UHNWI Guide for

Investors and Entrepreneurs 

As you invest, operate or relocate to the UK or Switzerland, there are at least several important concerns for you, such immigration requirements and constraints, the need for tax planning and operating business in the UK post-Brexit, as well as, your wealth management and the need to protect your wealth worldwide.

Webinar: Why Choose London to Invest, Operate or Relocate – What do you need to know?

We were deligted to host a webinar in October 2022. During the webinar the panel of experts discussed:

    • Investing in London’s commercial property and its latest trends;
    • How to win large contracts for your overseas company in the UK;
    • What do you need to know as you invest, operate and relocate to the UK?

You may watch the recording of the webinar here. The written overview is here.

Immigration and Visa Concerns 

In February 2022, the Home Office announced the abolition of the UK Investor visa category, which served a number of ultra high net worth individuals over the years. It is making further changes to the UK immigration layout and continuously reducing the number of opportunities that would allow you to settle.

Latest UK Immigration Developments

How to Choose the Best UK Visa for You – is an overview of the most UK visa categories that allow you to visit, live and work in the UK.

Abolishing Tier 1 Investor Visa – UK Golden Visa – 4 Common Myths – at the moment there is no other visa category that would allow you to enter the UK as an ultra high net worth individual based on your wealth and investments alone. This explores 4 common myths that were associated with Tier 1 Investor visa.


Historic Comparisons with Tier 1 Investor Visa Category 

As Tier 1 Investor visa is now abolished in the UK, it leaves a tremendous gap in the UK immigration policy. Investor visa was always the ultimate solution when there was no other visa category available in order to live and work in the UK.

Why is the UK Investor Visa Right for you?

5 Signs that UK Investor Visa is Right for You – How do you know that this visa is right for you? There are 5 signs.

There are 7 Alternatives to Investor visa if Investor visa is not entirely right for you. Let’s explore your options.

Tier 1 Investor visa gave you options to explore in mainland UK or Jersey and Guernsey.

Switch to Tier 1 Investor Visa in the UK – if your current UK visa did not guarantee you the ultimate outcome you wanted. Investor visa allowed to switch.

Choose Tier 1 Investor Visa where there is no other visa option available

Investor or Ancestry Visa – Ancestry is one of the best visas to apply. However, it is only available for the grandchildren of British nationals who were born in the Commonwealth.

UK Tier 1 Investor Visa for Students – 3 Reasons it is the Most Popular Choice – a student visa does not allow you to remain in the UK permanently. Tier 1 Investor visa was a possible solution.

UK Tier 1 Investor visa – Travel with Your Studying Child – there are no other visa categories which allow you to travel with your minor child for schooling purposes in the UK.

Bringing Your Parents to the UK – it is extremely difficult to bring parents to the UK who are not British citizens. A UK Investor visa provided a possible opportunity in such circumstances.

Investor Visa for Medical Doctors and Dentists – there are circumstances when applying for an Investor visa was appropriate when aspiring to pursue your career as a medical doctor or dentist. There were some very noteworthy exceptions to consider when applying under the Investor route.

Tier 1 Investor Visa and UK Visa Options for Business

Best UK Visa for Entrepreneurs – there are several UK visa categories that may be appropriate for business, which one is right for you?

Entrepreneurial Dilemma – Innovator Visa or Overseas Business Representative Visa? – UK Innovator visa is still a possible option. However, the Overseas Business Representative visa is now replaced. It no longer permits you to settle in the UK.

Tier 1 Investor or Tier 1 Innovator visa – which UK visa is right for You? – A historic comparison of two very powerful business options for the UK.

Tier 1 Investor or Overseas Business Representative Visa – a choice for ultra high net worth individuals who are business owners – unfortunately, these both visa categories no longer exist. This is a historic comparison under the old rules.

Investor Visa, European Golden Visa, Citizenship by Investment and Swiss Relocation Option

UK Tier 1 Investor Visa, European Golden Visa and Citizenship by Investment – which choice is the right for you? – wealth gives you a lot of options to choose from, how do you determine which solution serves you best?

British Investor Visa and Relocation to Switzerland under Lump Sum Taxation Model – a very nice way to benefit from both options historically. Lump sum taxation model is still a very good option for wealthy individuals who want to relocate to Switzerland.

Tier 1 Investor Visa and the European Dimension (Brexit)

UK Investor Visa for EU/EEA/Swiss Nationals – the status of EU nationals changed after Brexit. It is no longer possible to enter the UK on your European passport alone if you have not secured your pre-settle or settled status before the deadline.

EUSS – Missed the Deadline? – Next Steps – what do you do if you missed your registration deadline?

