We are the leaders in fee-based and transparent financial planning to expatriates worldwide. Need help with retirement planning, pensions, tax-efficient investments, savings plans or insurance? The Europe winner for BEST ADVISER FIRM ESTABLISHED UNDER THREE YEARS SJB Global is rated Excellent on Trustpilot Find Out More

Your Country-Specific Taxation and Pension Guide

Local legislation can make it tricky to know what to do with your pensions, investments, and inheritance – particularly if you’re a UK non-resident.

Click your residency below for plenty of up-to-date information about your local tax legislation and how it affects you and your finances.

Please note, we have expertise in dealing with clients’ financial affairs across the globe and not just limited to the below jurisdictions.

Local legislation can make it tricky to know what to do with your pensions, investments, and inheritance – particularly if you’re a UK non-resident.

Click your residency below for plenty of up-to-date information about your local tax legislation and how it affects you and your finances.

Please note, we have expertise in dealing with clients’ financial affairs across the globe and not just limited to the below jurisdictions.

One of the Market Leaders in Finance

SJB Global is proud to have a 99.64% client retention rate, providing financial planning to clients in over 100 countries worldwide. Our qualified, experienced advisers will help you outline a clear financial plan based on your own needs and circumstances. We can help in all aspects of your finances such as retirement planning, pensions, tax-efficient investments, savings plans, insurance policies and much more.

100

Countries
Our clients are located across over 100 countries

99.64%

Client Retention Rate
We pride ourselves on maintaining an extremely high client retention rate

1.4

Billion GBP
We manage £1.4bn of our clients’ trusted money within the IFA network

Qualifications

Every adviser working for SJB Global is UK-qualified to give advice. These experienced advisers bring broad knowledge sets and adhere to robust ethical practices to help you outline a clear financial plan based on your own needs and circumstances. We are a young, experienced, passionate team that strives to create a better world by trading ethically and putting clients first.

Independence

Our transparent fee model means we don’t receive commissions from investment funds or hidden commissions from product providers. We use a family-based tiered fee model which means if you invest other funds with us or refer a family or friend at the point of transfer, it may become cheaper for you overall. This approach ensures we provide fantastic service year-on-year.

Worldwide

SJB Global is a young, innovative and dynamic independent financial advice provider with a truly global outlook. Due to our expertise in multiple jurisdictions worldwide, you are safe in the knowledge that wherever you go in the world, we will be able to tailor your own plan to your own situation.

Our Key Services

Our Latest News

Read more from our blog and keep up to date on the latest market trends.

Applying for an NT Tax Code

An NT (no tax) code is granted to individuals who receive UK-sourced income and reside in a country that has a double taxation agreement with the UK. Within a UK pension, including a SIPP, your gross pension is subject to PAYE income tax unless you personally apply to HM Revenue & Customs (HMRC) for exemption on the grounds that you are non‐resident.

Should I invest into an Assurance Vie or a Platform if I am a French resident?

Why choose an Assurance Vie? If you have been a French resident for a few years, then you probably have come across the term ‘Assurance Vie’. Over 22m residents of France choose to invest into Assurance Vies due to the benefits they offer. Please see a list of the main benefits below:

Terence’s 30-Day Interview

As SJB’s newest member, Terence has now been at SJB for a full month. We had a brief session with him to learn more about his experience: the highs, the challenges and the surprises. We hope you enjoy hearing what it’s like to work with us.

How will the Lifetime allowance affect my UK pension if I live overseas?

Pension simplification came into effect from 6th April 2006, one of the policies introduced was the lifetime allowance for all UK pensions. The lifetime allowance is the limit on the amount of pension benefits that can be taken without incurring a tax charge.

Request your FREE call TODAY to find out how you can benefit from our services

What does a call include?

  • Explain our service and what makes us different
  • See what areas we cover in your jurisdiction
  • Discuss your financial objectives
  • Provide a thorough review and recommendation
We do all of this for free with no obligation and include a full fee breakdown, covering all fees for if you decide to proceed. These fees only apply if you decide to take our advice after this point, which depends on the level of service and type of financial advice you require.

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