you'll find all the options

Let's talk

Search

Why a wealth tax looks unlikely and what might happen instead

7 October 2025

A wealth tax would be cumbersome and inconvenient to deal with, for both taxpayers and taxman. It could also cost the economy. For these reasons, we think Rachel Reeves, the Chancellor, is more likely to announce other taxes on Budget day.


Oliver Jones, Head of Asset Allocation

Article last updated 26 November 2025.

In a new report, we explore why:
  • A regular tax on the assets of wealthy people might make them shift into assets that are harder to tax, and less useful in sustaining GDP
  • This type of tax might make wealthy people leave the country altogether
  • Wealthy people might see higher taxes on high-valued property as much greater than the risk of a comprehensive new wealth tax
Access the report

Hear Oliver Jones, Head of Asset Allocation summarise the report

 

Access the report

Fill out the form below to access the complete report and discover why a UK wealth tax may be off the table and what alternative measures could be on the horizon. 

Keep me one step ahead by emailing me updates on the latest market news, insights, events, and services from across the Rathbones Group.

I’ve read Rathbones’ Privacy Policy, which explains how my personal information is used, and understand that I can always unsubscribe at any time. 

Latest Autumn Budget analysis

A younger and older woman working in a flower shop

4 mins

3 December 2025

Business owner or entrepreneur? What the Budget means for your finances

Rachel Reeves announced some changes that could impact business owners and entrepreneurs. Read on to find out what the Autumn Budget means for you.

Business owner or entrepreneur? What the Budget means for your finances
Woman looking at tablet with colleague

2 mins

3 December 2025

Over £1 million in investments? What the Budget means for your finances

Chancellor Rachel Reeves delivered a much-anticipated Budget - we break down the measures announced and what it all means for your finances.

Over £1 million in investments? What the Budget means for your finances
Two colleagues working

2 mins

2 December 2025

Up to £1 million in investments? What the Budget means for your finances

Find out how the new rules set out in the Autumn Budget could affect you and your finances.

Up to £1 million in investments? What the Budget means for your finances
Family walking together in the woods

3 mins

28 November 2025

Over £5 million in investments? What the Budget means for your finances

We break down what the Budget means for your finances to help you prepare for the future.

Over £5 million in investments? What the Budget means for your finances
Access all our analysis
Rathbones Logo
  • Important Information
    • Modern Slavery Statement
    • Important Information
    • Complaints
    • Privacy
    • Accessibility
    • Climate reporting
    • Cookies
    • Update cookie preferences
  • Important information 2
    • Financial Services Compensation Scheme
    • Financial Ombudsman Service
    • Banking services
    • Interest Rates
    • Keeping you safe
    • ScamSmart
    • Status of our websites
    • Sitemap
Address

Rathbones Group Plc
30 Gresham Street
London
EC2V 7QN

© 2025 Rathbones Group Plc
Incorporated and registered in England and Wales.
Registered number 01000403

Follow us
  • Facebook
  • Instagram
  • LinkedIn
  • X
  • Youtube

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.