South African Expats in the UK

Financial Services for South African Expats in the UK:

I am delighted to introduce you to Alexander Beard Group, an international financial services business formed 33 years ago in the UK and now spanning the world, head quartered in Cheshire with additional UK offices in the London and Yorkshire; our international offices are located in France, Netherlands, Canada, USA, Australia and South Africa.

Having successfully served Expats of many nationalities over our history and following the acquisition of Johannesburg based advisory business in February, we are now launching our long awaited SA Expat services.

  • Releasing “stranded assets”: bring your pension funds, endowments and other SA based savings out of the country legally and safely.
  • Managing what you have left behind: if you have assets back in SA that you want to leave there, we can manage them for you through our SA regulated company.
  • Replacing SA Life insurance: if you continue to pay for SA based life insurance, a benefit payment may be subject to tax in the UK; we can replace, this cost effectively, with a tax free policy from a UK provider.
  • Favourable FX currency services through our ‘introducer’ relationship with Investec bank.
  • Advice on U.K. pension, investment, critical illness insurance and private health insurance.
  • For those of you running companies in the UK or involved in professional partnerships, our international employee benefits division offers consultancy, implementation and ongoing administration for group pension plans, death-in-service plans and partnership insurances as well as payroll services.

We also have a team of qualified advisers in the UK and South Africa, so you can meet face to face wherever you are, which allow us to offer a truly cross border service. Contact us or call +44 151 346 5460.

Please note:

  • The FCA does not regulate Tax advice
  • The value of investments may rise as well as fall and you may get back less than you invest.

Alexander Beard Investment Management Ltd., is authorised and regulated by the Financial Conduct Authority in the UK Firm no. 225566.

Alexander Beard (RSA) Pty Ltd., is authorised by the South African Financial Sector Conduct Authority (FSCA).

Both are members of Alexander Beard Group of Companies Limited. Registered in England No. 2144184.