by SJB Global | Dec 4, 2024 | SJB Global, SJB Service
Customer vulnerabilities are a significant focus under the Consumer Duty regulation, with the Financial Conduct Authority (FCA) emphasizing the need for improved outcomes for all customers, particularly those with vulnerabilities. Here are several strategies wealth...
by SJB Global | Dec 2, 2024 | Ben Eccles, Tax
When withdrawing from your Self-Invested Personal Pension (SIPP), the amount of tax withheld can vary significantly depending on the tax code applied by HMRC. This article explores the differences between the 1257L Week 1/Month 1 and 1257L Cumulative tax codes and...
by SJB Global | Nov 26, 2024 | Webinars & Videos
In this episode of The Financial Expat, we explain how UK pensions are taxed and accessed by expats. From defined benefit and contribution schemes to the state pension, we cover key rules, tax implications, and why professional advice is crucial for overseas...
by SJB Global | Nov 13, 2024 | Advice, Elections, Investments, North America, Regulations, SJB Global
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
by SJB Global | Nov 11, 2024 | Webinars & Videos
In this webinar, we break down and discuss key highlights from the 2024 UK budget and explain how the changes in taxation, public spending, and government policies could impact your investments, retirement plans, and overall financial strategy. What we cover:...
