Client story: protecting a family’s wealth beyond retirement
Inheritance tax can eat up a large portion of an individual’s wealth when they pass away, so it’s important to account for this when planning for retirement.
3 mins
Inheritance tax can eat up a large portion of an individual’s wealth when they pass away, so it’s important to account for this when planning for retirement.
3 mins
Inflation and interest rates are expected to stay at higher altitudes than we’ve been used to in recent times. We discuss the factors behind this, and what this could mean for your clients’ investments.
6 mins
Pessimism about UK equities is widely held. If it’s based on misconceptions, this could be opening up an opportunity.
9 mins
Rathbones’ co-chief investment officer, Edward Smith and head of equities, Sanjiv Tumkur share their views on the key questions facing investors and the market impact of the Magnificent Seven US tech giants.
1 min
Housing costs make up a big part of people’s spending, yet they can often obscure what’s going on with inflation.
6 mins
A gruelling year for investors actually delivered decent returns. But how much of that strong performance is in anticipation of 2024?
6 mins
Reset your finances, set goals and take control of your plans.
6 mins
Our lead article to begin the new year takes a look at the tech companies known as the Magnificent Seven. Will these 'superheroes' drive market returns again in 2024?
1 min
Why investing in UK property is not always as safe as houses.
6 mins
In late October 2023, the UK government backed calls for a global moratorium on deep-sea mining over concerns about its impact on the environment, after dozens of British scientists signed a letter entreating Prime Minister Rishi Sunak to do so.
3 mins
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of 2023 and discusses our outlook for 2024.
1 min
Major new technologies often result in investors over-extrapolating: think of radio stocks in the 1920s, or internet stocks in the late 90s. Or even the dominance of miners and oil producers in 2010 as globalisation — which is technological in a sense — was touted as never-ending.
5 mins