Advice on the best ways to improve the after-tax performance of your client’s investments, and protect and pass on their wealth. Using our lifetime cashflow modelling tool*, we can help your clients manage their wealth into retirement and beyond.
*Not all services provided by Rathbones Financial Planning are regulated by the FCA/PRA.
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An experienced team of UK trust and legal experts are on hand if you wish to work with them.
*These services are not regulated by the FCA/PRA.
Our Specialist Tax Portfolio Service (STPS) team works with individuals and couples seeking relief from income tax, capital gains tax (CGT) and inheritance tax (IHT).
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team believes it is essential to work closely with clients, deputies, trustees and families to help meet their current and future needs.
An expert team, working through Rathbones Legal Services Limited (regulated by the Solicitors Regulation Authority), offers a range of private client legal services, to suit individual circumstances. The team can help in preparing wills and powers of attorney, and giving advice on inheritance tax; they can take care of issues connected to residential property, like purchase, lending and rights issues, and they are expert in the complexities of landed estates.
A highly individual wealth and investment management service, curated for clients with significant assets and complex requirements.
The expert teams harness the full range of Rathbones services to demystify complex needs and offer clear, refined solutions. Whether working alongside existing teams of professional advisers or managing every aspect in-house, they adopt a holistic approach and offer access to the dedicated investment management, lending, financial planning and trust services of Rathbones and our external partners.
The Rathbones Inspire community has been created to give entrepreneurs and their senior teams the opportunity to engage with talented peers, gain invaluable insights, access subject matter experts, and build new connections to further strengthen their businesses.
Rathbones Inspire community members gain access to exclusive content, regular networking opportunities and deep expertise that could help to manage the key growth challenges around capital, clients, and people.
What will the UN global plastics treaty mean for companies and investors? Join us online on Wednesday 11 December, 12.00pm —12.45pm for our next live lunchtime webinar.
1 min
Greenbank organised a visit to a solar farm in Somerset for staff and professional contacts. Investment analyst Will Findlay-Wilson gives a first-hand account of the trip, and explains the context, and some of the considerations, of solar power generation.
6 mins
Greenbank are delighted to have won ‘Business of the Year’ at the Business Green ‘Women in Green Business Awards.
1 min
Hopes were high having been shortlisted in six categories of the Investment Week Sustainable Investment Awards 2024.
1 min
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Greenbank
30 Gresham Street
London
EC2V 7QN
Greenbank is a trading name of Rathbones Investment Management Limited.
Registered office: Port of Liverpool Building, Pier Head, Liverpool, L3 1NW. Registered number 01448919
© 2024 Rathbones Group Plc - Incorporated and registered in England and Wales.
Registered number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.