Managing inheritances, trust distributions, and the responsibilities of wealth.
Why professionals choose Rathbones for their clients
As a lawyer, accountant or professional adviser, you're often the first call when your clients face major life changes. These moments often raise financial questions — and that’s where Rathbones can help. We work alongside you to guide your clients through complex decisions, structure their wealth, and move forward with confidence.
Expert and discreet
We deliver the highest standards of service to your clients while keeping you informed.
Trusted across the UK
We collaborate with advisers nationwide, offering national strength with local service.
Collaborative approach
We complement your advice and support your client relationships with care and discretion.
Working alongside you to support key client moments
We help clients navigate complex decisions with clarity and confidence. Here are just a few examples of when we can add value:
Inheritance and wealth transfer
Business sale or succession
Pre-exit planning, tax-efficient structures, and post-sale wealth management.
Divorce or separation
Cashflow modelling, settlement planning, and future financial goals.
Wills and legacy planning
Ensuring financial structures support legacy goals and family needs.
Bereavement and probate
Financial planning during probate and managing inherited assets.
Retirement planning
Income strategies, affordability assessments, and lifestyle support.
Family expansion
Gifting, saving, education funding, and inheritance planning.
Cross-border finances
Structuring wealth across jurisdictions and managing international tax.
Supporting vulnerable clients
Including those under Court of Protection orders or acting as attorneys/deputies.
What we offer
| Our services | What it means for your clients |
|---|---|
| Financial planning | Cashflow modelling, tax-efficient investing, retirement and inheritance planning, wealth structuring, gifting and support for the next generation and philanthropy. |
| Investment management | An appropriate investment solution to suit each client that’s tailored to their goals, risk profile and values. |
| Banking and lending | Specialist mortgages and liquidity services, through our partner Investec Bank, subject to eligibility. |
| Specialist expertise | Support with ethical and sustainable investment requirements through Rathbones Greenbank, access to offshore investment options, SEC-registered capabilities for US clients, and tailored services for charities. |
Latest news and insights for professional partners
5 mins
13 February 2026
Agricultural & Business Property Relief in 2026: the new £2.5 million allowance era
A practical summary of the April 2026 Agricultural & Business Property Relief reforms (sometimes shortened to ‘Business Relief’) – and the financial-planning actions where accountants, solicitors and Rathbones financial planners can work together to deliver joined-up client outcomes.
How we work with you
We aim to be a thoughtful and professional extension of your team, offering:
- Complimentary initial consultations
- Clear, transparent fees
- Flexible meeting options (online, at your office, or ours)
- Your preferred level of involvement—from active collaboration to simple introductions
- Regular updates to keep you fully informed
- Whether you have a client in mind or simply want to explore how we might work together, we’re here to support you.
Let's talk
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It's reassuring to know my clients are given the same care and attention I have always experienced from Rathbones.
Wealth management and financial planning for professionals
How we can help you
How we help lawyers
Whether you are a lawyer in the first year of your legal career, approaching retirement, or anywhere in between, financial planning should be an ongoing focus in your life. We’re here to help balance your priorities and navigate the changes that can affect your finances.
Financial planning for solicitors, barristers, and legal executives is a service to ensure your wealth works hard for you – so you can focus on your clients and career.
Time pressures and conflicting priorities are commonplace for anyone working in the legal profession. So if you’re looking for support for yourself or your clients, we can help.
How we help accountants
We understand the various challenges that come with being an accountant, intricate compliance obligations and a lack of time to manage your financial arrangements are just two common concerns.
We offer financial planning for accountants that is only ever based on your unique aims through a plan that has an appropriate level of investment risk. In addition, we have dedicated teams who work with partners at every Big 4 accountancy firm.
With expert advice, we can help determine the right path for you, whether that's achieving financial independence or passing on your wealth in a tax-efficient manner.
Whether you're looking for you or your clients, our services could help.