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 that your family will benefit from your 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 can ensure that your beneficiaries are protected, and that your estate is practically and equitably distributed according to your wishes.

Trust formation

Trust formation

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

Asset management

Asset management

Prepare for the future by anticipating which adjustments you may need. This includes converting close corporations into companies, incorporating inter vivos trusts and more.

Insurance

Insurance

Insurance can provide your dependants and beneficiaries with income as well as capital for unexpected events and future plans.

Offshore structures

Offshore structures

Explore the options available to immigrants, emigrants, and Namibian residents.

Tax compliance and planning

Tax compliance and planning

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

Immovable property

Immovable property

Decide whether you will buy in your individual capacity or through a company or trust succession, considering asset and interest devolution.

Share options

Share options

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

Employment benefits

Employment benefits

Structure benefits such as pension funds, provident funds, and group life benefits to ensure maximum benefit for your dependants.

What to consider as a business owner

Here are some additional factors that we would advise you to keep in mind when planning for your estate if you are a business owner:
  • Separating trading assets from conventional investments
  • Incorporating a professional partnership
  • Using a loan redemption plan
  • Using buy-and-sell agreements

Explore our will and trust services

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Executor services

Make sure that 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

Ensure your legacy is protected with a valid will

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

With a Nedplan Insurance Broker at your side, you can secure your loved one's future.

Get the process started. Make that call today.

Call now

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