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Local and international wealth structuring and estate planning advice
Our estate planning services help you structure, protect and transfer your wealth efficiently, both during your lifetime and after your death. Whether your assets are held locally or internationally, we guide you through the key decisions that shape the legacy you want to leave behind.
Wealth ownership options – local and international
How you hold your wealth affects how they are managed, taxed and transferred. Different ownership structures have different legal and financial implications, and understanding these helps ensure your wealth is protected and aligned to your goals. Your wealth manager will help you understand the consequences of each structure, including tax exposure, protection of dependants, succession, asset security and regulatory considerations.
Common local and international ownership options include:
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Sole or joint ownership where one person holds full rights and responsibility for an asset or shared assets, with implications for how assets transfer on death.
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Multiple names for international assets used in jurisdictions with specific legal requirements.
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Trusts: local or offshore trusts can offer protection, continuity and tax efficiency when structured correctly.
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Companies, suitable for business interests or holding certain types of assets locally or abroad.
The importance of estate planning
Estate planning ensures that your wealth is structured to support you during your lifetime and transfers smoothly to your beneficiaries when you die. Without proper planning, your estate may face unnecessary 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 require updates to ensure your estate plan remains relevant. Marital regimes (in or out of community of property, accrual, antenuptial contracts) influence how assets are divided during divorce or at death.
Planning also covers potential incapacity, ensuring you or your family have uninterrupted access to finances through tools such as powers of attorney or business continuity arrangements.
Considering the financial cost of death
Death comes with immediate and long‑term financial responsibilities. These may include funeral costs, outstanding debts, taxes (estate duty, capital gains tax, income tax) or executor and administration fees.
Planning ahead helps prevent financial strain on loved ones.
Having a valid, up‑to‑date and executable will
A will is the only legally recognised way to ensure your wishes are carried out. Dying without a will can lead to delays, family conflict, or default rules determining how assets are distributed.
A valid will must meet all legal requirements, reflect your current personal and financial situation, be updated when your 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.
Access our resources
We offer a comprehensive suite of guides and resources designed for Private Wealth clients, covering topics such as fiduciary services, trusts, tax considerations, and a range of additional wealth‑management insights.
