Looking back on 2023 with our top five insights
Throughout last year we shared informative videos and articles to help you better understand the trends that may shape or affect your wealth planning and investment decisions.
As we look back on 2023, we’ve put together a list of our five most popular insights.
1. What is cashflow planning?
Anna Slater, paraplanner at Nedbank Private Wealth, provides an overview of cashflow planning, explains why it’s important, and how it can be used as part of your bespoke wealth plan to help visualise your financial future.
2. How artificial intelligence shapes our investment decisions
Our Chief Investment Officer, Tom Caddick, and Investment Analyst, Madhushree Agarwal, talk us through how artificial intelligence influences markets, and why this can shape investment decisions.
3. Avoid dying with too much money
Having too much money left when you die means you could have used it better during your life and reduced a large inheritance tax bill. Having a good wealth plan in place could mitigate these potential issues and give you the confidence to enjoy your money in your later years.
4. Retirement – aka ‘post work living’
Have we moved away from traditional retirement? With more and more people choosing to taper the retirement phase of their life, should we be thinking about retirement differently – and planning accordingly?
5. Is your cash robbing you? Read the article
What is the price of sticking with ‘safe’ cash? Rebecca Cretney, Investment Counsellor, highlights four alternative areas that she sees as significant investment opportunities.
2024 is already shaping up to be another eventful year on the global landscape and we’ll be continuing to share our expertise and insights to help keep you informed throughout.
Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how wealth planning can help them achieve their financial goals and objectives, or call +44 (0)1624 645000 to speak to our Client Services team.
If you would like to find out more about how we can help you with wealth planning support, please contact us on the number above or via our Contact us page.
Any examples of investments and structures used are for illustrative purposes only. The inclusion does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Nedbank Private Wealth does not provide individual tax advice, and instead works with clients’ existing advisers or can provide an introduction if needed. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.
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