Navigating UK Financial Planning

At Veritas Wealth, we prioritise our clients’ financial well-being, this includes not only our clients living in SA, but also those who are contemplating relocating from SA to the UK, or who have already done so.

We recognise that many South Africans are globally mobile, and that their financial planning needs may extend beyond our borders.  We assist clients in navigating the complexities of moving to different tax jurisdictions, particularly to the UK, and through our association with an independent UK financial planning firm, are able to continue helping clients on their new financial planning journey.

Our Lead UK Advisor

We are proud to introduce Clare Cousins as our lead UK advisor. Clare is a Certified Financial Planner (CFP®) registered in South Africa and in the UK (CFP™ MCSI) Clare’s expertise ensures that our clients receive comprehensive and compliant advice, whether they have assets in South Africa or the UK.

What We Offer

Our services are designed to address the unique challenges faced by clients moving to the UK. We offer:

• Pre- and Post-Arrival Planning: We assist clients in navigating the complex process of financial planning before and after their arrival in the UK.
• Certified Financial Advice: Clare will be certified and authorised to provide advice in both jurisdictions, ensuring compliance and protection under UK regulations.
• Cross-Border Tax Planning: We work closely with a UK tax firm specialising in cross-border planning to mitigate adverse tax and financial consequences.
• Comprehensive Financial Services: Our services include retirement and tax planning, risk cover, inheritance tax planning, and tax-efficient savings and investment vehicles.

How We Work

Our approach is client-focused and collaborative. We have built a strong relationship with an established UK independent advice firm, allowing us to provide seamless and comprehensive financial planning services. Clare will be working under the license of this UK firm, ensuring that our clients receive the best possible advice and support.

The Assistance We Provide

We understand that UK tax legislation is complex and constantly changing. Clare is equipped with the knowledge and tools to provide proper lifestyle financial planning advice in the UK.
For those considering a move to the UK or with family already there, we invite you to contact us. We would love the opportunity to discuss how we can add value to your financial planning journey.