Professional support with trust administration and trustee responsibilities.
Tax is often central to decisions about managing, protecting and passing on wealth
With the right support, you can meet your tax reporting obligations, understand the tax implications of key financial decisions and plan ahead with greater confidence.
How we can help
Personal tax compliance
We support clients with the preparation and submission of personal tax returns, helping ensure their reporting obligations are met accurately and on time.
This may include reporting income, capital gains and other relevant tax matters, while helping clients maintain appropriate records and stay on top of key deadlines.
Capital gains tax and income tax planning
Investment decisions, asset sales and changes in personal circumstances can all affect your tax position.
We help clients understand the potential implications, make use of available allowances and consider planning opportunities within the rules.
Inheritance tax planning
Inheritance tax can be an important consideration when planning how to pass on wealth to future generations.
We help clients understand the potential impact of inheritance tax as part of wider estate, succession and financial planning, supporting informed decisions that reflect both personal wishes and family priorities.
Trust tax compliance
Trustees have important tax responsibilities that require careful management and accurate reporting.
We support trustees with trust tax returns, trust accounts and related reporting requirements, helping them meet their obligations, maintain appropriate records and manage the trust with confidence.
Estate tax support
Administering an estate can involve a range of tax considerations, including inheritance tax, income tax and capital gains tax.
We support executors and families with the tax aspects of estate administration, helping them understand their obligations, meet reporting requirements and manage the process with confidence.
Family companies and related structures
Where appropriate, we provide accounting and tax support for family companies, investment companies and related structures.
Depending on your circumstances, this may include corporation tax, VAT and accounting support, helping you meet your obligations and manage these structures effectively.
Our approach to tax
Careful. Compliant. Connected to the wider picture.
Our tax services are grounded in a responsible, practical approach.
We help clients meet their obligations, understand their options and plan effectively within the rules. Where tax decisions connect with investments, trusts, estate planning or legal arrangements, we work with the relevant specialists to provide a clear, joined-up view.
Tax decisions should not sit in isolation
Tax is often closely connected to wider financial and family planning. Investment income may affect a tax return, a capital gain may influence broader financial decisions, and inheritance tax planning may link to wills, trusts, gifting or family governance.
By considering tax in context, we help clients make informed decisions that are better aligned with their wider objectives.
Rathbones Trust Company is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority. Tax treatment depends on individual circumstances and may change in future.
Who we support
We work with:
- Individuals and families with personal tax needs
- Trustees managing trust tax obligations
- Executors dealing with the tax aspects of estate administration
- Clients considering inheritance tax planning
- Families with investment, property or other tax considerations
- Professional advisers seeking specialist support for their clients
Speak to a tax specialist
If you need support with personal tax, trust tax, estate tax or tax planning connected to your wider wealth arrangements, our specialists are here to help.
Our team of specialists
Holly Sabin
Trust Compliance Assistant
Jon Perree
Senior Trust Manager
Kayleigh Horton-Clark
Trust Assistant
Laura Cross
Trust Manager
Related services
Legal arrangements often work best when they are connected to wider wealth, tax and family planning.
Legal services
Solicitor-led support with wills, probate, trusts and powers of attorney
Tax planning services
Make the most of the allowances and reliefs available to you, so your money works harder now and for generations to come.