Published: January 2017
Whenever there are any legal or regulatory changes on the horizon, it is very important to revisit your will. Irrespective of whether you have a family trust or a simple estate and whether or not you have disclosed all your offshore assets, your will is a primary tool (or as we like to call it, the golden thread) to ensure that, when you aren't around, your wishes are carried out.
We offer a personalised specialist serviceTaking into account matters that may materially affect the structure of your will our dedicated fiduciary specialists will have a conversation with you to gain a thorough understanding of your unique circumstances so that they can meet your needs to:
We will advise you on all the aspects that you need to consider regarding a will
We can give you peace of mind about how your wealth is structured
Our fiduciary specialist team (estate and tax specialists) can structure your wealth to ensure its longevity during and after your lifetime. We are also able to:
We offer an impartial advisory approach built around you
Our fiduciary specialists work very closely with your relationship manager, so please don't hesitate to get in touch with us to help ensure that your will is up to date.
DISCLAIMER The Fiduciary Focus Newsletter is intended for general information purposes only and should not be construed as tax, legal or accounting advice. This communication is based on our bona fide interpretation of legislation, rules, regulations and publications. Nedbank Private Wealth provides estate and tax planning advice; however, we do not provide tax, legal or accounting advice and you are requested to consult a professional tax advisor or professional in this regard.
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