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Rathbones warns passive bond funds miss key credit shifts: 202 fallen angels and rising stars since 2020 highlight the need for active fixed income management.

Charities shift £3.7bn to active investments, citing tech-driven insights, volatility resilience, and growth in equities, alternatives over next two years.

Rising university costs are forcing many parents to delay retirement, borrow, or dip into savings to support their children – with the financial strain often continuing long after graduation.

Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability

Simon Bashorun, Head of Advice at Rathbones Private Office, explores some of the lesser-known ways to reduce IHT liability.  

Financial planners at Rathbones, one of the UK’s leading wealth managers, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax (IHT) regime in the forthcoming Budget - leading many to consider lesser-known strategies.  

An increasing number of Rathbones clients were already reassessing how to manage the transfer

Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.

Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.