Once you’ve used our service to transfer your South African retirement savings or assets, we can put you in touch with our wealth advisers who can help you re-invest the proceeds of your extracted RA and other assets.
Our advisers specialise in:
- Reducing your tax liabilities
- Building and maximising your wealth
- Trust planning
- Inheritance Tax
- Entry into the UK
- Exit from the UK
Our wealth team will use their expertise to help you optimise investment earnings through careful planning, as well as maximise the various UK tax breaks and allowances.
A team of dedicated advisers will:
- Tailor a low-cost, diversified investment portfolio around your specific needs. This would incorporate a diversified set of asset classes like equity, bonds, property, hedge funds, commodities, etc.
- Assess your individual insurance cover needs, taking into consideration cost, flexibility and mobility.
- Create a full financial plan that covers your short, medium and long-term requirements.