by SJB Global | Aug 26, 2025 | Webinars & Videos
Webinar Replay: Buying Property & Living in France Dreaming of owning a home in France or making the move? Watch this webinar replay for expert advice on every step of the process—from financing your dream property to understanding visas, taxes, and more. Hosted...
by SJB Global | Aug 26, 2025 | George Symes, Pensions, Retirement, Tax
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
by SJB Global | Aug 25, 2025 | Estate Planning, Financial Planning, Jake Barber, Tax
As a U.S. citizen, you are required to pay estate taxes on your worldwide assets, regardless of where you reside. This means that both your U.S.-based and foreign assets fall under U.S. estate tax rules. The positive news, however, is that the estate tax exemption...
by SJB Global | Aug 22, 2025 | Jake Barber, Tax, US Expats, Wealth Management
As an American expat, managing your taxes while living abroad can be complicated, especially when it comes to investment income. But there’s one strategy that can help you reduce your U.S. tax bill: Tax Loss Harvesting. This powerful tax strategy can help you...
by SJB Global | Aug 21, 2025 | Advice, George Symes, Pension Transfers, Pensions, Retirement, Tax
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
