Expatriate Life

Relocation Checklist

At Holborn we're used to helping clients plan for relocation. As soon as you know you are returning to the UK or moving to another overseas location you should contact your Holborn Assets adviser. In the meantime here is a relocation planner for you to keep and use to help you remember what needs doing and when.

2 Months Before – Store important records in fire-safe box
(Check if any documents will need to be attested before moving)

  • School records / qualifications
  • Home purchase / sale papers
  • Wills / marriage / divorce papers
  • Financial records / stock certificates / pension documents / investments
  • Birth certificates / social security cards / passports / visas
  • Driving licenses / local and international
  • Medical records / dental / optician / any hospital treatment / insurance / prescription / immunisation
  • Travel documents

2 months before – Healthcare Planning

  • Register with a local Medical practice in the UK
  • Take your medical records back with you
  • Register with a Dental practice in the UK (It is unlikely that you will be able to register as a NHS patient)
  • Take any dental reports
  • Opticians
  • Take any vision reports
  • Medical Insurance Company

2 Months Before – Financial Planning

  • Advise your Financial planner and ask them to advise you on:
    • Investments for tax efficiency
    • Arrival for tax purposes
    • Maintaining offshore accounts and the tax consequences
    • New UK Capital Gains Tax rules or UK equivalent
    • Receipt of overseas emoluments after you return and whether or not they will be taxable in the UK or UK equivalent
    • Advising Inland Revenue or UK equivalent

2 Months Before – Check out your company Relo package

  • Determine what expenses will be paid by your company
  • Determine what expenses you will have to cover yourself
  • Start a log of moving expense receipts (some may be deductible)

2 Months Before – Get a written moving estimate

Get estimates from two or more movers

  • Including written commitment of pickup and delivery dates
  • Get and check references
  • Check the limits of the insurance offered
  • See if the insurance offered covers replacement cost
  • Purchase additional insurance, if necessary

1 mMonth Before – Give cancellation notices

  • Give day care centre proper notice of withdrawal
  • Give notice to clubs, organizations, volunteer activities
  • Ask how you can end, sell or transfer your memberships
  • Cancel newspaper subscriptions and regular deliveries

1 Month Before – Hire a storage facility (if needed)

  • Check the limits of the insurance offered
  • See if the insurance offered covers replacement cost
  • Purchase additional insurance, if necessary

1 Month Before – Instruct your bank

  • Arrange transfer of your accounts
  • Order cheques with new address
  • lean out your safety deposit box

1 Month Before – Make travel arrangements

  • Hotels / temporary housing
  • Rental cars / plane tickets
  • Transport service for pets and automobiles, if needed

1 Month Before – Submit a change of address

  • Turn in forms at the post office
  • Mail post cards to friends and creditors

1 Month Before – Transfer important records

  • Contact schools and arrange for transfer of student records
  • Contact doctors for medical records and referrals to new physicians
  • Change your insurance policies on property, auto, and medical

2 Weeks Before – Clean out

  • Take a ruthless walk-through to determine what you want to take
  • Tag the rest of it and hold a garage sale / post on Dubbizzle
  • Or call a charity for pick-up

2 Weeks Before – Get your stuff in order

  • Clean out club, gym, and school lockers
  • Pick up all dry cleaning
  • Retrieve and return all borrowed items from friends and neighbours
  • Return library books

2 Weeks Before – Prepare to leave your home

  • Arrange for the disconnection or changeover of utilities - these can take up to 5 days to close out after moving date in Dubai
  • Begin packing less-used items
  • Clean out the cupboards
  • Plan remaining meals so you can pack what you don't need
  • Don't buy any more perishables than you have to

7 Days Before – Confirm moving arrangements

  • Dates / agreements with moving and storage companies
  • Agreements with auto and pet transportation companies
  • Hotel and temporary housing accommodations
  • Rental car and other transportation arrangements
  • Don't buy any more perishables than you have to

7 Days Before – Let people know how to reach you

  • Inform friends and relatives of your forwarding address
  • If you'll be without phone service, get a temporary voice mail box

7 Days Before – Make survival box for move

  • Paper / pens
  • Address book / stamps / envelopes
  • Cellophane and heavy-duty tape / scissors
  • Tape measure
  • Paper cups, plates, and towels / plastic utensils / ziploc bags
  • Facial and toilet tissue / soap / moist towels
  • Instant coffee or tea / bottled drinks / snacks / can opener
  • Aspirin / band-aids
  • Travel alarm
  • Flashlight / small tool kit
  • Trash bags
  • Children's games
  • Spare car keys
  • Phone books for the city you are leaving and your destination

7 Days Before – Prepare belongings for packing

  • Make an inventory list of all items going with you personally
  • Keep valuable / irreplaceable items (jewelry, heirlooms) with you
  • Clean out and defrost the deep freezer
  • Disassemble furniture or other items
  • Check yard and shed for all items that need packed
  • Set aside box of cleaning supplies and the vacuum cleaner

7 Days Before – Think about decorating your new home

  • Take pictures of furniture / get fabric samples and paint chips
  • Create a "decorating reference file"
  • Have measurements taken of the rooms in your new residence
  • Use floor plans to determine where everything will go

Just Before Moving – Cease using the refrigerator

  • Remove all perishable food
  • Store anything you still need in a cooler
  • Clean and defrost the refrigerator and freezer

Just Before Moving – Finish packing

  • Complete packing of all household goods for the move
  • Make sure all boxes are clearly marked

Just Before Moving – Resolve financial matters

  • Conclude any arrangements relating to lease or sale of your home
  • Reconcile and close or transfer bank accounts
  • Ensure all financial documents are signed and filed

Moving Day – Confirm moving arrangements

  • Confirm delivery address, directions, and delivery date with movers
  • Make sure boxes are clearly marked
  • Make sure your instructions are understood

Moving Day – Vacate your home

  • Make sure all windows and doors are closed and locked
  • Make sure all appliances are turned off
  • Leave forwarding address, keys, and garage door opener

When You Arrive – On Arrival: Relax and settle in

  • Check to make sure all utilities are on and working properly
  • Let family members or friends know that you have arrived safely
  • Check in with employer and real estate agent to confirm itineraries
  • Now relax, order dinner out, and take a hot bath...you deserve it!

The First Few Weeks

  • Your shipped items: Check on arrival date and that all import instructions are in place
  • Settle into your home and check out the surrounding area

Shipment Arrival – Get Unpacked

  • Supervise moving crew on location of furniture and boxes
  • Begin unpacking necessary basics first (utensils, toiletries, etc.)
  • Give the kids a job to do – let them start on their rooms
  • Set kitchen and bedrooms up first, to make you feel at home

Shipment Arrival – Pay and settle with the movers

  • Go over "Inventory" with the moving company before signing
  • Check for damaged and missing items and make a note of them