Other Services

Inheritance Tax

We will make your money work for you

The only two things that are certain in life are death and taxes, and unfortunately, Inheritance tax covers both.

Inheritance Tax planning is a very complicated part of financial planning with a multitude of planning options. For this reason it is essential to seek advice in this area to ensure any plans you make will be effective.

The Financial Conduct Authority does not regulate trusts or inheritance tax planning.

Tax treatment varies according to individual circumstances and is subject to change.

Bespoke HNW Advice

High Net Worth

At RWB Wealth we offer a comprehensive, discreet and tailored solution to high net worth clients. We can help with tax planning and advise clients to use discretionary fund management solutions to provide you with an investment strategy bespoke to your individual needs and circumstances.

TRUST

Trusts are another important part of financial planning, and can be very complicated. At RWB Wealth we can assess your needs and recommend the most appropriate trust planning for you.

WILLS

If you do not have a Will, intestacy laws, which vary between countries (including Scotland) will dictate who inherits your estate. Key considerations that influence the law’s decision on who inherits your estate if you don’t leave a valid Will are:

The value of your estate.

Whether you have children.

If you are married or in a civil partnership.

Leaving a Will ensures that children or dependants are looked after in accordance with your wishes.

Although we don’t offer a Will writing service at RWB Wealth, we strongly recommend everyone has an up to date Will.

Corporate Advice

Providing advice for businesses big and small

Whether you have many employees or are a self-employed sole trader, we can help ensure you and your business are appropriately protected against the unforeseen. Your business may be highly dependent upon a single person and their loss could cause your business to struggle, or even force it to close. If you have a large business with several employees, you may need to provide a group policy for your employees in case of illness. We can also help ensure your business is taking advantage of any potential tax incentives available to you via certain protection policies.