Trust and tax

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese. 

Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.  

Alex is a director of tax and trusts at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice to family trusts and charities and tax planning advice to individuals. 

Alex is a Chartered Tax Advisor and member of the Society of Estate Practitioners. Currently a board member of a Housing Association, Alex has sat on city regeneration boards and has extensive experience as acting as trustee of private trusts and charities. 

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters. Anna joined Rathbones in 2007 as a trust accountant and became a member of the Society of Trust and Estate Practitioners in 2015. 

Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.

Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.

Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector. 

With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work.  He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity. 

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance. 

Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester. 

Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager.  Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.  

James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses.  James is a Chartered Accountant and Chartered Tax Adviser.

John is a senior trust manager working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.

John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

John has an honours degree in Accountancy and is also a qualified member of the Association of Chartered Certified Accountants (ACCA), the Association of Taxation Technicians (ATT) and Society of Trust & Estate Practitioners (STEP).

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth. Jon moved to the UK in 2005 and has since specialised in Onshore Trust compliance and advisory work but also has experience with estate administration and personal taxation. 

Jon’s excellent communication skills together with his legal, banking and accounting experience enable him to administer all types of trust and advise on a variety of different matters in trust administration. He enjoys building relationships with our clients to better understand their needs. 

Jon’s qualifications include a Diploma with the Institute of Chartered Secretaries and Certificates of Competency from the Association of Taxation Technicians in Personal Tax and Estate Administration. Jon is currently a STEP Affiliate and is working towards full membership status.

Kerry is a dedicated and focussed Trust and Charity advisor who joined the business in 1997 and proudly progressed to the position of director in 2023.

Before being appointed director, Kerry successfully navigated changes in practice and legislation, studying professional qualifications while continually increasing her understanding of governance and compliance within Trust Company, the wider Group and industry.  Kerry managed a team of professionals from 2009 with a collaborative focus, successfully providing trust administration, tax advice and compliance services and meeting with the accounting requirements for all Trust types.  

Kerry welcomes discussion to understand the particular needs of each client and strives to fulfil objectives effectively but compassionately to support each individual or family as their circumstances evolve.  Kerry also welcomes the opportunity to work with other professionals in order to do so, where necessary.

Since joining Rathbones Trust, Kerry has achieved membership status of the Society of Trust and Estate Practitioners, the Association of Accounting Technicians and the Chartered Institute of Securities and Investments, all to support her in providing a highly valuable Trustee role.  Kerry has a particularly passion for philanthropy and feels strongly about the important roles professionals play in the success of the charity sector.  In support of this, Kerry is currently Vice Chair of the Association of Charity Independent Examiners, a role and challenge Kerry particularly finds fulfilling. 

Lauren started her career in management after graduating with a 1st class degree from University and has worked for Rathbones Trust Company and the Burdett Trust for Nursing since September 2021.

Lauren supports the team working closely with case managers to ensure the smooth running of the Charities’ and Trusts’ administration.

Neil began his career with NatWest where he covered several roles in both the private client and commercial sectors before moving to an established Accountancy practise as a trust manager.
He has extensive experience in the trust and taxation field advising many individuals and family groups.

Neil is a qualified member of the Associate of the Chartered Institute of Bankers (ACIB) and Society of Trust and Estate Practitioners (STEP).

Nicole is a Trust Banking and Financial Control Manager having joined Rathbones in 1994.  She works in the London Trust department and also assists the Legal Team.  She is in charge of all the Company client accounts and prides herself on her attention to detail.

Nicole has a sound working knowledge of Compliance as she also acts as a liaison between the MLRO and the Team on all AML matters.