Why choose Nedbank Private Wealth

  • Plan your estate to ensure it is structured optimally

  • Optimise your wealth for both local and international markets

  • Get peace of mind that your family will benefit from your wealth, even after you pass

  • Access industry experts who pay close attention to legislation changes so you don't have to

Our estate planning offers

What is estate planning?

Estate planning is about structuring your wealth for this lifetime and after. Estate planning covers all life events like the birth of a child, marriage, divorce and death.

When do you need estate planning?

It is always a good idea to have a clear estate plan to protect your wealth and beneficiaries.

How can you put a plan in place?

We offer a combination of specialist support from our team and tools to build a wealth plan that suits your needs.

Where can you learn more?

We've broken down everything you need to know about estate planning in our brochure.

Download brochure
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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 a valid, up-to-date and executable will. Our specialist team can help you draw up a will and keep it safe for you.

What to consider when planning your estate

Protecting your dependants and assets

Effective distribution of your assets after death

Potential tax rates and how to protect from tax risks

Flexibility and allowing for changes in circumstances

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Estate planning webinar

In this recent webinar our panel of experts presented case studies and unpacked how good estate planning could have prevented financial disaster.

Join Nedbank Private Wealth

Connect with an expert

Complete our call-me-back form and one of our expert advisers will contact you to start your journey.

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Explore your options

Our advisers will find you the best financial solutions to meet your needs, from Nedbank and other financial service providers.

Achieve your goals

We will work closely with you to structure your wealth to meet your short-and-long term goals and help you build your legacy.

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.

Find out more