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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, you should have the benefit and comfort of a detailed and bespoke plan to help you reach your financial goals.

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

In addition to our support for UK clients, 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. Whether we are supporting you from the UK office, the international finance centres of the Isle of Man and Jersey, or out of the United Arab Emirates, your dedicated private banker works with an experienced wealth planner – alongside the specialist skills of our lending, investment and wealth structuring teams – to create a personalised roadmap to help you reach your financial goals.

Retirement planning service

As people approach retirement and become increasingly reliant on their investments, pensions and savings to fund their lifestyle, how can you make sure you will achieve financial success given the many additional risks facing retirees. The answer lies in a wealth plan, that is unique to you, and an investment service which will help navigate the challenges ahead to achieve your financial goals over the rest of your life.

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.

Wealth structuring

As part of your wealth plan, we will help you structure your wealth in the most efficient manner to achieve your financial goals. With your wealth plan in place, it’s important that we use the right investment and wealth structures that are appropriate for your needs and suitable for your circumstances. We will take into account considerations such as:

 

  • The tax-efficient accumulation of wealth
  • Planning for a successful retirement
  • The transfer of wealth to the next generation
  • Leaving a lasting legacy through charitable giving.

 

We are also one of the few banks with its own in-house trust and fiduciary team for our international clients. They can work with you to ensure you, and the future generations of your family, benefit from your accumulated wealth.

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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 plan for 2022

7 Jan

   |   7 mins

Many of us had hoped that 2021 would see a return to some kind of ‘normality’. Unfortunately, that was far from the case. The past 12 months seem only to have further highlighted the need to plan. John Williams, our head of wealth planning, suggests five ways to get your finances in order – while keeping the unexpected in mind.

Money management

Our top 10 for 2021

17 Dec

   |   3 mins

No year seems to be complete without the obligatory review of events and 2021, for many of us, has been almost as challenging as 2020. Amidst the ongoing coverage of conflict, climate change and COVID-19, however, there were some brighter notes through the year.

Money management

Roast turkey and (self assessment) tax returns

16 Dec

   |   6 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 highlights some pointers to help you with UK self assessment submissions.

Leaving a legacy

The power of philanthropy: five steps to effective giving

15 Dec

   |   4 mins

The response to COVID-19 showed that many people can act swiftly and spontaneously to support a vital cause. In less frantic times, however, it might pay to take a more considered and structured approach to giving as John Williams explains.

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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