Filters
Tax planning in 2026: Key insights for lawyers and accountants
Last Updated: April 7, 2026
Tax planning matters at every career stage, but for lawyers and accountants the stakes can rise quickly as earnings grow. The right decisions could help you keep more of what you earn, ease cash‑flow pressures and build long‑term financial security.
Navigating the 60% ‘tax trap’ – any savings today could grow more wealth for tomorrow
Last Updated: April 7, 2026
For higher earners, smart, early tax planning can play a crucial role in helping you keep more of your wealth. Working with a financial planner can simplify the process and ensure your strategy aligns with your long‑term goals. Every pound you save today is a pound that can help you build wealth in the future.
Contact us
Last Updated: April 9, 2026
Get in touch with Rathbones for expert wealth management and financial planning services across the UK and beyond.
Business Property Relief and AIM: the latest changes and what they mean for inheritance tax planning
Last Updated: April 10, 2026
Business Property Relief (BPR) can play an important role in inheritance tax (IHT) planning, particularly for business owners and investors in UK growth companies. It can reduce the value of certain business assets for IHT purposes, helping more of an estate pass to the next generation.
Jack McCready
Last Updated: April 9, 2026
Jack is an Associate Investment Manager at Rathbones, having joined the firm in 2023.
He supports Investment Managers and Investment Directors in the construction and ongoing management of discretionary portfolios for private clients, trusts and charities, helping to ensure portfolios align with clients’ objectives and risk profiles. In his role, Jack is involved in portfolio implementation, performance monitoring and rebalancing, as well as supporting tax‑efficient planning and day‑to‑day client servicing.
Quarterly Investment Update: Decisive inactivity
Last Updated: March 31, 2026
Whether the war in Iran escalates, and when it will ultimately end, is anyone’s guess. But we still believe staying invested is the best course of action.
Financial planning tips for the sandwich generation: how to support family while protecting your future
Last Updated: April 10, 2026
For many people, mid‑life brings a unique kind of financial pressure. Retirement starts to come into view on the horizon, sharpening our focus on longer- term financial goals. At the same time, this is often the life stage where we are still raising children while beginning to support ageing parents.
Lisa Brown
Last Updated: April 10, 2026
Lisa is a Senior Investment Director at Rathbones with over 20 years' experience. She manages Discretionary Investment Portfolios for a wide range of clients including private individuals, families, trusts, charities and pensions. She works closely with her financial planning colleagues to provide tailored solutions to retirement planning, inheritance tax planning and tax efficient investment strategies.
The 2025 Retirement Report from Rathbones and The Lang Cat
Last Updated: April 13, 2026
Retirement is evolving. Discover key insights from Rathbones & The Lang Cat to help advisers deliver smarter, personalised retirement planning.
6 ways women can invest with confidence
Last Updated: April 2, 2026
One of the biggest money myths out there is that women aren’t interested in investing. Women have been their own Chief Financial Officers for generations, historically running household budgets and now increasingly acting as financially independent bread winners. There's no doubt women are interested and capable investors, but there is a gap in confidence.
In my experience, the confidence gap is in large part down to not knowing where to access reliable and jargon-free information. And often, with so much other life admin competing for our time, finding a trusted professional to help navigate investing.
Climate Report – 2025
Last Updated: April 2, 2026
Explore Rathbones’ Climate Report for 2025, featuring our journey to net zero and transition plan, and what we achieved in 2025.
Iran and geopolitical risk update: what does the long view teach us?
Last Updated: April 2, 2026
It’s best to stick to long-term strategies, rather than trying to trade on the unpredictable twists and turns of this war.