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Leaving a legacy

Your life has shaped your view of money and what is important in life. We share insights to show how leaving a legacy can benefit generations to come.

Find out more

The efforts over the years to accumulate your wealth means you have invested considerably in your estate, and knowing that it will be a source of support for your family, friends, and the causes that are important to you after you have died is important. But to ensure that your legacy reaches your heirs as you intend, you should make the necessary arrangements now. 

We believe that leaving a legacy could encompass a range of services, including:

Leaving a legacy

The power of philanthropy: five steps to effective giving

15 Dec

   |   4 mins

The response to COVID-19 showed that many people can act swiftly and spontaneously to support a vital cause. In less frantic times, however, it might pay to take a more considered and structured approach to giving.

Sustaining philanthropy in South Africa after COVID-19

9 Nov

   |   60 mins

Nedbank Private Wealth South Africa hosted a webinar as to how local charitable trusts and foundations can balance meeting immediate needs and commitments to beneficiaries with long-term sustainability against the backdrop of COVID-19.

Leaving a legacy

Opportunities for South Africans to structure international investments

21 Sep

   |   62 mins

Tracy Muller from the South Africa team explained the opportunities for structuring international assets, with case studies showcasing how we helped clients in practice.

Leaving a legacy

Key questions when creating a family office

30 Jun

   |   2 mins

Rajah Abusrewil of Walkers (Guernsey) LLP goes through some of the key questions you should ask yourself and your family when creating a family office.

Leaving a legacy

Selling property interests in a collective investment vehicle

30 Jun

   |   2 mins

A non-UK resident investor who disposes of large property interests in a collective investment vehicle may be subject to UK tax, as LTS TAX explains.

Leaving a legacy

What can a family office do for you?

30 Jun

   |   3 mins

Frances Rimeur explains how family offices take many forms to look after the family’s bespoke wealth needs, often using trust and company structures.

Money management

A plan for life

8 Jan

   |   4 mins

Many aspects of life could benefit from a wealth plan. We highlight how it helps expatriates, beneficiaries and retirees.

19 June 2020 | ONLINE

The who, what and how of philanthropy post the pandemic

Philanthropy is an important opportunity to support a cause or community that you and your family deeply care about.

Mary Humphreys, senior manager at Nedgroup Trust, joined John Williams, head of wealth planning at Nedbank Private Wealth for a 30 minute webinar. They discussed the three key questions families should ask themselves at a time when the profile of philanthropy is changing.

Get in touch

If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.

 

We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

Become a Client

Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

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Contact Us

Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.

 

Or please complete and submit the below form and one of the team will get back to you as requested.

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