Patrick is a Certified Financial Planner™, has an MSc in Financial Services, is a Specialist Investment Advisor, a Retirement Planning Advisor and a Qualified Financial Advisor. Patrick’s aim is to help ensure our customers are financially independent.
Patrick’s areas of expertise include helping our customers plan for their retirement, the efficient drawdown and regular review of their pensions, ensuring their protection needs are met and that their investment strategies are appropriate. He advises high net worth individuals on their retirement planning, wealth protection, estate and succession planning strategies, and business cash extraction opportunities.
Patrick also specialises in providing advice to corporate clients on the design of pension and risk scheme structures, corporate investments, business protection and shareholder succession planning.
Succession & Estate Planning Update - May 2022 2.81 MB
The third event in RBK's Lunchtime Series, with RBK and Reddy Charlton Solicitors was held on Thursday, 19th May 2022.Stephanie Whelan from Reddy Charlton Solicitors gave an overview of succession law, including particular consideration in light of modern family arrangements, Enduring powers of Attorney and the impact of the Assisted Decision Making (Capacity) Act 2015. RBK’s Richard McAufield considered taxation implications of gifts and inheritances including life time gifting, assets passing on death, discretionary trusts for incapacitated children, common reliefs and foreign considerations in estate planning. RBK’s Patrick Keegan provided an overview of opportunities to use a pension as a vehicle to pass on wealth tax efficiently to the next generation and the interaction between pension funds and CAT rules.
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ILCU Pension Webinar 1.44 MB
RBK hosted a webinar providing an overview the ILCU Defined Benefit Scheme where we discussed a number of issues for those credit unions that are currently considering their options. Speakers were, Michelle O'Donoghue, Audit & Business Advisory Director, Patrick Keegan, Wealth Management Director and Yvonne Clarke, HR Solution Manager.
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