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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

Money management

New year, new start: 5 steps to get ahead for 2021

6 Jan

   |   5½ mins

After the turbulent events of 2020, many may be planning to make life changes now the new year has started. John Williams suggests five easy ways to make a start by putting your finances in order.

Our top 10 for 2020

23 Dec

   |   2 mins

As 2020 draws to a close, we look back and list our top 10 articles and webinars from the year. And we're looking forward to 2021 and publishing more content that we hope you will find of use.

Money management

Roast turkey and (self assessment) tax returns

16 Dec

   |   5½ mins

Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Pippa Vick flags some pointers to help you with self assessment submissions.

Money management

Capital gains tax: is change coming?

8 Dec

   |   5 mins

Gareth Hughes, partner at Greenwoods GRM, reviews a recent proposal from the Office for Tax Simplification on changes to UK capital gains tax. Ahead of any changes, he provides his thoughts on how clients might mitigate the tax.

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

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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IMPORTANT

Beware of scams using Nedbank Private Wealth’s name.

 

Have you received an email or SMS claiming to be from Nedbank Private Wealth, inviting you to open an account?

 

Don’t be tricked – Nedbank Private Wealth never contacts members of the public directly, and will never use email or text messages to ask you for your bank details or sensitive personal information.

 

We are aware of scams using our name and those of our staff. These are usually intended to convince you to send money to the scammers, who use our name because it sounds legitimate.

 

If you are in any doubt about whether an email or SMS in our name is legitimate, please speak to your private banker, or call the telephone numbers on the “Contact us” page.