Last Updated: April 13, 2026

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client cross-border team.
Amelia advises on all aspects of private client law including drafting and advising trusts, tax planning and advice, succession planning including drafting of complex wills, powers of attorney, and estate administration (including those with an international aspect).
Amelia has a particular interest in art and heritage assets and has advised on the acceptance in lieu scheme for an estate. Amelia holds a Masters in Art, Business and Law.

Last Updated: April 13, 2026

Huw is a Business Development Director, working closely with discretionary and GFI clients across London and the Channel Islands.
Huw joined Rathbones in 2018, prior to which he held operational and relationship management roles at Northern Trust and Allfunds Bank.
Huw holds the Investment Management Certificate (Level 4) and a BA (Hons) degree in Humanities from the University of Brighton.

Last Updated: April 14, 2026

Last Updated: April 15, 2026

From April, frozen thresholds and tighter reliefs quietly raise taxes for millions, just as household bills rise, compounding pressure at the start of the tax year.

Last Updated: April 15, 2026

UK pensioners retiring to frozen-payment countries could lose up to £77k over 20 years, with thousands a year needing to be replaced from other income.

Last Updated: April 14, 2026

The Rathbones Charity Growth & Income Fund has been specifically designed to meet the long-term investment objectives of many UK charities. It aims to deliver a real return, provide a sustainable and attractive level of income, and operate within a robust ethical framework, whilst offering charities value for money.

Last Updated: April 14, 2026

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Last Updated: April 15, 2026

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Last Updated: April 16, 2026

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Last Updated: April 15, 2026

James works alongside Nicholas Hall, Henry Donne, Fiona Scade, Martha Back and James Hampshire, supporting the day to day management of investment portfolios for private clients, trusts, companies and charities. He joined Rathbones in 2019, initially working within the Investment Risk team in Liverpool before relocating to London and moving into an Associate Investment Manager role.

Last Updated: April 16, 2026

Learn how retirees and advisers can protect investments and avoid cashing out during market downturns. Smart strategies for long-term retirement planning.

• Financial Advisers - At Retirement
• Financial Adviser Insights

Last Updated: April 16, 2026

David is an Associate Investment Manager working alongside Marcus Hutchings, Alastair Childs, David Tod, David Guckian and Robert Slater. The team are currently managing over £1.2bn in assets for private clients, self-invested personal pensions, trusts, companies and charities.