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Money management

Your wealth goals don’t just have to be long term. Life is not a linear journey, and you may need to be working towards multiple goals.

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Managing your finances properly doesn’t just have to be focused on the long term and there are significant benefits to planning to achieve your wealth goals, and particularly since the future is inherently uncertain. Meanwhile, any financial decision is likely to have implications for you and your family in the short, medium and long term.  For us, that means a combination of investing, structuring and people’s expertise.

For us, holistic money management encompasses:

Money management

Webinar invite: what’s in the 2021 UK Autumn Budget?

21 Oct

   |   45 mins (incl Q&A)

Join John Williams and Andrew Robins on 28 October at 12.30pm UK time as they flag the announcements from Rishi Sunak’s 2021 Autumn Budget, and discuss what they mean for UK tax payers and their families.

Retirement planning

Decumulation matters for retirees

30 Sep

   |   7 mins

As the number of people and timelines in retirement grows, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days in decumulation, even if we won’t give up work?

Money management

Reduce the stress of travel in 2021

3 Aug

   |   3 mins

Catch up on our six tips for a stress free trip abroad this summer.

Money management

Will we see UK tax changes in the autumn?

30 Jul

   |   7 mins

John Williams, head of wealth planning, highlights what potential UK tax changes we might see in the coming months as the chancellor of the exchequer seeks to increase tax revenue.

Money management

Why does the UK tax year start on 6 April?

7 Jun

   |   3½ mins

Most calendars start on 1 January and end on 31 December, but not the UK personal tax year. Karen Bennett explains the history behind the date as the Office for Tax Simplification considers changing the tax year end date.

Investing

What women want for women (and others)

8 Mar

   |   3½ mins

On International Women's Day, Karen Bennett speaks to women across Nedbank Private Wealth to hear their thoughts on how women could choose to challenge their approach to their finances and investments.

Money management

Update on the 2021 UK Budget

4 Mar

   |   44 mins

Rachel de Souza of RSM joined our own John Williams to discuss the UK Budget announced on 3 March. They highlighted what the announcements meant for private clients who file taxes in the UK.

Money management

Opportunities and pitfalls for non-doms

17 Feb

   |   45 mins

Internationals moving to the UK are able to remain non-domiciled, which offers opportunities and pitfalls, as our host, John Williams, and his guest, Mike Curran of PwC, explained in this webinar.

28 JANUARY | ONLINE

2021 Q1 London Residential Property Update

With so many events and news headlines impacting the UK capital’s residential property market, join us for a 30 minute discussion, plus time for Q&A to find out what’s changed and what predictions our experts have for 2021.

Colin Campbell, private banker and lending specialist at Nedbank Private Wealth is joined by Marcus Dixon, head of research and data analysis at LonRes, and Rob Cohen, who is the managing director of the MJ Group International.

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