The benefits of insuring estates against Inheritance Tax are underappreciated, but this could be the answer to distressingly large bills that many HNWI families seek.

There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.

Investing in a scattergun manner is an all-too-common trap people fall into; while starting to invest and keeping this up is undoubtedly a good move, doing things in a more structured way always gets better results.

Many HNW individuals have been radically revising their life plans during lockdown and the proactive have already started reaping the benefits of taking professional advice.

A significant gap is emerging between the best and worst communicators in the wealth management space. See where your provider stands with this sample of best practices.

Credo Wealth is proud of an investment process which shuns short-term fads and of taking a holistic view of its clients’ financial wellbeing. The result has been impressive organic growth.

Owners of family businesses are often very much in need of holistic wealth management advice, to ensure that their wealth works as hard as it can throughout their entrepreneurial journey.

Long-term care may well be the reality for a partner, parent, elderly relative or – indeed – yourself, making intelligent wealth planning one of the wisest moves you can make.

Nedbank Private Wealth has an international footprint as interesting as its illustrious heritage, and the firm continues to be set-up as both a private bank and trust company to present a true one-stop-shop for managing wealth globally.