Last Updated: April 30, 2026

Every so often, a change in legislation comes along that asks us to pause and reassess the fundamentals of financial planning. The government’s decision to include unused pension funds within inheritance tax (IHT) from 6 April 2027 is one of those moments. If you’ve seen headlines or heard snippets in the news, you may be wondering what this means for your retirement plans and the wealth you hope to pass on.

• Tax Planning
• Tax
• Financial Planning
• Inheritance Tax
• Pensions
• Preparing For Retirement
• Saving For Retirement

Last Updated: May 1, 2026

For years the FTSE 250 has been described as unloved, overlooked and somehow perpetually disappointing. And yet, over a full investing lifetime, it has quietly delivered. Rathbone UK Opportunities Fund Equity Analyst Robbie Carr reflects on becoming a new father, the underestimated resilience of UK mid caps, and why the middle child of equity markets deserves a reassessment.

Last Updated: May 1, 2026

David Kness is an Investment Director at Rathbones, based in the firm’s Winchester office. He works closely with private clients, families, trustees, and professional advisers, providing bespoke discretionary investment management aligned to clients’ long term objectives, risk profiles, and tax considerations.

Last Updated: May 1, 2026

The surface calm of markets has been disrupted by an escalation of conflict in the Middle East. Oil prices and overall volatility have spiked, but we remain confident in the long-term prospects for well-diversified portfolios.

• Economics
• Monthly Digest
• Markets
• Financial Adviser Insights
• Economy
• Investment Insights March 2026

Last Updated: May 1, 2026

James joined Rathbones in 2014 following the purchase of the Jupiter Private Clients & Charities department where he had worked since 2011. Prior to that he qualified as a solicitor at Boodle Hatfield after reading English Literature at Durham University and attending BPP Law School.
James has completed the Investment Management Certificate and the CISI Masters in Wealth Management.
James works in a team assisting in the management of portfolios for individuals, families, trusts, pension funds and charities.

Last Updated: May 1, 2026

Stay informed with our 14-minute investment update video, explaining what the Iran conflict means for financial markets.

• Investment Update
• Investment Insights
• Investment

Last Updated: May 1, 2026

Jasper has experience delivering personalised investment management solutions to high-net-worth private clients, as well as charities and trusts. He joined Rathbones after graduating from Bayes Business School, where he earned a Bachelor of Science (Hons) in Investment and Financial Risk Management. He is a Chartered Wealth Manager and a Member of the Chartered Institute for Securities & Investment (CISI).

Last Updated: May 5, 2026

Christopher graduated from Durham University in 2012 with an honours degree in Mathematics. He joined Speirs & Jeffrey in February 2013 and completed his professional qualifications in February 2015.Christopher is a Chartered Fellow of the Chartered Institute for Securities & Investment and works closely with Michael Wilson. He manages a number of client portfolios ranging from individuals to trusts and charities.

Last Updated: May 5, 2026

Watch David Harrison, Head of Sustainability and Fund Manager, and co-panellists share their insights on navigating the evolving ESG landscape.

Last Updated: May 6, 2026

We are delighted to invite you to our upcoming webinar with David Coombs, Head of Multi-Asset Investments, on Tuesday 26 May at 10.00am

Last Updated: May 5, 2026

I'm part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.

Last Updated: May 5, 2026

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