Helping a South African Executive relocate to the UK
A wealth planner, private bank and investment manager all-in-one.
Our client’s wishes
Our client, Mr A, is a senior South African executive who had recently been appointed to a global leadership role within a multinational company. As part of his new role, he was required to relocate from South Africa to the UK. While the opportunity was exciting, the move came with financial, legal, and logistical complexities. With significant personal wealth and international financial interests, Mr A needed expert guidance to ensure a trouble-free transition.
Relocating across borders involves more than just logistics. It requires careful planning around tax residency, financial structuring, property acquisition, and day-to-day banking. Understanding this, Mr A knew he needed a partner who could take the lead, coordinate with his existing advisers, and deliver a clear, well-thought-out plan, leaving him with the time to focus on his new role.
How we helped our client
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.
We worked closely with his tax advisers to plan the timing of his UK tax residency and ensure compliance with double taxation rules.
Our client’s outcome
Thanks to early planning and a tailored approach, Mr A’s relocation was smooth and stress-free. He arrived in the UK with his financial affairs fully in order, his new home secured, and a clear plan for his future.
Mr A is thoroughly enjoying his new home and has the confidence that his wealth is being managed with care and foresight. With a strong financial foundation in place and a trusted relationship with us, he is well-positioned to focus on what matters most – leading his business on a global stage.
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Any examples of investments and structures used are for illustrative purposes only. This case study does not constitute an invitation or inducement to buy any financial investment or service. None of the content constitutes advice or a personal recommendation. Individuals should seek professional advice, based on their jurisdiction and personal circumstances, before making any financial decision.
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