Last Updated: March 10, 2026

Many investors have already made full use of their individual savings accounts (ISAs) allowances before the end of the tax year. If that’s you, the good news is that there are still several ways to continue building long‑term wealth – while staying tax efficient.

• Tax Planning
• Tax
• Financial Planning
• ISAs
• Pensions
• Edinburgh Business Stories

Last Updated: March 10, 2026

Whatever your views on IHT, it needs thinking about – all the more because the UK is in the top ten of countries with the highest inheritance tax rates in the world. The inevitability of this tax for many families makes good estate planning a must.

• Inheritance Tax
• IHT
• Financial Planning
• Financial Planning Insights
• Tax

Last Updated: March 10, 2026

How AI-native startups are challenging software incumbents

• Investment Insights
• Technology
• Investments
• Markets
• Investment Insights March 2026

Last Updated: March 11, 2026

My priority is to create investment portfolios which are tailored to suit my clients' needs and meet their investment aims. I help build a tailored investment solution based on their current position, financial goals and future requirements. I also work closely with Investec's financial planning team who can provide advice surrounding pension options, retirement planning, inheritance tax planning and life insurance, to provide the best possible solution for my clients.

Last Updated: March 9, 2026

We use our influence as an investment firm to try to improve corporate behaviour. This is done through dialogue with companies in which our clients are shareholders.

Last Updated: March 11, 2026

The Spring Statement 2026 was designed to provide stability, aiming for predictability at a time when global events have been anything but predictable. While Chancellor Rachel Reeves avoided major tax or spending changes, households and investors are already feeling the effects of rising geopolitical tensions, renewed inflation concerns, and uncertainty about interest rates.

• Financial Planning
• Spring Statement

Last Updated: March 13, 2026

Freddie is an investment director, managing a range of investment portfolios for individuals and their associated pensions, trusts and investment companies.
He joined Rathbones in 2018 having worked at Quilter Cheviot since 2008.
Freddie is a Chartered Member of the Chartered Institute for Securities and Investment. He has a degree in Business and French from the University of Manchester.

Last Updated: March 12, 2026

Document Library



Factsheet
KIID


Interim report

Last Updated: March 13, 2026

Family Investment Companies (FICs) have become an increasingly popular option for ultra-high net worth families who want a structured, flexible way to pass on wealth while keeping control over how it’s managed. As more people look for long-term, tax‑efficient ways to plan for the future, FICs offer an approach that sits between personal investing and traditional trusts. But what exactly are they, and who might they be right for?

• Financial Adviser Insights

Last Updated: March 12, 2026

Learn more about the services we offer at the Chichester office, any local news, and find an adviser near you.
Address: 1 Northgate, Chichester, PO19 1AT
New clients: 0330 390 9191Existing clients: 01243 775 373

Last Updated: March 13, 2026

Globally diversified – our managers have a wider toolset to help them meet risk and return objectives

Last Updated: March 16, 2026

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.