Private Client Services
RBK’s dedicated private client team provides integrated services to help you to Protect, Grow and Pass on Your Wealth.
Our holistic approach covers wealth management strategies, income tax planning, capital taxes on wealth / asset transfers (capital gains tax, gift / inheritance tax & stamp duty), insurance and income protection, investments and retirement planning.
Our core services include:
Estate & Succession Planning
Supported by dedicated taxation specialists, RBK’s experienced team will provide expert, confidential and independent advice to help you plan the tax efficient transfer of your assets to the next generation, either during your lifetime, or afterwards.
Financial Planning & Investment Strategy
Our Wealth Management team provides impartial advice on investments to help private individuals develop and grow their wealth.
Protection & Risk Management
Your ability to generate an income is one of your most important assets, if not the most important. With this in mind our expert Financial Planners offer independent advice on protection and risk management products to help you remain financially secure in the event of an unexpected loss of income.
Retirement & Pension Planning
When you retire from working your ability to generate an income diminishes, therefore planning for retirement is about more than building a pension, it’s about ensuring you have the financial security, flexibility, and income to enjoy the lifestyle you want.
Value Acceleration & Exit Planning Program
The Value Acceleration Program begins with long term business, financial and personal goal setting. Once completed, long term goals are broken into 1-year objectives, then 90 day “sprints” and 30-day milestones.
