Primary focus
Whether you’re placing a lump sum, building monthly, or untangling a UK pension — the structure comes first, the products last, and every cost is on the table.
A sale, a bonus, an inheritance, savings that have outgrown one bank account. I structure it in the right jurisdiction and wrapper, then invest it in institutional portfolios — with full liquidity and transparent fees.
For 10-year-plus horizons: disciplined monthly investing into offshore portfolios, structured so it moves with you when you change country — not against you.
Old workplace pensions left behind in the UK: consolidation, review and drawdown planning for investors living abroad — with the tax picture of where you live now front and centre. UK pensions can’t transfer to South Africa, but they can be brought under proper control.
Too much wealth concentrated in one country or one currency? I build the offshore layer — hard-currency portfolios, properly domiciled, sized to your risk.
My clients share a situation, not a passport. If two or three of these ring true, a call is worth your time.
Guides by nationality
The cross-border questions change with your home country — residency, pensions, tax wrappers and currency all work differently. Start with yours:
UK residency, ISAs, pensions and the domicile trap most Britons forget.
Citizenship-based tax, FATCA and why the PFIC rules change everything.
SARS residency, financial emigration, exchange control and the RA rule.
The Foreign Investment Fund rules, KiwiSaver and residency tests.
NRI status, NRE and NRO accounts, and the Liberalised Remittance Scheme.
No income tax, no local pension — why Gulf expats build offshore.
Cantonal wealth tax, no CGT on private wealth, and the pension pillars.
Currency history, the diaspora, and holding wealth in hard currency.
OFW savings, hard-currency diversification and tax residency.
Go deeper
Moving from the UK? Start with the British expat’s money checklist for South Africa — the complete reference. Not sure whether offshore or onshore fits you? Take the quiz.
No. I meet clients in person in Cape Town, and work with offshore investors anywhere in the world over video call, with the same access to international platforms and providers.
Holding investments through regulated international platforms outside your country of residence — typically diversified across currencies and jurisdictions. It’s about transparency, diversification and structure, not secrecy. The full picture here.
No — South Africa isn’t a jurisdiction UK pension schemes can transfer into. Your pension stays a UK-regulated asset, but it can be reviewed, old schemes consolidated, and how it’s invested brought under proper control — here’s the full picture.
As a guide: lump sum offshore portfolios typically start from $100,000, and regular offshore savings plans from around $500 per month on a 10-year-plus horizon. Not sure where you fit? That’s exactly what an introductory call is for.
Nothing. It’s a 30-minute, no-obligation conversation to understand your situation and whether we’re a good fit — not a sales pitch.
Free guide
A short, practical guide covering the questions I get asked most: what counts as “offshore”, how lump sum vs. regular savings plans compare, and what to check before you invest. No obligation, no spam — the guide plus a short series of practical notes. Unsubscribe any time.
Thirty minutes, free, no obligation — and a straight answer on whether I can add value.
Book a 30-Minute Call