MOVING TO THE UK: TAX, RESIDENCY BY INVESTMENT & FOREX CONSIDERATIONS
Africorp Treasury, part of the Tax Consulting South Africa group, is a bespoke Treasury Outsource provider licensed by Investec, along with Tax Advisory Partnership an international tax advisory firm and Henley & Partners the global leader in residency and citizenship by investment, will be hosting a virtual presentation and Q&A session aimed at addressing key UK Tax, Immigration and Forex considerations.
The event will feature a 40-minute presentation and 20 minutes Q&A session by:
- Jamie Favell, Partner and Head of Private Client Tax at Tax Advisory Partnership.
- Yat Wan Yeung, Associate Director, Henley & Partners.
- Marisa Jacobs, Head of Africorp Treasury.
KEY AREAS OF THE PRESENTATION
- An introduction to the UK’s Remittance Basis Tax Regime: What it is, who can use it, how it is claimed, when it can be claimed.
- UK Tax Residency: An overview of the UK’s residency rules.
- Non-UK Domiciled Status: An explanation on how to determine your domicile status for UK tax purposes.
- Planning for the Remittance Basis: A brief overview on pre-entry planning to consider in advance of a move to the UK.
- Discussing options around the residence via investment for Innovator Visa.
- Why is the UK Innovator program best suited for HNW individuals and families?
- How does the process work?
- What are some of the key points to note for investors interested in relocating to the UK with the Innovator program?
- Exchange control strategies, FIA applications and forex solutions.
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ABOUT THE SPEAKERS
Marisa Jacobs | Head of Africorp Treasury
Marisa Jacobs (BCom Marketing & Business Management) is the Head of Africorp Treasury, an Investec-licensed customised Treasury Outsourcing service. Marisa also serves as the Managing Director of Xpatweb which is the largest independent immigration practice in South Africa.
She has extensive knowledge and experience working with expatriates both inbound and outbound with a focus on providing solution-based services to meet the everchanging needs of international groups and professionals. This ranges from operating and managing confidential payroll for numerous expatriate groups to obtaining various SARS tax directives and rulings, Reserve Bank clearances for expatriates, and optimal banking solutions. The scope of this expertise enables her to provide an all-inclusive mob.
Other areas include cross-border payments, exchange control, and South African work permits for both individuals and employers with large groups of expats.
Yat Wan Yeung | Associate Director at Henley & Partners
Yat Wan Yeung is an Associate Director at Henley & Partners UK Ltd. Based in London, she is a Private Client specialist in residence and citizenship planning, and provides advice to UHNW and HNW individuals and their families across the globe.
Yat Wan is a member of the Investment Migration Council. Originally from Hong Kong, China, she has experienced investment migration first hand as a child and lived in New Zealand until she completed her Masters (Hon.) degree. Prior to joining Henley & Partners UK, she has lived in several countries in South America, Asia and continental Europe, where she worked for a residential property developer, a private family’s business, and the professional service firm PwC.
Yat Wan speaks English, Chinese Mandarin, Chinese Cantonese, Japanese, Spanish, French and understands German.
Jamie Favell | Partner and Head of Private Client Tax at Tax Advisory Partnership
As TAP’s Private Client Tax Partner, Jamie is well-versed in advising High Net Worth clients, their families and businesses on all aspects of UK and international taxation, including expatriate tax complexities. Jamie’s client base is comprised of private clients including entrepreneurs’, principals in finance and the media industry and everyone else in between.
ABOUT THE COMPANIES
AFRICORP TREASURY
Africorp Treasury, part of the Tax Consulting South Africa group, is a bespoke Treasury Outsource provider licensed by Investec, which delivers large corporate level benefits to pre-qualified clients and business associates. Coupled with our South African Reserve Bank and South African Revenue Service expertise, and our direct access to a specialist team in Investec, this provides for an unparalleled and efficient solution. The service is ideal for international individuals and corporates with the requirements of regular or larger quantum special approval transactions.
HENLEY & PARTNERS
Henley & Partners is the global leader in residence and citizenship by investment. Each year, hundreds of wealthy individuals and their advisors rely on our expertise and experience in this area. Our highly qualified professionals work together as one team in over 35 offices worldwide.
TAX ADVISORY PARTNERSHIP
Established in 2010, Tax Advisory Partnership (TAP) is a young and vibrant firm of accountants and chartered tax advisors, providing UK, US and International tax advisory, tax compliance and accounting services to a broad spectrum of High Net Worth (HNW) individuals, families and businesses around the world. TAP’s specialism is assisting non-UK domiciled expats arriving in the UK, who often have complex cross-border tax issues. Over 12 years, TAP has grown into a multi-million-pound business operating from offices in London and Leeds, where we now have 45 staff in total.