Family office, trust and tax services
A cornerstone of your financial planning, we’ll work with you to arrive at a suitable strategy for yourself and future generations.
A cornerstone of your financial planning, we’ll work with you to arrive at a suitable strategy for yourself and future generations, to help ensure your tax and trust needs meet your objectives during your lifetime and beyond.
We’ve built our reputation in trust and tax around strong relationships. We act as corporate trustees* to many family trusts and charities, with support provided by a talented team of Society of Trust and Estate Practitioners (STEP) — qualified practitioners, chartered accountants, chartered tax advisers and solicitors.
We’ll manage all of your trust and tax affairs under one roof, and we’ll liaise with advisers and specialists so you can focus on other things.
A selection of the services we offer are:
Corporate trustee
Corporate executorship
Trust advisory
Inheritance tax and succession planning
Tax planning
Private philanthropy
*These services are not regulated by the FCA/PRA.
Family office
Trust advisory and compliance
Executorship services
Personal tax services
Philanthropy
Our team can help in preparing wills and giving advice on inheritance tax; they can take care of issues connected to residential property, like purchase, lending and right issues, and they are expert in the complexities of landed estates.
Our trust and tax team
Anna Frost
Trust director
Anna Frost
Trust director
London
Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters. Anna joined Rathbones in 2007 as a trust accountant and qualified as a Chartered Certified Accountant in 2010 before becoming a member of the Society of Trust and Estate Practitioners in 2015. Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.
Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters. Anna joined Rathbones in 2007 as a trust accountant and qualified as a Chartered Certified Accountant in 2010 before becoming a member of the Society of Trust and Estate Practitioners in 2015. Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.
Bruce Newbigging
Director
Bruce Newbigging
Director
London
Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.
Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector.
With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work. He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity.
Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.
Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector.
With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work. He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity.
Carol Xi
Senior tax manager
Carol Xi
Senior tax manager
Liverpool
Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance.
Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester.
Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager. Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.
Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance.
Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester.
Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager. Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.
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