After years of analysing global markets and advising expats, I’ve seen one clear pattern: Many DIY investors don’t fail because they lack intelligence… they fail because they’re doing it alone. Managing pensions, taxes, and investments across borders is complex. And...
Moving across the Atlantic feels like a fresh start, but your finances don’t reset when you land. In fact, managing money as a U.S. expat gets more complex, not less. Before you move, or if you’ve already made the jump, here’s what to watch closely. U.S. Accounts Get...
Starting in April 2027, pension holders in the UK could face a significant shock when it comes to inheritance tax (IHT). Changes in the 2024 UK Budget mean unused pension savings will fall under the IHT regime, potentially exposing beneficiaries to sky-high tax bills....
As a UK expat, managing your pension can be complex. Whether you’re considering transferring your UK pension to your new country of residence or leaving it in the UK, it’s crucial to understand your options. This guide outlines the key considerations and...
If you’ve gathered a few pension pots from different jobs, chances are you’re wondering how to bring them together, or whether it even makes sense. You’re not alone. That’s one of the most common questions we hear at SJB Global. How Do You Transfer a Pension?...
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