by SJB Global | Oct 2, 2025 | Podcasts
Leaving the US and moving abroad? One of the biggest financial questions expats face is: what happens to my US retirement accounts — like 401(k)s and IRAs — once I live overseas? In this week’s video, Jake Barber (Principal/Independent Financial Adviser with the SJB...
by SJB Global | Sep 25, 2025 | Podcasts
Are you a US citizen living abroad? If so, you’ll quickly discover there are strict investment restrictions for US persons overseas — and not knowing the rules can cost you. Whether you’re working overseas, retiring abroad, or planning your move, understanding these...
by SJB Global | Sep 11, 2025 | Podcasts
How is UK inheritance tax applied to your pension if you live overseas? 🇬🇧✈️ For many UK expats, pensions are a cornerstone of retirement planning — but what happens when inheritance tax (IHT) rules come into play? In this video, Jake Barber (Principal/Independent...
by SJB Global | Sep 10, 2025 | Expat Financial Planning, George Symes, Retirement, Tax
If you are a UK expat planning to retire abroad, making sense of pension income and tax obligations is essential. International SIPPs, or Self-Invested Personal Pensions tailored for non-residents, offer flexibility, investment control, and access from overseas....
by SJB Global | Sep 8, 2025 | Advice, George Symes, Guides, Pension Transfers, Pensions
If you are a UK expat, one of the key financial questions after moving abroad is whether you can still use your Stocks and Shares ISA. Knowing what happens to your ISA when your tax residency changes and understanding the best alternatives can help you manage your...
