by SJB Global | Mar 27, 2025 | Ben Eccles, Expat Financial Planning, Tax Planning, UK
If you’re wondering how to prove your UK residency for tax purposes, you’re not alone. As of April 6, 2025, the UK is moving away from the old domicile-based tax system and switching to a residency-based approach. This means that your tax obligations will...
by SJB Global | Mar 24, 2025 | Expat Financial Planning, Pensions, SJB Global
As the end of the tax year approaches, it’s time to think about pension contributions. For the 2024/25 tax year, the annual allowance, the maximum you can contribute to your pension without incurring a tax charge is £60,000. However, this limit isn’t the...
by SJB Global | Mar 14, 2025 | Expat Financial Planning, Investments, Life & Protection Insurance, SJB Global
Planning for retirement involves balancing the desire for growth with the need for security. Fixed index annuities (FIAs) offer a blend of both, providing potential market-linked gains while safeguarding your principal. What Is a Fixed Index Annuity? A fixed index...
by SJB Global | Mar 11, 2025 | Estate Planning, Expat Financial Planning, SJB Global, UK
If you’re a UK-domiciled expat, navigating estate planning can feel like trying to solve a Rubik’s Cube blindfolded. Living abroad doesn’t necessarily exempt you from the UK’s inheritance tax (IHT), which stands at a substantial 40%. Without...
by SJB Global | Mar 5, 2025 | Expat Financial Planning, Investments, Markets & Economy, Retirement Planning, SJB Global
Market ups and downs can be nerve-wracking, especially when retirement is on the horizon. Watching savings fluctuate might make you feel like you’re on a rollercoaster, but the good news is that there are ways to keep your retirement plan steady, even when...
