Helping a South African Executive relocate to the UK

We began working with Mr A 18 months before his planned move. This left the ideal window to prepare for a relocation of this scale. Our first priority was to understand his goals and timeline, then build a strategy that addressed every aspect of the transition.

We worked closely with his tax advisers to plan the timing of his UK tax residency and ensure compliance with double taxation rules. We also developed a cashflow plan to support both the relocation, and his new life in the UK, making sure he had access to funds when and where he needed them.

Property was also a key focus for Mr A. To address this, we arranged a lending solution for his new UK home and helped him to plan for his future buy-to-let investments. To support his day-to-day needs, we opened multi-currency bank accounts before the move, enabling him to make payments, set up direct debits, and easily manage his finances from the moment he arrived.

We also helped with his foreign exchange needs, ensuring efficient transfers across currencies. Our secure messaging system and 24/7 online wealth platform gave Mr A full visibility and control throughout the process.