A cornerstone of your financial planning, we’ll work with you to arrive at a suitable strategy for yourself and future generations, to help ensure your tax and trust needs meet your objectives during your lifetime and beyond.
We’ve built our reputation in trust and tax around strong relationships. We act as corporate trustees* to many family trusts and charities, with support provided by a talented team of Society of Trust and Estate Practitioners (STEP) — qualified practitioners, chartered accountants, chartered tax advisers and solicitors.
We’ll manage all of your trust and tax affairs under one roof, and we’ll liaise with advisers and specialists so you can focus on other things.
A selection of the services we offer are:
Corporate trustee
Corporate executorship
Trust advisory
Inheritance tax and succession planning
Tax planning
Private philanthropy
*These services are not regulated by the FCA/PRA.
Family office
Trust advisory and compliance
Executorship services
Personal tax services
Philanthropy
Our team can help in preparing wills and giving advice on inheritance tax; they can take care of issues connected to residential property, like purchase, lending and right issues, and they are expert in the complexities of landed estates.
Our trust and tax team
James Hurrell
Director
James Hurrell
Director
London
James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses. James is a Chartered Accountant and Chartered Tax Adviser.
James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses. James is a Chartered Accountant and Chartered Tax Adviser.
John Duffy
Senior trust manager
John Duffy
Senior trust manager
Liverpool
John is a senior trust manager 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).
John is a senior trust manager 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).
Jon Perree
Senior Trust manager
Jon Perree
Senior Trust manager
Liverpool
Jon joined Rathbone Trust Company as a trust manager in 2017 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.
Jon joined Rathbone Trust Company as a trust manager in 2017 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.