Here's what you can achieve with our advice-led estate planning service.

  • Protect your wealth and minimise the impact of costs and taxes

  • Ensure your family benefits from your accumulated wealth

  • Guarantee the distribution of your assets in line with your wishes

  • Protect your business interests for continued success

Aspects to consider

The will

The will

A well-structured will ensures that your beneficiaries are protected and that your estate is distributed fairly and according to your wishes.

Trust formation

Trust formation

Trusts help protect and preserve assets for the long-term benefit of your dependents and future descendants.

Asset management

Asset management

Prepare for the future by determining which structural adjustments you may need, such as converting close corporations into companies or incorporating inter vivos trusts.

Insurance

Insurance

Insurance can provide your dependents with income or capital to cover unexpected events and support future plans.

Offshore structures

Offshore structures

Explore available options for immigrants, emigrants and Namibian residents.

Tax compliance and planning

Tax compliance and planning

Understand the tax implications of donations, income, capital gains, estate duties and more.

Immovable property

Immovable property

Decide whether to purchase property in your personal capacity or through a company or trust – keeping asset transfer and succession in mind. 

Share options

Share options

Determine whether you should cede, exercise or defer your share options.

Employment benefits

Employment benefits

Structure benefits such as pension funds, provident funds and group life benefits to maximise value for your dependents.

What to consider as a business owner

If you are a business owner, additional estate planning considerations include the following:

  • Separating trading assets from conventional investments.
  • Incorporating a professional partnership.
  • Using a loan redemption plan.
  • Implementing buy-and-sell agreements.

Explore our will and trust services

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Executor services

Ensure your estate is properly administered after your death

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Testamentary trust services

Establish a trust that takes effect after your death

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Will drafting

Protect your legacy with a valid, well-structured will

Ready to plan for your estate? Speak to the experts.

With a Nedplan insurance broker at your side, you can secure your loved ones' future.

Get the process started – make that call today. 

Call now

You can also send an email to nedplan@nedbank.com.na or ask us to call you back.