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:
- 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.
- How do I protect my family? We set out the key documents you should have that support good family financial decisions.
- How should I structure my wealth? We flag some of the tax-efficient structures and wrappers, using the UK as an example.
Join Simon Prescott, head of wealth planning, in conversation with paraplanner Anna Slater, as they provide 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.
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Clients of Nedbank Private Wealth can get in touch with their private bankers or relationship managers directly to set up a meeting with one of our wealth planning experts or call +44 (0)1624 645000.
If you would like to find out more about how we can help you put in place a financial plan based on the retirement you would like to enjoy, please also contact us on the same number as above or use the form at the end of the page.
Any examples of investments and structures used are for illustrative purposes only. This webinar does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.