Move toward your goals with confidence

We believe the best time to talk about your financial concerns, such as how well your wealth is protected during adverse times, is now. Make informed decisions about your wealth and secure your financial future by leveraging our expertise, insights, and solutions.

 

Plan


Wealth planning is critical to your long-term financial security. Having a plan in place helps you control your income, expenses and investments so you can achieve your goals with peace of mind.

Common planning concerns

We recently surveyed 600 UK-based high-net-worth-individuals* (HNWIs) about their wealth concerns. Do they align with yours?

%

of HNWIs indicated they need guidance on tax planning

%

of HNWIs aren’t sure how much they need to retire comfortably

*Kantar - RBC Wealth Management UK brand tracking survey, November 2022. Sample: 600 UK-based HNW individuals.

*Kantar - RBC Wealth Management UK brand tracking survey, November 2022. Sample: 600 UK-based HNW individuals.

An introduction to wealth planning

If you didn't think your money needed a purpose, you're not alone. But the fact is, it's crucial. Using a wealth planner can help you create a financial blueprint for a bright future.

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Protect


We know wealth preservation is a key concern – it’s fundamental to you and your family’s financial well-being. Having a wealth plan in place ensures you’re prepared for the unexpected and you can feel confident about the assets you pass on to future generations.

Common protection concerns

We recently surveyed 600 UK-based high-net-worth-individuals* (HNWIs) about their wealth concerns. Do they align with yours?


Inheritance tax is the top concern of HNWIs surveyed

%

of HNWIs aged 25-54 need guidance on how to educate the next generation about having wealth

*Kantar - RBC Wealth Management UK brand tracking survey, November 2022. Sample: 600 UK-based HNW individuals.

*Kantar - RBC Wealth Management UK brand tracking survey, November 2022. Sample: 600 UK-based HNW individuals.

The role of life insurance in estate planning

There are a number of ways to help protect your wealth for the next generation while lessening the potential impact of inheritance tax. Learn how using flexible life cover policies can provide funds to contribute to your estate’s inheritance tax liability and maximise the value received by your beneficiaries.

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Grow


Whether your goal is preserving wealth, receiving a regular income stream, or achieving inflation-beating growth, your investments can help you secure the future you want

Common investment concerns

We recently surveyed 600 UK-based high-net-worth-individuals* (HNWIs) about their wealth concerns. Do they align with yours?

%

of HNWIs indicated they need guidance on how to diversify their assets

%

of HNWIs indicated they need investment management guidance

*Kantar - RBC Wealth Management UK brand tracking survey, November 2022. Sample: 600 UK-based HNW individuals.

*Kantar - RBC Wealth Management UK brand tracking survey, November 2022. Sample: 600 UK-based HNW individuals.

More ideas
Speak with one of our relationship managers to begin putting your wealth plan on a path for success.