Filters

Businesses
Audiences
Type
Our People

Amos Nelson

Last Updated: March 12, 2026

Amos is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.
Articles

Building wealth? How frozen thresholds and new tax rules could shape your financial plans this year

Last Updated: March 10, 2026

For people in their core wealth‑building years – typically their 30s and 40s – the tax landscape has shifted more in the past two years than in the previous decade. Recent Budgets have frozen key tax thresholds and introduced major changes to pensions, inheritance tax (IHT) and business reliefs. These aren’t distant, future issues. They influence how much income you keep, how quickly your wealth grows and how you plan ahead today.

  • Tax Planning
  • Tax
  • Financial Planning
  • Edinburgh Business Stories
Articles

Joint tax planning: how couples can be financially stronger together

Last Updated: March 10, 2026

“Better together” is a phrase often used lightly, but when it comes to couples and their finances it couldn’t be more accurate. As Ryan Jackson, Associate Financial Planning Director at Rathbones, explains, simply using the tax allowances and reliefs already available to two people can create a genuinely meaningful boost to long‑term wealth. For many couples, the difference can be life‑changing.

  • Tax Planning
  • Tax
  • Financial Planning
  • Edinburgh Business Stories