Family office, trust and tax services

A cornerstone of your financial planning, we’ll work with you to arrive at a suitable strategy for yourself and future generations.

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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.

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. 

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Our trust and tax team

Rachel Lewis

Tax manager

Rachel Lewis

Tax manager

Liverpool

Rachel is a tax manager, 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.

Rachel is a tax manager, 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.

Tracey Hazell

Trust manager

Tracey Hazell

Trust manager

London

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 25 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.

Tracey is proud to also be a part of the Rathbones Gender Balance Network which is encouraging change within the industry.

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 25 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.

Tracey is proud to also be a part of the Rathbones Gender Balance Network which is encouraging change within the industry.

Vicky McKittrick

Trust Manager

Vicky McKittrick

Trust Manager

London

Vicky is a trust manager who joined Rathbones Trust Company in 1997. With over 26 years of experience in the Trust industry, Vicky is responsible for all aspects of trust administration, including trust taxation, inheritance tax compliance, accountancy and estate administration. She takes pride in providing her clients with an excellent service founded on strong working relationships and working closely with her clients and professional advisers to provide that high-quality service.

Throughout her career, Vicky has had the privilege of working with large family groups and their multiple generations. She understands the unique challenges and opportunities that come with managing the Trusts. 

In addition to her work as Trust Manager, Vicky is also a trustee herself. Her experience in both roles has given her a unique perspective on understanding the needs of the trustees and beneficiaries alike.

Vicky is a trust manager who joined Rathbones Trust Company in 1997. With over 26 years of experience in the Trust industry, Vicky is responsible for all aspects of trust administration, including trust taxation, inheritance tax compliance, accountancy and estate administration. She takes pride in providing her clients with an excellent service founded on strong working relationships and working closely with her clients and professional advisers to provide that high-quality service.

Throughout her career, Vicky has had the privilege of working with large family groups and their multiple generations. She understands the unique challenges and opportunities that come with managing the Trusts. 

In addition to her work as Trust Manager, Vicky is also a trustee herself. Her experience in both roles has given her a unique perspective on understanding the needs of the trustees and beneficiaries alike.