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Rathbone Greenbank Global Sustainability Fund ISA application Form (S-Class) 2026/2027
Last Updated: April 8, 2026
Single Strategy ISA application form (I-Class) 2026/2027
Last Updated: April 8, 2026
Rathbone Greenbank Global Sustainable Portfolios ISA application Form (I-Class) 2026/2027
Last Updated: April 8, 2026
Multi-asset ISA application form (S class) 2026/2027
Last Updated: April 8, 2026
Rathbone Greenbank Multi-Asset ISA application form (S class) 2026/2027
Last Updated: April 8, 2026
Energy reset
Last Updated: April 9, 2026
Higher demand clashes with more fragile supply
Richard Lancaster
Last Updated: April 9, 2026
Richard began his career with Rathbones Trust Company in February 2023 as a Trust Administrator. He is a graduate of BA History from the University of Northampton, and has previous professional experience in the property industry.Richard's role is to support the case managers within Rathbones Trust Company to ensure that our clients’ needs are met.
Tracey Hazell
Last Updated: April 9, 2026
Tracey is an Associate Director, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work.
Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.
Justine Peck
Last Updated: April 9, 2026
Justine is a Senior Investment Director and a Chartered Fellow of the Institute for Securities and Investments. She has a vast experience investing private client portfolios having been with Rathbones for more than thirty years. Many of Justine’s clients have invested with her for several generations. She is passionate about getting to know families and helping them grow over the years to meet both their investment goals and life ambitions.
Brogan Sealey
Last Updated: April 9, 2026
Brogan joined Rathbones in January 2017 and works as a Associate Investment Manager.
Tax planning for 2026: what investors should consider
Last Updated: April 7, 2026
Tax rules are changing in ways that will affect people with significant investments. Even if your income stays the same, frozen thresholds and rising rates on dividends, savings and property income mean your overall tax bill may increase.
Understanding capital gains tax - how to reduce liabilities and keep more of your wealth
Last Updated: April 7, 2026
Managing your investments effectively means understanding capital gains tax (CGT) and how planning can help you keep more of your wealth. And every pound saved in CGT today could be a pound of compounding toward your wealth tomorrow.