Our fiduciary offering

Connecting you with expertise, advice and ways to structure your wealth optimally both during and after your lifetime.

Ensure the longevity of your wealth during and after your lifetime
Complexities linked to trusts, estates and the associated tax can have a significant impact on your wealth. To ensure you make the most of your money during your lifetime and that you leave the legacy you intended after your death requires careful structuring. Structuring your wealth is an essential part of our wealth advisory process. Our fiduciary experts pay close attention to developments in industry regulations and changes in legislation so you don’t have to. We focus on how these affect your wealth to ensure that you continue making the most of your money.
 

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Our fiduciary services

Advisory services

  • Estate and tax planning
  • Wealth structuring advice
  • Legislative and regulatory updates
     

Administrative services 

  • Corporate trustee and trust administrative services
  • Estates and executorship (South Africa only)
  • Wills drafting and safe custody (South Africa only)
  • Financial accounting and tax compliance

   

Important documents for you to download

   

Webinar | Estate planning and the avoidance of financial disasters
1 September 2022

Watch our webinar now. Click on the play button to view the complete webinar.

During the discussion, panel members Tracy Muller, Head of Fiduciary Advice at Nedbank Wealth Management (SA); Nikki Bush, Speaker, Author and Human Potential Expert; Lesego Vilakazi, Manager of Wills Drafting at Nedgroup Trust; Portia Khoabane, Regional Head for the Gauteng region at Nedbank Wealth Management (SA); and Moeketsie Mooko, Head of Estates (Gauteng) at Nedgroup Trust, shared their insights into various aspects of the estate planning process, such as the drafting of wills and trusts, and how the careful structuring of such documents helps prevent future financial and/or legal complications. 
 


 


How our services give you peace of mind about optimising your wealth
Our dedicated fiduciary team will help:

  • Provide sovereign protection by housing your assets in an international trust
  • Protect your wealth from creditors
  • Ensure you benefit from South African and international trust and legislative requirements
  • Minimise the legal, compliance and general administration associated with optimising wealth in different legal entities across multiple jurisdictions
  • Give effect to your wishes in a disciplined and efficient manner and look after any vulnerable family members
  • Limit the impact of death on your loved ones from a liquidity and continuity point of view
  • Plan and manage the impact of costs, such as estate duty, and ensure that there is sufficient liquidity to meet such costs

Find out more about our internationally integrated wealth management service.
 

Why our fiduciary offering?
  • Get expert, personal advice about how to structure your wealth according to your unique needs and circumstances
  • Benefit from a specialist fiduciary team who stays abreast of any relevant legislative, regulatory and compliance requirements that may affect your wealth
  • Have peace of mind that your wealth is optimised both from a South African and international point of view
  • It pays to speak to people who have been doing this since 1834
  • Meet all your wealth management needs from a single contact point – in addition to our fiduciary solutions, we can help you set up an integrated wealth management framework that includes banking, investment, stockbroking, international, philanthropy and insurance products and services, with the convenience of accessing all these services from one point of contact



Ready to join Nedbank Private Wealth?

Call me back

Additional Information

Estate planning webinar

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

Estate planning overview

At its core estate planning is about protecting your own and your loved ones' interests.

Emigration – understanding the tax implications.

Emigration is a complex process with significant implications. Here's what you need to consider.

Nedbank Private Wealth includes the following entities: Nedbank Ltd Reg No 1951/000009/06 (NCRCP16) (FSP9363) | Nedgroup Private Wealth (Pty) Ltd Reg No 1997/009637/01 (FSP828) | Nedgroup Private Wealth Stockbrokers (Pty) Ltd Reg No 1996/015589/07 (NCRCP59) (FSP50399), a member of the JSE. Please note that our calls may be recorded.

Estate planning webinar

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

Estate planning overview

At its core estate planning is about protecting your own and your loved ones' interests.

Emigration – understanding the tax implications.

Emigration is a complex process with significant implications. Here's what you need to consider.