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One in five Southern SMEs forced to cut staff as tax burden weighs
Last Updated: February 11, 2026
Rising tax and cost pressures forced one in five (21%) SME bosses in the South of England to lay off staff last year
Business Relief (BPR): planning for the new £2.5 million limit
Last Updated: February 17, 2026
What’s changing from 6 April 2026, what it could mean for you, and the financial planning steps that can help protect your family and business.
How bespoke portfolio management can help reduce CGT liabilities over time
Last Updated: February 18, 2026
Understanding capital gains tax: how IFA clients can reduce liabilities and keep more of their wealth.
Offshore bonds explained: how they work and how they can support your tax planning
Last Updated: February 20, 2026
Many UK investors reach a point where their Individual Savings Allowance (ISA) and pension allowances no longer offer enough room for long-term planning. When that happens, if you’ve already opened a general investment account (GIA), an offshore investment bond can be a helpful next step. It offers a tax‑efficient structure, flexibility around how and when gains become taxable, and options that can support family wealth and estate planning.
Business Property Relief and AIM: the latest changes and what they mean for inheritance tax planning
Last Updated: February 26, 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.
Weekly Digest: The pendulum swings on AI sentiment
Last Updated: February 18, 2026
On the surface equity markets and the balanced portfolios invested in them are making steady gains, but there’s an underlying turmoil as investor sentiment swings from seeing everyone as an AI winner to fearing many potential losers.
Rathbone SICAV Global Opportunities Fund - Minimum Disclosure Document
Last Updated: February 18, 2026
CEO Forum | February 2026
Last Updated: February 23, 2026
Watch Tom Carroll, CEO of Rathbones Asset Management and co-panellists discuss the future of active management and what the industry can do to attract the next generation of investors.
Weekly Digest: The Great Rotation in stocks
Last Updated: February 26, 2026
Just when things seemed to be calming down on the US policy front, global trade uncertainty flared back up. More selling of AI-threatened stocks also followed, yet lots of shares keep going up.
Richard Board
Last Updated: February 25, 2026
Richard joined Rathbones in January 2025. He previously worked at Federated Hermes as a Senior Equity Research Analyst within the European Equity team, and before that at Morgan Stanley.
Richard graduated with a degree in Banking, Finance and Management from the University of Loughborough . He is a CFA Charterholder.
Rathbone Core Investment Fund - Interim report
Last Updated: November 27, 2025
Autumn Budget 2025 webinar
Last Updated: January 30, 2026
Beyond the headlines, what does the Autumn Budget really mean for you?
Watch as Edward Smith, Co-Chief Investment Officer, Rebecca Williams, Divisional Lead Financial Planning, and Myron Jobson, Senior Manager Personal Finance, break down the wide range of measures announced and explain their potential impact on your wealth, plans and the UK economy.