RPG Wealth has many years of experience in providing specialist corporate advice to business owners. Whether a public or private company, a pension scheme trustee or a professional partnership, we can advise you on all aspects of pension planning, business protection and investment.

Our services cover:

Group Pension Schemes

Our corporate service includes full analysis of:

  • Group schemes
  • Defined benefit schemes
  • Money purchase schemes
  • Compulsory workplace pensions.

We review the options available to company directors to ensure that the existing arrangements complement their long-term business objectives.

Business Protection

Key person insurance

The death of a key individual can put a business under considerable pressure. As part of our service, key individuals can be identified and insurance put in place to safeguard the company in event of death or prolonged illness.

Shareholder protection

The death of a shareholder can cause considerable strain for companies and the individual’s family. How will a family be compensated for the value of the deceased’s shareholding? Will the directors/shareholder wish family members to be retained as shareholders?

Our corporate service will review any existing arrangements, discuss potential problems and offer a recommended solution.

Partnership protection

The death of a business partner automatically dissolves the partnership and the estate of the deceased partner then becomes entitled to the value of the deceased partner’s interest in the business, creating for any partnership without adequate protection potentially devastating consequences and difficult choices.

For the remaining partner or partners this means either selling the business itself to pay off the estate, selling assets to pay off the estate and then setting up business as say a sole trader or starting a new partnership with someone else, or coming to an arrangement with the estate to, for example, set up a new partnership with the widow or widower – a situation for obvious reasons that for many businesses is far from ideal.

RPG Wealth will review the situation and any existing arrangements, discuss the potential threats and offer a recommended solution.

Group Permanent Health Insurance/Private Medical Insurance

As part of our long-term commitment to our corporate clients, a full analysis of existing schemes can be carried out to ensure that current insurances are adequate and complement the long-term strategy of the business.

Corporate Investments

As part of our investment process, corporate investments can be organised to take into account the company’s short, medium and long-term plans.

N.B. The value of investments can fall as well as rise. You may get back less than you invest.  

Expert advice. Personal touch.



North Wales

© 2019 RPG Wealth Website Design and CMS by Fat Media