Estate Planning

That's why it is important to take your personal situation into account when planning your estate and Nedbank is there to assist you every step of the way. When considering your estate and planning for the future, the following key components will be considered: 

The Will

A well-structured Will can ensure that your estate is practically and equitably distributed in accordance with your wishes and that your beneficiaries are protected. 

Trust formation

Trusts help protect and preserve your assets for the future benefit of your dependants and their descendants.

Asset restructuring

Convert close corporations into companies, incorporate inter vivos trusts, and more.

Asset management

Prepare for the future by anticipating which adjustments you may need.

Insurance

Insurance can provide you or your dependants/beneficiaries with income as well as capital for unexpected events and future plans such as business investments, or for you and your family's security in the event of disablement or death.

Offshore structures

Available to immigrants, emigrants and Namibian residents.

Tax and tax planning

Ensure you are fully aware of the tax implications of donations, income, capital gains and estate duties.

Immovable Property

Plan whether you will buy in your individual capacity or whether it property will be bought by a company or trust Succession

Define and plan asset and interest devolution.

Share option schemes

Decide whether and how to cede, exercise or defer your share options.

Business planning

• Separate trading assets from conventional investments;
• Incorporate a professional partnership;
  
• Use a loan redemption plan; and
  
• Use buy-and-sell agreements. 
  

Employer and employee benefits

Decide how to structure these benefits to ensure maximum benefit for everyone. This includes pension funds, provident funds, group life benefits and more.

Nedplan Insurance Brokers in conjunction with Old Mutual Trust can assist you every step of the way when you are planning your estate.

Contact us

Tel: 061-295 2958

Fax: 061-295 2302

An inter vivos trust is a trust that is established by the founder(s) during his/her lifetime and is set up according to the specifications of the founder(s). Trustees are nominated by the founder(s) in the trust deed. They are responsible for administering the assets in accordance with the trust deed and relevant legislation. Your beneficiaries, which may include the founder and/or trustee, will benefit from the trust assets. Any beneficiary must be specifically referred to in the Trust Deed registered with the Master of the High Court.

Trusts are constantly under the scrutiny of authorities to ensure everything is above board. It is, therefore, important to make sure that your trust documentation is up to date and correct.

Contact us

Tel: 061-295 2958

Fax: 061-295 2302