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Financial relocation services that meet your needs

Our team of expert advisers work with high-net-worth clients from all over the world providing a stress-free relocation service personalised to their needs. We will help you navigate any legal and regulatory requirements while working closely with your existing advisers, such as tax and legal professionals.

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Financial relocation planning

A smooth transition to a new country

Moving to a new country can be a complex process especially for high-net-worth individuals. We can help make sure that you don’t experience any unexpected tax or legal complication that could affect your wealth, both now and in the future. Whatever your reason for moving, it’s important to understand what you need to do before you make your move. We can make sure that you have the right plan in place for you, your family and your future goals.

Experienced relocation specialists

We have the international expertise to ensure your move is as smooth as possible

  • Navigating the complex

    We will work with you to ensure that you fully understand and comply with local legal and regulatory requirements of your new home country, such as visa applications and pre-arrival tax planning.

  • A tailored service

    Our global network of expert advisers provide a wide range of private financial services and expertise no matter where you are located. Each client is unique, with their own goals and values, which is why we take the time to get to know what is important to you before moving to a new country.

Before you move

What you should consider before you relocate to a new country

To help ensure a seamless and tax efficient relocation we can help guide you and your family through the relocation process to provide the best outcome for you and your wealth.

  • Think about tax

    You should fully understand the pros and cons of ceasing to be tax resident in one country and becoming tax resident in another.

  • Consider when to relocate

    The date you become resident of a new country can have significant implications for your taxes.

  • Consider wealth planning advice

    By reviewing your finances before a move, you may be able to take advantage of new investment structures available to you.

Frequently asked questions

Nedbank Private Wealth

How can we help you?

Contact us to find out how we can help you to relocate with confidence on +44(0)1624 645000.

Should I rent or buy?

Renting may give the flexibility to experience your new neighbourhood before purchasing. Becoming a resident before buying may mean avoiding an overseas surcharge when you do.

What about my pension?

While you are likely to have an existing pension, it’s worth checking what the potential restrictions are when accessing the funds your new home country.

Where can I get Tax advice on relocation?

We work with Tax specialists as part of our pre-residency planning approach.

Should I cease residence in the country I am leaving?    

It is important that you seek professional tax advice for your specific situation.
Other benefits

We have a full range of services to help you

As a private bank, we can help you manage your money from day one, offering current and savings accounts in 15 major currencies, including Hong Kong Dollars, Japanese Yen, and United Arab Emirates Dirham. As a private wealth manager we can manage your finances and investments from either our UK-based or international finance centres, to suit your individual circumstances over the longer term. As you’d expect from a boutique manager, we treat all our clients as discerning individuals, offering certainty, consistency and flexibility.

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Immigration and relocation to the UK

Find out how we can help with your relocation. Our team of experts work with clients all over the world with their relocation needs, delivering a personal strategy to address their specific requirements.

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Peace of mind

You can be reassured with your choice

We are well capitalised and retain levels of capital well above regulatory minimum requirements. We have a low-risk balance sheet with no debt servicing obligations and high levels of liquidity.

Our approach to liquidity management is very conservative, benefitting from a strong portfolio of high quality negotiable instruments. Cash placements with third party banks are generally for periods no greater than seven days and Nedbank Private Wealth liquidity is very strong.

Single contact

Working with your legal and tax advisers

We help to provide a coordinated approach to your move and a single point of contact for you. This ensures that your tax and estate planning strategies are optimised for both your current home country and your new one, giving you confidence that there will be no tax or legal complications that could impact your wealth.

How can we help you?

Contact us to find out how we can help you to relocate with confidence on +44 (0)1624 645000

Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here

Frequently asked questions

Nedbank Private Wealth

What should I do before I move?

Having a private wealth planner examine your existing financial arrangements may mean you are able to revise decisions ahead of your move, helping to avoid potential issues later.

Should I seek wealth planning advice before I move?

This is important, whether you are a high net worth individual looking to make your move to the UK permanent or not. You may be able to take advantage of new investment structures.

Where should I keep my international assets?

For some it may be preferable to have assets centrally managed or located in one place. Your decision should be based on your specific needs.

How can I avoid incurring too many costs?

We can work with you to plan your relocation so that there are no surprise costs to you.