Life in the UK: Settled Status or Investor Visa – what are the right circumstances to secure your settled status and when an Investor visa is the right option for you.

British Citizenship and UK Taxation

Your British Citizenship Ceremony – What to expect on the Day?

British citizenship for Your Child and UK Tax Considerations – is it fair to deprive your own child of British citizenship because you are being misled about how UK Inheritance tax operates.

Tax Planning as You Invest, Operate and Relocate 

The UK is one of highly sophisticated jurisdictions, which allows you to plan and forecast your future UK tax liability early on. You need to take the right steps in advance and speak to a tax specialist who works with wealthy families, so that you could be proactive and secure benefits that are available exclusively to you. 

There are 3 Important Considerations as You Relocate to the UK and need to protect your worldwide wealth.

Taxation of Foreign National who own property in the UK – you own high value property in the UK. What do you need to know about UK tax rules?

UK Tax Planning for Non-doms – What are Key Dates? – you relocate from overseas to live in the UK. What are the key elements you need to know about as you approach your UK international tax specialist?

Operating a Business in the UK post-Brexit 

Brexit is a frightening word. It spelled uncertainty for individuals and businesses operating in the UK and the EU. How did the landscape change in the UK and what is that you need to know?

What does the end of the Free Movement of Workers mean to you as you expand your business operations to the UK.

How do you  Start a Business in the UK Post-Brexit. What is that you need to know?

How does the end of the Free Movement of Goods affect your business operations in the UK?

Wealth Management and Asset Protection

Just Inherited Family Wealth? 5 Steps to Protect Your Assets – you are new to managing your family’s wealth and you are not sure what your options are.

7 Considerations to Start Your Own Offshore Investment Fund – starting your own offshore investment fund may be an exciting opportunity. Here are some of the steps as you go through the process.

6 Reasons to Start Your Own Bank to Manage Your Wealth More Effectively – some of the wealthiest families in the world own their own banks to manage their wealth and investments more effectively. Is this the right choice for you?

Taxes, Business and Wealth Management when Owning a Bank Makes a Financial Sense  – there are specific circumstances when owning a bank is a viable option and makes the perfect commercial sense.

5 Financial Tips when Planning a High Value Transaction – there is an extra care required to plan high value transactions across the borders.

6 Shortcoming of Regular FinTech Platforms when Planning a High Value Transaction – you need a specific solution that fulfils your high value purchase and saves you costs.

Pandora Papers – 5 Steps to Protect Your Privacy – information leaks and privacy intrusions make it difficult to shield and protect your wealth. What are the steps you can take to protect yourself?

5 Tips How to Protect Your Wealth Worldwide in Crisis – conflict escalation in Ukraine as well as many recent developments demonstrate that you need to plan the security of your assets in advance.

War in Ukraine – Visa Options and Sanctions – in the wake of the war in Ukraine, the UK introduced two visa options for Ukrainian nationals to relocate to the UK. Some powerful financial sanctions have been implemented across Europe and the USA.

You are looking to invest, operate or relocate to the UK or Switzerland and need specialist advice, schedule a consultation with me to discuss your needs and requirements.

Book a call with me to discuss your Global Wealth Strategy and necessary onshore and offshore legal arrangements to protect your global wealth. You may submit your enquiry here.

You will be first guided to a payment page when you choose “book a call” option. After making the payment, you will be able to choose the most convenient date and time for our Zoom meeting. You can report a payment issue here.

Saule Voluckyte, M.A.E.S, LL.B, FAIA

I have been working exclusively with UHNWI in Mayfair, London since January 2008. I built specialist knowledge and expertise required to serve ultra high net worth individuals investing, operating and relocating to the UK or Switzerland.

Within the industry, I am the single adviser who is able to traverse the different areas of expertise and bring a comprehensive approach across: global structuring, UK immigration, international taxation and FOREX to develop their global wealth strategy, while they build, grow and expand their wealth worldwide.

Previous experience as one of the senior advisors for the government, made me a go-to person when delicate and uncomfortable scenarios involving heads of state need to be handled with care and preserve privacy.

Contact a family office specialist to discuss your needs.

As somebody who specializes in tax, wealth management of ultra high net worth individuals’ assets and legal requirements for high net worth families, my sole purpose is to help you protect your family’s legacy.

Should you have a specific enquiry on how to start your own family office, please book a call below.

If your specific enquiry is about how to invest, operate or relocate to the UK or Switzerland and you are looking to align your UK immigration, tax, overseas wealth concerns and benefit from favourable currency conversions and other bespoke services to UHNWI.

Submit your enquiry using this form

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