Explore who we help
We create a plan tailored to your complex needs
WHO WE HELP
Individuals and families
Your wealth, goals and family priorities
Business owners and entrepreneurs
Your business, wealth and next steps
Corporate executives
Complex income, equity and career transitions
UHNW and Family Offices
Significant, complex and multi-generational wealth
YOUR IDEAS & GOALS
Plan for growth
Grow your wealth and open up new opportunities
Live well
Live life to the fullest, today and into the future
Secure your future
Be prepared for whatever may happen
Make a difference
Support the causes you care about
WORKING WITH PROFESSIONALS
EU Intermediaries
Scale, security, and investment discipline for your clients
About RBC Wealth Management in Ireland
Combining Brewin Dolphin’s local expertise with RBC’s global strength and insight
Our offices
Over 30 offices across Ireland, the UK and Jersey
WHO WE ARE
Our history
Generations of clients have relied on Brewin Dolphin and RBC Wealth Management
Awards and recognition
Recognising our service and industry leadership
Leadership
The people guiding our strategy and client experience
SUSTAINABILITY
Responsible investing
Our approach to responsible investment
Explore our solutions
Let’s make your ideas happen
RBC Brewin Dolphin
Personalised financial planning and investment advice
OUR SOLUTIONS
Wealth planning and management
A bespoke plan to manage and grow your wealth
Financial advice for business owners
Guidance for growth, exit and managing proceeds
Pensions and retirement planning
Plan for the retirement you want
Financial protection
Protect what matters most against the unexpected
Financial planning for life events
Guidance through life’s key moments and changes
Responsible and sustainable investing
Invest with greater purpose in line with your values
UHNW and Family Office services
Coordinating complex and multi-generational wealth
Managing ISA assets outside the UK
Integrating these assets into your wider wealth strategy
Investment management
Tailored portfolios aligned with your goals
Explore our insights and ideas
Analysis, insights and research from our local and global networks
ADDITIONAL RESOURCES
Articles
Expert analysis and commentary on market trends
Videos
Discussions on the current investment environment
Simplify your charitable giving with a donor-advised fund. Establish a flexible, tax-efficient vehicle for local and global philanthropic goals.
A donor-advised fund (DAF) is a convenient charitable giving vehicle that allows you and your family to donate money, claim tax benefits, and recommend grants to your favourite charities at your own pace.
The DAF is established under an umbrella charity, the National Philanthropic Trust UK (NPT UK), which administers the fund on your behalf. This makes it a hassle-free alternative to creating a private foundation, as it reduces administrative responsibilities and costs, making it easier to focus on the joy of giving.
1. Create: Once a donor application is completed, a DAF can be opened in as little as 48 hours, although the underlying investment account will take longer. You simply complete a DAF application with NPT UK and confirm any family members who can make donations.
2. Give: Make an irrevocable contribution of assets to the DAF by donating cash or assets, receiving UK tax relief for each contribution.
3. Grow: Recommend that your contributions are managed and invested by an investment manager of your choice, and the assets in the DAF grow tax-free.
4. Grant: Recommend grants to your favourite charities worldwide, at any time.1
Receive immediate tax relief on all contributions. UK taxpayers receive income tax relief and/or capital gains tax relief.
Can be established within days and requires minimal administration. You can also contribute funds immediately while deciding where and when to donate later.
A DAF provides the opportunity to make grants as a family, with nominated family members able to run your DAF.
Give to any cause, anywhere in the world, at any time.* You can also contribute a wide range of assets to your DAF including cash, shares, property and alternative investments.
You can choose to make your grants anonymously from your DAF or use your DAF publicly for recognition.
Name successors to manage the DAF beyond your lifetime or choose to make legacy gifts to charities. You can name a DAF as a charitable beneficiary in your will.
* Any global charities you give to need to meet the guidance of the UK Charity Commission
Connect with us to discuss how we can help you and your family support your favourite causes.
The information provided should not be mistaken for formal planning advice; it is imperative that you seek relevant advice for your own personal circumstances. RBC do not provide tax or legal advice and we would recommend that you seek appropriate advice in these areas. The investments, and any income from them, can fall and you may get back less than you invested.