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How could Andy Burnham’s tax plans affect your wealth and financial planning?

25 June 2026

Potential UK tax changes could affect your property, investments, and estate planning. This article outlines what may change — and what you should consider now to stay prepared.


Rebecca Williams, Financial Planning Divisional Lead
  1. Home
  2. Guernsey
  3. Knowledge and Insight
  4. How could Andy Burnham’s tax plans affect your wealth and financial planning?

Article last updated 19 August 2026.

Individuals and families

Individuals and families come to Rathbones for the care, diligence and intelligence they receive from their dedicated wealth management team. Begin your own investment story with Rathbones.

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  1. Home
  2. Guernsey
  3. Knowledge and Insight
  4. How could Andy Burnham’s tax plans affect your wealth and financial planning?

How can we help you

In Rathbones, our clients find a trusted partner that can help guide their long-term wealth plans with reassurance, through all life stages, generation after generation. We offer you a total wealth solution, from planning to investing — our approach focuses on your wealth in its entirety.


For us every client relationship starts with trust and every investment starts with a client story. We listen to understand your priorities and aspirations to create a wealth plan and investment strategy that’s as individual as you are. You and your family can determine your level of involvement in defining your investment strategy and management — whether you prefer a dedicated Rathbones investment professional to manage the portfolio on your behalf or keep direct control of your investment decisions.

Download our brochure

Investing, growing and preserving your wealth

If you are looking for help growing your investments, our services could be right for you:


Managed
Investing in the ready-made and globally diversified portfolio that’s suitable for you. This service is typically for clients with at least £250,000 to invest.


Bespoke
A bespoke investment strategy and portfolio built and managed for you by a dedicated Rathbones investment manager. This service is typically for clients with at least £500,000 to invest.

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Global perspective. Individuals focus.

The way we invest is shaped around you. To help deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager.


We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges. 
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Learn about our investment approach
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Responsible investing

We offer individually tailored portfolios that reflects your client's values. We use the extensive experience of our in-house team and Greenbank which is our specialist ethical, sustainable and impact investment team formed in 1997. 

Find out more

Learn more about our services

Investment management

Looking for someone to create an investment portfolio for you?

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Greenbank sustainable investing

Looking for investments that align with your values? See our sustainable investment options.

Visit Greenbank

Asset management

Are you looking to invest in a fund? See our full range.

Visit Asset Management

Investment Insights

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3 mins

7 August 2026

Drone defence and AI cyber risk: Investment Insights August 2026

Our thought-provoking monthly analysis of markets, economies, and investment opportunities and risks in particular sectors

Drone defence and AI cyber risk: Investment Insights August 2026
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3 mins

7 July 2026

Investment Insights July 2026: Stalled house prices, reshaped media, and resilient assets

Our thought-provoking monthly analysis of markets, economies, and investment opportunities and risks in particular sectors

Investment Insights July 2026: Stalled house prices, reshaped media, and resilient assets
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3 mins

8 June 2026

Investment Insights June 2026: Ageing, AI, and new investment fault lines

Our monthly look at investments, economies, and markets

Investment Insights June 2026: Ageing, AI, and new investment fault lines
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3 mins

7 May 2026

Investment Insights summary: May 2026

Our monthly look at what’s driving global markets

Investment Insights summary: May 2026

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EC2V 7QN

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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.