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Last Updated: February 9, 2026
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Insights for professional partners
Last Updated: February 13, 2026
Sharing insights with our professional partners to help you to help your clients.
Becoming an ISA millionaire: how long it really takes and the importance of using tax allowances and reliefs wisely
Last Updated: February 12, 2026
Reaching £1 million in an Individual Savings Account (ISA) may feel ambitious, but our latest research shows it’s more achievable when investors combine steady contributions, tax‑efficient structures and long‑term discipline. These habits sit at the heart of our purpose: to help people invest well so they can live well.
Legal complexity deterring wealthy from leaving money to charity, reveals new research
Last Updated: March 3, 2026
Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.
Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
Last Updated: March 3, 2026
Simon Bashorun, Head of Advice at Rathbones Private Office, explores some of the lesser-known ways to reduce IHT liability.
Financial planners at Rathbones, one of the UK’s leading wealth managers, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax (IHT) regime in the forthcoming Budget - leading many to consider lesser-known strategies.
Inheritance tax now tops half a million pounds for almost one in 10 estates
Last Updated: March 3, 2026
Nearly one in 10 estates liable for inheritance tax (IHT) paid over £500,000 in the latest available year, with the number expected to rise from April 2027 when pensions are set to be included in IHT calculations, according to data obtained by Rathbones, one of the UK’s leading wealth and asset management firms.
Golden Age of property investment in South & East England is over
Last Updated: March 3, 2026
New research by Rathbones Group shows buy to lets and holiday homes in tourist hotspots have been particularly vulnerable, with rising borrowing costs and weaker capital gains undermining their long-term investment case.
Rathbones reaffirms commitment to responsible investment, renewing membership of Stewardship Code
Last Updated: March 3, 2026
Rathbones renews UK Stewardship Code status, reaffirming its commitment to responsible investment and ESG-led, long-term value creation for clients and society.
Greenbank wins Best Sustainable Investment Wealth Manager/DFM Group award
Last Updated: March 3, 2026
Greenbank wins 2025 Investment Week award for Best Sustainable Investment Wealth Manager, highlighting its leadership and commitment to responsible finance.
Portfolio management load cuts growth of IFAs by up to 20% firms say
Last Updated: March 3, 2026
Rathbones launches upgraded MPS as IFAs say portfolio management cuts growth by up to 20%, urging a sharper focus on financial planning.
Passive fixed income misses over 200 fallen angels and rising stars since 2020
Last Updated: March 3, 2026
Rathbones warns passive bond funds miss key credit shifts: 202 fallen angels and rising stars since 2020 highlight the need for active fixed income management.
Charities shifting investments to active strategies to mitigate market volatility
Last Updated: March 3, 2026
Charities shift £3.7bn to active investments, citing tech-driven insights, volatility resilience, and growth in equities, alternatives over next two years.