Trust and tax

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Richard began his career with Rathbones Trust Company in February 2023 as a Trust Administrator. He is a graduate of BA History from the University of Northampton, and has previous professional experience in the property industry.

Richard's role is to support the case managers within Rathbones Trust Company to ensure that our clients’ needs are met.

Sarah joined Rathbones Trust Company in 2011 after qualifying as a Chartered Tax Advisor. Sarah specialises in Personal Tax, advising on both compliance matters and tax planning. Sarah is a member of both the Chartered Institute of Taxation and the Association of Taxation Technicians. Sarah became a member of both organisations after completing her Bachelor Degree at Keele University in History and Sociology. 

After qualifying as a tax technician, Sarah predominantly gave advice to owner manager businesses and companies. However, since joining Rathbones she has specialised in Personal Taxation and Inheritance Tax. 

Tracey is a trust manager, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work.

Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.

Tracey is proud to also be a part of the Rathbones Gender Balance Network which is encouraging change within the industry.

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

Trevor is a member of the Chartered Institute of Taxation, the Association of Taxation Technicians and has a degree in Accounting and Finance.  Trevor started his career as a Trust Junior with a top 20 Accountancy practice in London and joined Rathbones in 2006 as a Trust Accountant.  Trevor left Rathbones in 2017 to head up the Trust department at a firm of London Accountants where he was a Partner before re-joining Rathbones in 2022.

Trevor specialises in family office services for high net worth clients with a focus on landed estates.  Trevor’s extensive technical knowledge and experience enables him to provide practical solutions to clients in line with their objectives.  

Vicky is a trust manager who joined Rathbones Trust Company in 1997. With over 26 years of experience in the Trust industry, Vicky is responsible for all aspects of trust administration, including trust taxation, inheritance tax compliance, accountancy and estate administration. She takes pride in providing her clients with an excellent service founded on strong working relationships and working closely with her clients and professional advisers to provide that high-quality service.

Throughout her career, Vicky has had the privilege of working with large family groups and their multiple generations. She understands the unique challenges and opportunities that come with managing the Trusts. 

In addition to her work as Trust Manager, Vicky is also a trustee herself. Her experience in both roles has given her a unique perspective on understanding the needs of the trustees and beneficiaries alike.