Our trust and tax team

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth. Jon moved to the UK in 2005 and has since specialised in Onshore Trust compliance and advisory work but also has experience with estate administration and personal taxation. 

Jon’s excellent communication skills together with his legal, banking and accounting experience enable him to administer all types of trust and advise on a variety of different matters in trust administration. He enjoys building relationships with our clients to better understand their needs. 

Jon’s qualifications include a Diploma with the Institute of Chartered Secretaries and Certificates of Competency from the Association of Taxation Technicians in Personal Tax and Estate Administration. Jon is currently a STEP Affiliate and is working towards full membership status.

Kerry is a dedicated and focussed Trust and Charity advisor who joined the business in 1997 and proudly progressed to the position of director in 2023.

Before being appointed director, Kerry successfully navigated changes in practice and legislation, studying professional qualifications while continually increasing her understanding of governance and compliance within Trust Company, the wider Group and industry.  Kerry managed a team of professionals from 2009 with a collaborative focus, successfully providing trust administration, tax advice and compliance services and meeting with the accounting requirements for all Trust types.  

Kerry welcomes discussion to understand the particular needs of each client and strives to fulfil objectives effectively but compassionately to support each individual or family as their circumstances evolve.  Kerry also welcomes the opportunity to work with other professionals in order to do so, where necessary.

Since joining Rathbones Trust, Kerry has achieved membership status of the Society of Trust and Estate Practitioners, the Association of Accounting Technicians and the Chartered Institute of Securities and Investments, all to support her in providing a highly valuable Trustee role.  Kerry has a particularly passion for philanthropy and feels strongly about the important roles professionals play in the success of the charity sector.  In support of this, Kerry is currently Vice Chair of the Association of Charity Independent Examiners, a role and challenge Kerry particularly finds fulfilling. 

Lauren started her career in management after graduating with a 1st class degree from University and has worked for Rathbones Trust Company and the Burdett Trust for Nursing since September 2021.

Lauren supports the team working closely with case managers to ensure the smooth running of the Charities’ and Trusts’ administration.