by SJB Global | Aug 26, 2025 | Webinars & Videos
Jake breaks down the key principles of international investment planning, covering everything from risk assessment to asset allocation strategies. The Importance of Tax Neutrality When Investing Are you an expat or planning to move abroad? Managing your investments...
by SJB Global | Aug 26, 2025 | Webinars & Videos
Jake breaks down the key principles of international investment planning, covering everything from risk assessment to asset allocation strategies. Here’s what you’ll learn: (00:05) Risk and Asset Allocation: Understanding your risk tolerance is crucial....
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 Planning, Tax Planning
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, Expat Financial Planning, Jake Barber, Tax Planning
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...
