Filters
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.
Taylor Yardley
Last Updated: April 7, 2026
Taylor joined Rathbones in September 2024 through the Rathbones Graduate Scheme, after graduating with an honours degree in Business and Law from the University of Edinburgh. During the Graduate Scheme, she has gained broad experience across the firm, working closely with clients to support the management of a range of bespoke portfolios.
The Iran conflict reinforces that geopolitics is back with a vengeance
Last Updated: April 8, 2026
The rumble of B-52s is giving Head of Multi-Asset Investments David Coombs sleepless nights, while his days are filled with fever dreams of oil and TACOs. He looks at the long-term consequences of a more fractured world.
Financial planning for business owners: key strategies to review in 2026
Last Updated: April 8, 2026
Business owners across the UK are navigating rising costs, shifting tax rules, and ongoing economic uncertainty. Against this backdrop, one theme consistently emerges: the need for clarity. Many people are seeking guidance on the financial decisions that matter most right now, and the practical steps that can help protect and grow their personal wealth while they manage a successful business.
Tax‑efficient saving and investing: Your guide for the 2026/27 tax year
Last Updated: April 8, 2026
A new tax year means new tax allowances. Maximising your annual allowances at the start of the tax year – rather than at the end – can give your savings and investments more time to grow. Each pound you save in tax is a pound you can allocate to your savings and investments, which can in turn compound to build your wealth.
Alison Maillardet-O'Neill
Last Updated: April 7, 2026
Alison is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) with over 20 years of experience in wealth management. As a Senior Investment Director at Rathbones, she specialises in creating and managing bespoke investment portfolios for individuals, families, trusts (including personal injury trusts), pension funds, and charities. Known for her thoughtful and down-to-earth approach, Alison works closely with clients and professional advisers to ensure financial goals are met with care and precision.
Taking tax-free cash from your pension in a changing tax landscape
Last Updated: April 7, 2026
For many people approaching or already in retirement, tax-free free cash from pensions has long offered a valuable source of flexibility – saving tax today that can help compound your wealth in the future. From April 2027, most pension funds will be liable for inheritance tax, making it all the more important to think carefully about the timing and structure of withdrawals.