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Navigating inheritance tax and gifting - Part 1
Last Updated: August 9, 2024
In this podcast, you'll hear some of the issues around inheritance tax planning. Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth.
Quarterly Investment Update: Banking stress brings a mild recession closer
Last Updated: April 28, 2023
But reality has yet to set in for equity valuations, especially in the US.
Review of the week: The return of the dragon
Last Updated: September 30, 2024
The year of the dragon hasn’t been an auspicious one for China so far. Its leaders are trying to turn that around with a wall of money to kickstart its sputtering economy.
Preparing and planning for retirement webinar
Last Updated: October 11, 2024
How do you prioritise your financial objectives and work out what you’ll need for retirement? We answer these questions to help you consider what your retirement plan might look like.
Planning for a change of government
Last Updated: June 17, 2024
Labour looks likely to form the next government. What changes could they make to raise money, how might that affect your clients’ finances and what can they do about it?
Review of the week: The Trump train rolls on
Last Updated: June 12, 2025
The White House has issued a flurry of decrees in its first fortnight. While not unexpected, they’re already creating unease in markets and chaos in the government.
Review of the week: The Chancellor’s Goodwill Hunting
Last Updated: November 20, 2023
The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?
Review of the week: Running hot and cold
Last Updated: July 17, 2023
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
How could a Labour government affect my finances?
Last Updated: September 27, 2024
Labour looks to be on the cusp of taking power in the UK. What changes could they make to raise money, how might that affect you and what can you do about it? Get in touch with us today to see if we can help, either through your usual Rathbones contact or your financial planner. For the latest on Labour's plans, please see our pre-Budget update at this link.
Keeping you safe
Last Updated: December 20, 2023
Scammers stole £479 million from almost 150,000 victims in 2020. The problem of financial fraud is worsening, and in particular the issue of fraudsters impersonating organisations like banks, investment managers and HMRC. How can you protect yourself?
Investment Update: It takes time for things to break
Last Updated: March 20, 2023
Ructions in the banking sector don’t appear to be the first tremors of a systemic financial crisis, but rather a delayed, jolting reaction to the steepest rate increases in 40 years
Investment Insights Q4 2021: Slowing down and cracking down
Last Updated: July 21, 2025
Our lead article explains that as China’s recovery slows, policymakers there look unlikely to stimulate growth by loosening either the monetary or fiscal purse strings.