Financial Planning

Access our financial planning content on a number of financial planning topics.

All content
Webinars
Three people seated in a studio with dark blue décor, facing the camera during a filmed panel discussion.

55 mins

1 October 2026

Autumn Budget 2026: Preparing for change

A recorded webinar with insight into the changes that could shape your financial plans – from confirmed tax rises to the speculation dominating the headlines.

Autumn Budget 2026: Preparing for change
Broadcast camera focused on a presenter in a modern studio. The camera screen shows the presenter standing behind a desk, while the studio backdrop and lighting are visible in soft focus.

45 mins

29 September 2026

Investment Insights webinar - Q3 2026

Watch our webinar on playback and explore the themes shaping markets and the economy and what they mean for investors.

Investment Insights webinar - Q3 2026
Three men speaking on a panel for a webinar

53 mins

17 September 2026

From vesting to investing: Making the most of your equity compensation

How to make the most of your equity compensation — from the tax implications of vesting day, to managing concentrated stock risk, and connecting your shares to the financial future you want to build.

From vesting to investing: Making the most of your equity compensation
Articles
Family outing outdoors

13 minutes

21 October 2026

Passing wealth to the next generation: preparing your family and your finances

Talking about money, and what happens to it after you're gone, can feel uncomfortable. But a few open conversations now, and some simple planning, can make passing on wealth easier and more rewarding for everyone involved.

Passing wealth to the next generation: preparing your family and your finances
Grandmother and granddaughter hiking

6 minutes

20 October 2026

The Great Wealth Transfer: is the next generation ready?

The Great Wealth Transfer is about responsibility as well as assets. Find out what it means for UK families, and how to prepare the people and the plan.

The Great Wealth Transfer: is the next generation ready?
Woman looking at tablet with colleague

6 minutes

16 October 2026

Your next move shouldn’t depend on a Budget prediction

When you run your own business, your personal plans usually rise and fall with it. A Budget can change the detail. But knowing what you need from the business helps you understand whether your plans still add up and what, if anything, needs adjusting to keep them on track.

Your next move shouldn’t depend on a Budget prediction
Podcasts

Subscribe

Sign up for insights

Subscribe for Rathbones news, insights, and upcoming events delivered directly to your inbox.

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

Sign up for insights

Subscribe for Rathbones news, insights, and upcoming events delivered directly to your inbox.

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