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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 who, what and how of philanthropy post the pandemic

4 Nov

   |   30 mins

Mary Humphreys of Nedgroup Trust joined John Williams in a 30 minute webinar to talk about the who, what and how of philanthropy and how the pandemic is shaping clients' changing approaches.

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, while Katie Bonfrer provided example case studies.

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

Why choose the Channel Islands for your family office?

30 Jun

   |   2½ mins

With so many service providers across the globe, what draws a family office to the Channel Islands to set up operations? Mary Humphreys explains.

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.

Leaving a legacy

Economic substance rules' impact on family offices

25 Jun

   |   3 mins

Sharon Cleal discusses how the economic substance rules affect family offices, based in the Channel Islands, and what impact they have on the offices' activities.

Leaving a legacy

Millennials and money

25 Jun

   |   2½ mins

Since millennials entered the workforce around the 2008 financial crisis, are they more cautious than the generations before them? Mary Humphreys discusses.

19 June 2020 | ONLINE

Don't just invest. Invest to a plan.

We see many clients investing for the long term, but what can you do to ensure the outcome will meet your financial goals and aspirations? 

Watch the webinar video as Carlo Lourenco, John Williams and Rebecca Cretney talk through the benefits to investing with a plan, as well as some of the risks we see, based on their conversations with clients. 

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.

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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.

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Give us a call today on +44 (0)1624 645000 or please complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.

Our office hours are weekdays from 8am to 8pm UK time, except for UK public holidays.

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