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Local and international wealth structuring and estate planning advice
Estate planning services help you structure, protect and transfer your wealth efficiently during your lifetime and after death. Whether assets are held locally or internationally, guidance is provided on key decisions that shape the legacy you want to leave behind.
Wealth ownership options – local and international
How you hold your wealth affects how it is managed, taxed and transferred. Different ownership structures carry distinct legal and financial implications. A wealth manager helps you understand the consequences of each structure, including tax exposure, protection of dependants, succession, asset security and regulatory considerations.
Common ownership structures
Sole or joint ownership
Suitable when 1 person holds full rights and responsibility for an asset, or assets are shared, with implications for how assets transfer on death.
Trusts (local or offshore)
Often used for holding certain types of assets locally or internationally, offering protection, continuity and tax efficiency when structured correctly.
Companies
Used in specific situations, including business interests or international asset holding, subject to legal and regulatory requirements.
The importance of estate planning
Estate planning ensures your wealth supports you during your lifetime and transfers smoothly to beneficiaries after death. Without proper planning, estates may face delays, additional costs or unintended distribution outcomes.
Effective estate planning includes
Structuring assets and ownership
Selecting appropriate ownership structures locally and internationally to ensure efficiency, protection and tax‑alignment.
Planning for major life events
Changes in family structure, marital regimes and personal circumstances require regular updates to estate plans.
Planning also includes preparing for incapacity through mechanisms such as powers of attorney and business continuity arrangements.
Considering the financial cost of death
This includes funeral expenses, outstanding debts, estate duty, capital gains tax, income tax, executor fees and administration costs.
Having a valid, up‑to‑date and executable will
Having a valid will is the only legally recognised way to ensure your wishes are carried out. Dying without a will can result in delays, family conflict or default rules determining asset distribution.
A valid will must meet legal requirements, reflect your current personal and financial situation, be updated when circumstances change and be executable.
Access to local and international fiduciary service providers.
Local fiduciary service provider
Access local fiduciary services via Nedgroup Trust:
- Wills drafting and safe custody
- Professional trustee and administration services
- Executor and estate administration services
- Financial accounting and tax services
International fiduciary service providers
Get access to vetted international trust service providers.
