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21 May: three key family financial planning decisions

30 mins
John Williams, 
May 2020
21 May: three key family financial planning decisions

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:

  1. 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
  2. How do I protect my family? We set out the key documents you should have that support good family financial decisions
  3. How should I structure my wealth? We flag some of the tax efficient structures and wrappers, using the UK as an example.

 

During a webinar we recorded on 21 May, John Williams, head of wealth planning, talked through the process of developing a plan using these three decisions as a guide. He also provided insights as to how these discussions can be had over a relatively short space of time and with 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 develop a plan for your and your family based on your wealth goals, please also contact us on the same number as above or email us.

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John Williams

John Williams

Head of Wealth Planning

John is a senior wealth planning professional with over 25 years of advisory and management experience, working with UK and international clients. He joined Nedbank Private Wealth from Credit Suisse UK in June 2019 and heads up the wealth planning proposition. John works with clients and their families, in tandem with their professional advisers, to ensure they have a clear financial plan in place to achieve their financial objectives.

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