Rathbones Group Plc

Do you have any friends, family members or colleagues that would benefit from a financial awareness course for 16-25 year olds? Look no further! We’re thrilled to announce our upcoming financial awareness course on Thursday 8 August from 6.00pm-7.30pm. Delivered by Rathbones’ investment managers, the financial awareness course aims to prepare the next generation for the financial decisions they will have to make, providing them with the knowledge and skills to help build a secure financial future and plan for the life they want to lead. We’ll dive into essential topics such as budgeting, saving and investing. The course will give an introduction to investing, the risk vs. reward and equities. Advice on the costs of financing your life aspirations: children; retirement; the cost of university; buying your first home; banks and mortgages; credit and debit cards. The course will also cover careers; the city and how it works; as well as giving fund management and interview advice. The course will provide an invaluable opportunity to gain knowledge and skills which will equip attendees to thrive in today’s financial landscape. Register and share now to take the first step towards a brighter financial future. #financialawareness #financialfuture

This extraordinary episode from our Inspired Sounds series shines a spotlight on the transformative journey of Paul Thompson, founder of Water Babies. Rebecca Tunstall, investment director here at Rathbones discovers why Paul left a secure job in Brighton to pursue a new path as a scuba diving instructor in the Caribbean and how he ultimately found his passion for teaching little ones to swim. Subscribe and listen here 🎧: https://lnkd.in/dcDC8bAr #InspiredSounds #Entrepreneurs #Podcast

Did you know the rate of inheritance tax (IHT) that applies to an individual’s UK and worldwide assets is 40%? In our latest two-part episode, Navigating inheritance tax and gifting, our experts discuss some of the background and intricacies of this topic. This includes the assets excluded and exempt from IHT, the UK framework, and areas clients often consider when it comes to their planning. You can subscribe and listen here 🎧: https://lnkd.in/e6NAFQ5x #FinancialPlanningUnlocked #InheritanceTax #IHT #SuccessionPlanning

Can the UK become “the green finance capital of the world”? Labour promised this in its manifesto. Despite vastly curtailed investment plans, we think the new government is likely to be more of a help than a hindrance to the UK’s clean energy industry. Read more here: https://lnkd.in/eHw_M4yD #UKClimatePolicy #UKrenewables #UKstockmarket

Join us at the Planning for later life care webinar on 12 September, 12.00pm – 1.00pm to explore the steps you can take to help maximise your financial resources ahead of later life. Register today: https://lnkd.in/g73TZzbB #FinancialPlanning #LaterLifePlanning #LaterLifeCare

We're proud to sponsor the Global Growth award at this year's Highland Business Awards and are looking forward to recognising the achievements of so many Highland businesses. #InvernessChamber #HighlandBizWk

Introducing our new podcast, Financial Planning Unlocked, brought to you by Rathbones Financial Planning. This series looks at key financial planning topics for you and your family. Our latest episode looks at the topic of Inheritance Tax (IHT), which is deemed to be one of the most unfair taxes we have, but with expert advice and careful planning, it is one of the easiest to reduce. David Nelson, senior financial planning director and Christy Lombard, CFP™ Chartered FCSI, financial planner and tax advantaged investment specialist, discuss how it works and the things you should consider when it comes to your own planning. To subscribe and listen click here: https://lnkd.in/gYVFZwFb #FinancialPlanningUnlocked #InheritanceTax #IHT #SuccessionPlanning

With inflation riding high over the past few years, the cost of living has risen across many areas of our lives. One consequence is that it’s even more important to take control of our long-term financial futures. Our latest blog highlights some top tips to help with your planning. #FinancialPlanning #LaterLifePlanning #EstatePlanning

Out now – The Sharpe End #podcast – Episode 38: Braking Bad. Listen here: https://lnkd.in/d8sdBncQ Trying to unpick some pretty extraordinary moves in global #indices, David Coombs Will McIntosh-Whyte Hannah Kennedy discuss what’s been going on. Was it simply a short-term market overreaction, or something that we might be dealing with for a little while longer? They then move on to automotive parts – a blast from the past for manager David Coombs, but a new addition to the #funds. They explain why they like the sector now, and what led them to add O’Reilly and LKQ to the funds. Finally, the team review American Tower, which has benefited from the growing expectation of imminent #interest #ratecuts in the US as well as the growing demand for #wirelessinfrastructure. The podcast is suitable for retail and professional investors. You can find The Sharpe End wherever you get your podcasts. New episodes monthly. Drop us your suggestions for future topics or feedback at [email protected]. #RathbonesAssetManagement #RathbonesMultiAsset #Investments

Rathbones are proud to announce we have received the Employer Recognition Scheme Silver Award, demonstrating our on-going commitment to supporting our Armed Forces Communities. #SilverERS23 Defence Relationship Management (DRM)