Video Case Studies

Pods and clusters are recordings by professionals in response to a case study. A pod is where the professionals are from different organisations for strategic networking and a cluster is where the professionals are from the same organisation for cross-selling and breaking down of silos.

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  • Bob Morrison's Intro (Middle East to the UK planning)
    19/06/2026

    Bob Morrison's Intro (Middle East to the UK planning)

    Bob Morrison introduces Sec-Tech and a team of specialist advisors who will outline a coordinated plan to help Saeed and Sally relocate from the Middle East to the UK. The plan will cover immigration, luxury property acquisition, legal structuring, education, wealth preparation for their children, and personal security.

  • Kate's Pod (Cross-Border Planning for a Franco-Russian Couple)
    02/03/2026

    Kate's Pod (Cross-Border Planning for a Franco-Russian Couple)

    Kate presents a fictitious case study for a Franco-Russian couple in Mayfair considering buying a home in the south of France, possibly becoming Swiss tax residents, and deciding whether to keep or sell their UK property while avoiding unintended tax consequences and managing cross-border banking.

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