Planning on leaving the UK | Alexander Peter UK

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Leaving the UK is exciting – but the financial and tax rules can get complicated fast

Whether you’re relocating for work, retiring overseas, or starting a new chapter, we help you plan your departure properly so you understand what changes, what needs doing before you go, and how to avoid unnecessary tax and reporting headaches later.

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Who this is for

We help people leaving the UK who want clarity and control.

You might be:

Taking an overseas role (or being seconded abroad)
Moving your family abroad permanently
Becoming non-UK resident (or unsure if you will)
Selling a UK home or keeping property to rent out
Unsure what to do about pensions, ISAs, investments, bank accounts or insurance
Concerned about UK reporting once you’re no longer here

The common pitfalls

The most common (and costly) mistakes we help you avoid

Assuming you’re automatically non-resident the day you leave
Not planning the timing of bonuses, share awards, dividends or large withdrawals
Selling assets at the wrong time and triggering avoidable tax
Leaving UK investments/pensions unstructured for your new country’s rules
Forgetting ongoing UK obligations (property income, capital gains, reporting)
Not keeping the right evidence of travel / ties / intent

How we help

What we do for clients relocating abroad

We provide a practical plan tailored to your destination, timeline, and assets. Depending on your situation, support may include:

UK residency and departure planning

Understanding your position under the Statutory Residence Test (SRT)
Planning the timing of your move and key financial events
Evidence and record-keeping guidance (travel, ties, employment contracts)

Pre-departure tax planning

Capital gains planning before/after departure
UK property decisions (sell / keep / rent), and the implications
Timing of income (salary, bonus, dividends) and one-off payments

Investments, pensions and long-term structure

Reviewing what you hold now and what’s sensible to keep
Considering how your destination may tax UK investments
Coordinating with overseas advisers where appropriate

Ongoing UK obligations once abroad

UK property income compliance
UK capital gains where relevant (e.g., property disposals)
Coordinating reporting and paperwork so nothing slips

Our approach

A clear plan, not a pile of jargon

Discovery

We learn what you’re doing, when you’re leaving, and what you own.

Strategy

We map the decisions that matter and the best order to do them.

Implementation

We help you execute the plan and coordinate with other professionals if needed.

Ongoing support

If you want it, we stay involved once you’re overseas.

FAQs

Frequently asked questions

When do I become non-UK resident?

It depends on your days in the UK and your ties. Many people are surprised by how the rules work — we help you assess and plan it.

Should I sell investments before I go?

Sometimes timing matters. The “right” answer depends on your asset types, tax position, and where you’re moving.

What about my UK property?

Keeping or selling can both be sensible — but there are tax and compliance implications either way.

Do you work with my overseas adviser?

Yes — we’re happy to collaborate so your planning is joined up.