Why choose Rathbones?
From in-depth financial planning to specialist trust and estate services, Rathbones brings together the expertise you need to take control of your legacy. Whether you’re just starting to think about IHT, or reviewing a long-held plan, we’re here to help, ask us for a call back today.
Inheritance tax (IHT)
Everybody wants to pass on as much of their wealth to as possible to the people and causes they care about. Yet your family and circumstances are unique. We take this into account, taking care to understand the best way to make that transfer as smooth as possible for you, helping you provide for future generations and in line with your wishes.
Personal tax
Depending on your circumstances, you might have a number of different goals for your wealth. Whether you prioritise growth, want it to provide an income, or simply preserve what you have, tax planning plays an important role in making the most of your assets.
See how inheritance tax planning could benefit you
Book a conversation with one of our specialists and begin planning with confidence.
Let us answer your initial questions
