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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.
Join John Williams, head of wealth planning, in a conversation moderated by Karen Bennet of the marketing team, as he provides examples of how these discussions can be had over a relatively short space of time, given access to the right expertise that’s appropriate for you.
Recorded May 21 2020 32 mins
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Presented by
John Williams, Head of Wealth Planning, and Karen Bennett, Marketing UK
Presentation preview: Three key family financial planning decisions

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Wealth Planning | Investment Management | Private Banking
Nedbank Private Wealth is an award-winning boutique private bank, with an established track record of managing investment portfolios on a discretionary basis for discerning families, trustees and high net worth individuals.

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  • Title: Three key family financial planning decisions
  • Live at: May 21 2020 11:30 am
  • Presented by: John Williams, Head of Wealth Planning, and Karen Bennett, Marketing UK
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