Anna is a trust manager in the London office, advising high net worth families on all aspects of trust and estate matters. Anna joined Rathbones in 2007 as a trust accountant and qualified as a Chartered Certified Accountant in 2010 before becoming a member of the Society of Trust and Estate Practitioners in 2015. Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.
Bruce is managing director of UK Trust and has gained a wide range of expertise and knowledge from over 30 years' practical experience in all areas of corporate, private and charity trust work. Bruce now specialises in family office services for wealthy clients and is also a trustee of a significant grant-giving foundation.
Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.
Carol is a senior tax manager and joined Rathbones in 2019. Her current role enables her to provide high level personal tax compliance and she can also help clients with inheritance tax advice.
Carol is an Associate of the Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and more recently qualified as a Chartered Tax Advisor (CTA) in 2016. Carol has previously worked for a multinational accountancy firm, specialising in corporation tax for companies and owner managed businesses and therefore has considerable experience in many areas.
Carol grew up in Shanghai and is fluent in Mandarin.
Ian is a consultant to the Trust Department’s Offshore Business. He qualified as a Chartered Accountant with Peat, Marwick, Mitchell & Co. (now KPMG) in 1975. He was chief executive of Smith & Williamson for 10 years from 1985 to 1995, and subsequently chief executive of EFG Private Bank Limited and Tenon Group Plc. He was a director of the Rathbones Group Plc until December 2012. He is a committee member of Family Assurance Friendly Society and a director of Miller Insurance Services LLP.
John is a tax and trust consultant working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.
John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.
John has an honours degree in Accountancy and is also a qualified member of the Association of Chartered Certified Accountants (ACCA), the Association of Taxation Technicians (ATT) and Society of Trust & Estate Practitioners (STEP). As part of his ongoing commitment to technical development, John sits on the STEP Liverpool Branch Committee.
Jon joined Rathbone Trust Company as a trust manager in 2016 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients.
His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth. Jon moved to the UK in 2005 and has since specialised in Onshore Trust compliance and advisory work but also has experience with estate administration and personal taxation.
Jon’s excellent communication skills together with his legal, banking and accounting experience enable him to administer all types of trust and advise on a variety of different matters in trust administration. He enjoys building relationships with our clients to better understand their needs.
Jon’s qualifications include a Diploma with the Institute of Chartered Secretaries and Certificates of Competency from the Association of Taxation Technicians in Personal Tax and Estate Administration. Jon is currently a STEP Affiliate and is working towards full membership status.
Kerry is a senior trust manager joining Rathbone Trust Company in 1997. Kerry heads a team whose wealth of experience can provide trustees with trust taxation, inheritance tax compliance, accountancy and administration services for all types of trust funds. The team works closely with the Trust Company’s personal tax specialists to ensure beneficiaries receive the most tax efficient service possible.
Within the team there are probate specialists who can assist executors by obtaining probate, liaising with HM Revenue & Customs on all areas of tax compliance, preparing estate accounts and providing a full administration service.
Kerry specialises in charity structures and as a charity trustee herself understands the responsibility this brings. Kerry is able to assist trustees with their compliance, including preparation of all types of charity accounts and undertaking Independent Examinations. She has many years of experience in charity best practice and governance and is both a trustee and Affiliate Member of the Association of Charity Independent Examiners. Members of her team can also help charity trustees with their administration, tailoring a service to suit the charity’s needs to ensure it meets with its aims and objectives.
Kerry is a full member of the Society of Trust and Estate Practitioners (STEP), a member of the Chartered Institute for Securities & Investment (MCISI) and a Fellow member of the Association of Accounting Technicians (AAT).
Linda is a trust director, joining Rathbone Trust Company Limited in March 2000 from Kleinwort Benson Private Bank. Linda is an Associate of the Institute of Bankers and completed the old style Trustee Diploma, beginning her career at National Westminster Bank in 1974. At Kleinwort Benson, Linda was responsible for the trusts and financial affairs of the founding families and more recently having overall responsibility for the trustee department.
Lyndsay is a senior tax manager, joining Rathbones in 1989 after starting her career with a local chartered accountancy firm. She leads the personal tax team based in Liverpool who also include two Chartered Tax Advisers and qualified Accountants, therefore being able to provide clients with a complete range of tax related services, to include Inheritance tax planning and corporation tax.
Lyndsay has considerable experience, specialising in personal tax compliance as it affects individuals and trusts. She is also a trustee in a personal capacity and is able to bring together expertise across all disciplines and parts of the business to ensure our clients receive the best, tailored service possible. Lyndsay is a member of the Society of Trust and Estate Practitioners (STEP).
Rachel is a tax senior, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities. Rachel prides herself on building strong, professional relationships with her portfolio of clients.
Tim is a director of Rathbone Trust Company Limited, and has worked since 1982 in the fields of estate planning and financial services. He joined Rathbones in 2000, having previously worked in the City. He has been a Chartered Tax Adviser since 1986 and is also a member of the Society of Trust and Estate Practitioners.
Tracey is a trust manager, having joined Rathbones in 1997. She works in the London trust department and has a wide range of knowledge from over 20 years’ experience in all areas of private, probate and charity trust work.
Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.