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.

Our services include:

  • Review of Wills & Letters of Wishes
  • Asset Transfers & Company Reorganisations
  • Succession & Tax Planning Strategies
  • Family Partnerships & Trusts

For more information or to discuss your specific requirements, please contact a member of our team.

Other Private Client Services services

Financial Planning & Investment Strategy Our Wealth Management team provides impartial advice on investments to help private individuals develop and grow their wealth. 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.
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.
Financial Planning & Investment Strategy Our Wealth Management team provides impartial advice on investments to help private individuals develop and grow their wealth. 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.
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. 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.
Financial Planning & Investment Strategy Our Wealth Management team provides impartial advice on investments to help private individuals develop and grow their wealth. 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.
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. 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.

Team members

A man in a dark suit, white shirt, and red-and-blue striped tie is smiling at the camera. He has short brown hair and is standing in a bright, modern indoor setting. Patrick Keegan

Wealth Management Director

Tel: +353 90 6480600

Get in touch

At RBK, we provide our clients with high-quality technical and commercial solutions that are responsive, relevant and practical.

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