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Three key family financial planning decisions

We see three key decisions forming the foundation for family financial planning. What are they? Join John Williams for a 30 minute recorded webinar to find out.
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Published 21 May
30 mins

Whatever you are planning to achieve with your finances over the long term, we see three key decisions forming the foundation for any discussion – whether it’s helping your children, funding your retirement, or leaving a legacy.
 
These three decisions focus on:
1) Why do I need a financial plan? We explain why it is important to have a plan, which is reviewed regularly, to help you achieve your financial goals
2) How do I protect my family? We set out the key documents you should have that support good family financial decisions
3) How should I structure my wealth? We flag some of the tax efficient structures and wrappers, using the UK as an example.
 
Join John Williams, head of wealth planning, in a conversation moderated by Karen Bennet of the marketing team, as he provides examples of how these discussions can be had over a relatively short space of time, given access to the right expertise that’s appropriate for you.

about the presenter

John Williams

John Williams

John heads up the wealth planning proposition for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.

 

John has over 25 years of advisory and management experience, working for global organisations providing solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.

Karen Bennett

Karen Bennett

Karen joined Nedbank Private Wealth in 2019 and is based out of the London office. She brings to the table over 22 years’ experience in financial services in Asia, Europe and the UK, primarily in investment and wealth management.

 

Karen works with the private banking teams to identify trends in wealth management and develop initiatives to help private clients understand the opportunities for their wealth, as well as the hurdles. She also works with the company’s network of finance, fiduciary and advisory professional partners to introduce our services and ensure Nedbank Private Wealth is seen as the provider of choice for high net worth individuals and their advisers.

 

Outside of work, Karen is on the management board of Women in Banking & Finance UK, an ambassador for Insuring Women's Futures and a member of the board of trustees for International Children's Trust. Karen holds a business degree earned in Germany and the UK.

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