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Our estate administration minimises hassle

We help you decide how to optimise your wealth while considering all your beneficiaries and the legacy you want to leave behind. We then execute that plan during and after your lifetime for you.

Corporate trustee and trust administrative services

Corporate trustee and trust administrative services

We ensure you comply with the relevant legislation and provide an efficient corporate trustee and trust administration service that ensures compliance with legislation. These services ensure that: 

  • You are on top of all legislative changes

  • You have access to unbiased and professional expertise

  • All investable assets are managed in terms of the trust objectives.

  • Your trust is well managed

Wills drafting and safe custody (South Africa only)

Wills drafting and safe custody (South Africa only)

Our estate administration and executorship services reduce the administrative burden associated with executing an estate by effecting your wishes without bias.

  • Our services:
  • Draft it to comply with your wishes but within legislative requirements

  • Write it clearly to avoid ambiguity

  • Keep it safe for you

Financial accounting and tax compliance

Financial accounting and tax compliance

We ensure compliance with the law by compiling annual financial statements for trusts and compile, submit and manage tax returns for both individuals and trusts. 

  • We do the admin for you

  • You avoid the risk of non-compliance

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Do you have an up-to-date will?

One of the easiest ways to make sure your family is taken care of is to have an up-to-date will. Our specialist team can help you draw up a will and keep it safe for you.

Manage your wealth from your phone

The Nedbank Private Wealth app gives you 24/7 secure access to all your wealth with us – in one place, from the convenience of your phone.

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