Our trust and tax team

Richard began his career with Rathbones Trust Company in February 2023 as a Trust Administrator. He is a graduate of BA History from the University of Northampton, and has previous professional experience in the property industry.

Richard's role is to support the case managers within Rathbones Trust Company to ensure that our clients’ needs are met.

Sarah joined Rathbones Trust Company in 2011 after qualifying as a Chartered Tax Advisor. Sarah specialises in Personal Tax, advising on both compliance matters and tax planning. Sarah is a member of both the Chartered Institute of Taxation and the Association of Taxation Technicians. Sarah became a member of both organisations after completing her Bachelor Degree at Keele University in History and Sociology. 

After qualifying as a tax technician, Sarah predominantly gave advice to owner manager businesses and companies. However, since joining Rathbones she has specialised in Personal Taxation and Inheritance Tax. 

Tracey is a trust manager, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work.

Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.

Tracey is proud to also be a part of the Rathbones Gender Balance Network which is encouraging change within the industry.