Succession Planning

Supported by dedicated taxation specialists, RBK’s experienced client services 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.

Team Members

Yann Harrison

Wealth Management Director

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