Other Services

Inheritance Tax

We will help you 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.

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 have access to discretionary fund management through Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James's Place,
which is wholly owned by the St. James's Place Group. Together we can provide you with an investment strategy bespoke to your individual needs and circumstances.

The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.

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.

Trusts are not regulated by the Financial Conduct Authority.

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 Wills 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.

RWB Wealth strongly recommend everyone has an up to date Will.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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.

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You can send us a message or call us at:

T: 02920263360
E: [email protected]

RWB Wealth Ltd, Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, CF23 8RU

SJP Approved
26/10/2023

RWB Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.