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Wealth planning

Our full service offering provides you with access to a range of expertise that allows you to preserve, grow and transfer your wealth for the benefit of you and your family.

How we help

Whatever your circumstances and needs, your dedicated private banker works with a wealth planner – as well as the specialist skills of our lending, investment and fiduciary teams – to ensure that your wealth plan helps deliver on your financial goals.

We pride ourselves on providing you with a personal wealth plan, with regular reviews, so that your financial goals are front and centre of any decision. We can work with your existing professional advisers, as well as bring in specialist expert advice as needed, so there is a comprehensive and robust plan that can deliver the best possible outcome for you and your family.

We work with clients across the world. Our international presence, knowledge of local regulations and extensive experience allows us to support clients with complex multi-jurisdictional challenges, as well as those based in our home locations of the UK, Isle of Man, Jersey and the United Arab Emirates.

Nedgroup Trust

We are one of the few banks to still have an in-house trust and fiduciary team. Nedgroup Trust ensures your accumulated wealth benefits you and your future generations.

Access our wealth planning brochure

Whatever the source of your wealth, there is an opportunity to maximise its potential through our wealth planning service. Find out about our approach by reading our brochure, which can be read here or downloaded for future reference.

Case study

Relocating to the UK

Our clients were a couple who were keen to move to the UK for their children’s education. We helped them plan their move to the UK and manage their finances so they could move again once their children were financially independent.

Case study

Retirement income planning

The couple came to Nedbank Private Wealth to seek advice to help them achieve a set annual income throughout their retirement, and help them pass on as much of their estate to their children as they could.

Case study

Planning ahead in your 30s

A couple in their mid-30s were keen to make sure they were on track to retire to a comfortable life, as well as understand whether their finances could survive an unexpected shock, and help them appreciate what ‘good’ looks like.

Access relevant articles and insights

The 16th issue of our client magazine is out now

9 Sep

   |   <20 mins

In the latest edition of our client magazine, Opportunity, we review the role of philanthropy post pandemic, take a look at the bitcoin phenomenon and more.

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.

Major life events

Could divorce issues provide a guide to marital finances?

22 Jul

   |   6 mins

As lockdowns were imposed, couples were forced to spend considerable time together and, as a result, divorce rates around the world are rising. But even if you are still happily married ever after, could some of the decisions divorce requires be good for you too?

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.

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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