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:

Thinking ahead when moving to the UK

18 Aug
|
4 mins

Moving to another country can be a big upheaval and planning ahead is vital. Senior wealth planners Adrian Crowe and Yash Naidoo explore the financial aspects of moving to the UK, with a particular focus on tax planning.

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The opportunity cost of cash

02 Aug
|
3 mins

One upside to the steady stream of central bank rate hikes is that higher interest is now finally being paid on cash savings. After years in which returns on cash were virtually zero, savings accounts paying over 5% may sound appealing, but is cash an answer for your long-term goals?

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Has it been a damp spring for the UK property market?

26 Jun
|
4 mins

Met office figures revealed that spring 2023 was one of the dullest in history, with the UK seeing only 70% of the season’s average sunshine and more than its average rainfall. Although the weather picked up in June, can the same be said for the UK property market? UK inflation finally fell below 10% in April, but it has proved stickier than expected and investor concerns over further rate increases from the Bank of England have caused more upset in mortgage markets.

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The 19th issue of our client magazine is out now

28 Apr
|
<20 mins

The latest issue of Opportunity focuses on the flexibility of bespoke lending, wealth planning for a long life well lived, and how women can plan for financial independence, plus all our recent company news.

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Can the bank of Mum and Dad work long term?

13 Apr
|
3 mins

While parents and grandparents have been property lenders for many years, the recent rise in mortgage rates and the cost of living crisis have led to far more help for the next generation. But does this support have long-term, unforeseen ramifications?

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This is not just lending. This is bespoke lending.

13 Apr
|
3 mins

For high-net-worth clients with more complex borrowing needs, Chiraag Patel explains how private banks can offer a more tailored lending solution.

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Is cash really a solution for your long-term goals?

03 Apr
|
3.5 mins

As we look towards another year of inflation and market turmoil, rising interest rates and the predictability of returns from cash in the bank may appeal. But is cash really a solution for your long-term goals?

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Is it time to spring clean your finances?

23 Mar
|
3.5 mins

As the seasons change, many of us feel a sense of regeneration and a pull to make changes in our lives. Can you extend the urge for spring cleaning and freshening up your home into other aspects of life, such as your finances?

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Never mind the gaps: plan for financial independence

09 Mar
|
3 mins

With a theme of #EmbraceEquity for International Women’s Day 2023, Anna Slater discusses what it means and the significant role it can play in understanding and meeting women’s financial needs.

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Seize the moment with Lombard loans

31 Jan
|
5.5 mins

Sometimes an investment opportunity arises that’s simply too good to miss. By borrowing against your liquid financial assets, Lombard loans offer the flexibility to diversify your portfolio when needed, without having to sell any of your existing assets or investments or disrupt your long-term plans.

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Our top 10 insights from 2022

24 Jan
|
2.5 mins

No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.

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Once more unto the breach

05 Jan
|
12 mins

A review of FX and markets in 2022 and what we can look forward to in 2023.

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18 AUGUST 2022 | ONLINE

The lay of the land: property taxes across the UK

Temporary property tax holidays for the lowest property tax brackets came to an end in 2021. We take a look at what property taxes buyers now need to pay across the UK, whether resident or not.

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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.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

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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.

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