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Talking to the next generation about money webinar
Last Updated: July 22, 2025
Join us for an insightful webinar to discuss how a family board meeting can be used to talk to the next generation about money.
Are you aware of the 60% income tax trap?
Last Updated: July 24, 2025
Brits are paying ever more in taxes, but that doesn’t mean you have to. With a bit of care and maybe some advice, you could avoid paying thousands of pounds more than you would otherwise.
Rathbones combatting modern slavery webinar
Last Updated: July 22, 2025
Modern slavery and human trafficking is a pervasive risk to society and to our clients' investments. It is imperative that all companies play their part in seeking to reduce the opportunities for modern slavery to occur.
Review of the week: The bank of mum and dad
Last Updated: July 22, 2025
UK central bankers fall into an age-old parenting trap while talking to investors. Also, we look at the differences between official statistics and new ‘real-time’ series.
Is it time to consider a total return strategy?
Last Updated: July 22, 2025
Fiona Gillespie, Head of Charities - Scotland, explores the options available to charity trustees in terms of investment strategy.
Quarterly Investment Update: A Rorschach test for investors
Last Updated: July 22, 2025
What to do when markets and data seem full of conflicting messages
Opportunities and challenges for the charity sector in the 2024 Autumn Budget
Last Updated: September 15, 2025
The Autumn Budget 2024 presents a mixed picture for the UK charity sector, with both opportunities and challenges. Read our key highlights.
Is the Chinese dragon losing its appetite for industrial metals?
Last Updated: July 22, 2025
For many years the fortunes of the FTSE mining sector have been linked to developments in China. Rapid growth in demand for commodities like iron ore and copper in the late 2000s led to what became known as the first mining supercycle. That was followed by a downturn from 2011—15 as slowing demand from China combined with overexpansion of mining production.
Investment report – Peace of mind in a dangerous world
Last Updated: July 24, 2025
Recent events have shown us that the destruction of human life from geopolitical events can sometimes render their impact on financial markets trivial in comparison. But we have a responsibility to consider the investment implications, prepare for and monitor them.
Use them or lose them
Last Updated: July 22, 2025
Make sure you’re not paying more tax than necessary by taking advantage of all your annual allowances before the end of the tax year.
Gather together as a family to talk about financial plans
Last Updated: July 22, 2025
Take advantage of a time when your family is together to make sure you're all on the same page when it comes to your financial plans.
Rathbones’ charity trustee training – helping charities navigate through uncertain times (Winchester)
Last Updated: March 17, 2023
Join Rathbones and Trethowans for Charity Trustee Training on 23 February 2023 from 10:00am to 2:00pm. Designed specifically for charity trustees, you’ll hear sector experts discuss some of the key challenges facing charities as we begin to navigate the post-pandemic landscape. Agenda - What happens when things don’t quite go to plan? Kirsteen Hook, Partner, Trethowans - Macro and market update: Georgina Hand, Investment Director, Rathbones