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

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.

 

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