Emma Watson CFP is head of financial planning at Rathbone Investment Management and joined the firm in 2016 to oversee the growth of the team and the development of the strategy. She has over 20 years’ experience in financial planning having initially worked in the financial planning division of EY and subsequently spent 12 years at Towry, where she was instrumental in the organic growth of the firm and also the successful integration of a number of acquisitions. She has a degree in linguistics and is a Chartered Financial Planner.
When year-end bonuses hit six figure sums, tax planning is absolutely integral to ensuring that the wealth is not frittered away and the individual's tax position is protected. Emma Watson, head of financial planning at Rathbone Investment Management, explains
In an exclusive series on wealth management, Emma Watson, head of financial planning at Rathbone Investment Management, examines the implications of dealing with large inheritances, from pre-planning to deeds of variation and cashflow modelling