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Wealth Management Partners
Supporting Your Cross-Border Financial Journey
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A Trusted Introduction - Not Investment Advice
At SAUK Tax, our role is clear: we provide specialist UK and South African tax advisory and compliance services.
Many of our clients, particularly those navigating relocation between South Africa and the UK, ask us:
• Who can I trust to manage my investments?
• Who understands both jurisdictions?
• How do I avoid being sold unsuitable products during a major life transition?
While we do not provide investment advice, we believe responsible stewardship includes connecting our clients with professionals who share our values and understand the cross-border landscape. For this reason, we maintain a strategic relationship with Credo Capital Limited (United Kingdom) and Anchor Group Limited (South Africa).
Who They Are
Credo is an independent global wealth management business established in 1998, with offices in the United Kingdom and South Africa.
Together with Anchor Group in South Africa, the group combines
£13.5bn+
under custody
£9.5bn+
under management and advice
500+
team members
This structure provides international investment capability supported by strong local expertise in both the UK and South Africa.
Importantly for many of our clients, members of their team have personally experienced the UK–South Africa relocation journey, giving them first-hand understanding of the financial rebuilding challenges faced by immigrants in either direction.
Step 1 – Tax Assessment
You engage SAUK Tax for tax advisory and compliance services. We assess your cross-border exposure, reporting obligations and structural considerations.
Step 2 – Introduction (With Your Permission)
Where appropriate, and only with your consent, we introduce you to Credo/Anchor for an initial discussion.
Step 3 – Regulated Investment Process
Credo/Anchor conduct their own independent discovery and suitability process in accordance with their regulatory obligations.
Step 4 – Ongoing Coordination
If you appoint them, we coordinate purely from a tax perspective (with your consent) to help ensure:
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Efficient reporting
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Awareness of tax implications
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Reduced administrative friction during tax season
You remain a client of SAUK Tax for tax services.
You become a client of Credo/Anchor for wealth management.
SAUK Tax does not provide investment advice.
SAUK Tax
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UK and South African tax advisory
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Cross-border compliance and reporting
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HMRC and SARS liaison
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Structural and documentation guidance
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Ongoing tax coordination
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Meet the Team
Andrew Fraser
Andrew has been working in the South African tax environment since he qualified as a Chartered Accountant in 1984. Focused largely on small business and individual tax, he's learnt a lot over the years. Now resident in the UK and embroiled in the tax environment there, he is exactly the right person to lead our team both in SA and the UK.
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Luke Karam
Based in Johannesburg, South Africa, Luke represents the Anchor Capital team. Luke focuses on building tailored wealth management solutions that align with clients’ long-term financial objectives, combining disciplined strategic thinking with a commitment to delivering exceptional client service.
Lisa Stride
Lisa is based in London with Credo and is a relationship manager to international private clients. Lisa has worked in Wealth Management since 2015, in both South Africa and the United Kingdom. Lisa cleared the CFA level one exam (Chartered Financial Analyst) and holds the CFA UK Level 4 Certificate in Investment Management.
Speak With Us
If you would like to discuss whether an introduction would be appropriate for your circumstances, please contact SAUK Tax.
We are committed to helping our clients build clarity and confidence across borders
SAUK Tax is not licensed to provide financial advice. Whilst Credo is independent from SAUK Tax, through a joint venture owned by SAUK Tax and Credo, SAUK Tax is entitled to a proportion of all fees arising from any advice given by Credo. If you have any questions about the relationship between Credo and SAUK Tax please contact SAUK Tax