Volatility is becoming the norm – are your wealth plans prepared for it?
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.
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.
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.
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.
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.
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
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.
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
of HNWIs indicated they need guidance on how to diversify their assets
of HNWIs indicated they need investment management guidance
Speak with one of our relationship managers to begin putting your wealth plan on a path for success.