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
Our network manages £1.4bn of clients’ trusted money

Regressive Fee Based Model

We charge using a transparent regressive fee-based model. This ensures fair pricing for any investment size and peace of mind in knowing how much the financial advice is costing you. The structure is designed to be cost effective and to align the interests of the client and the adviser. Furthermore, we use a family-based fee-model which means if you have other funds to invest with us or refer a family or friend at the point of transfer, it may become cheaper for you overall.

Passive Core-Satellite Investment Approach

Our passive core-satellite approach combines the benefits of lower cost, broader diversification and lower volatility with other sector specific investments offering the potential for outperformance. Core-satellite brings greater discipline and stability to an investment portfolio by reducing overall fund management and transaction fees and reducing the reliance on ´picking winners´ or chasing fund manager returns.

SJB Academy

Our staff are trained internally through a 2-year SJB Academy programme. The course instills ethics and values, and incorporates qualifications, skillset and knowledge to provide the highest possible success rate of our advisers. In turn this provides our trusted clients with the highest possible standards.

Our Key Services

Our Latest News

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

Understanding the Lifetime Allowance

Most retirees are aware of the Lifetime Allowance – a limit on the total amount of money that can be saved in pension schemes before incurring a tax charge. However, many people are unsure of how it works or what they need to do to stay below the allowable limit. In this article, we will provide an overview of the Lifetime Allowance and explain how you can protect yourself from exceeding it.

Protecting Parents

As a stay-at-home parent, you are the unsung hero of your family. You juggle endless responsibilities while managing to keep your house in order and your children happy. But what happens when something tragic happens and you can no longer provide for your family? Protecting yourself and your loved ones is essential.

Tips To Make Money Smart Kids

The secret to long-term success lies in teaching children. As parents, we want to do everything in our power to set our children up for success in life. One important way to do that is by teaching them how to handle money wisely. Here are tips to help you get started.

The Impact of Inflation on Your Money

Many people may be asking themselves right now: How can I protect my money from inflation? As the cost of living continues to rise, this becomes a significant concern for those with savings and investments as they see their hard-earned cash becoming worth less over time.

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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