The UK government’s latest pension reforms have stirred up a mix of excitement and concern. By loosening the rules on how pension funds can be invested, the plan is designed to unlock billions of pounds and direct that capital toward driving economic growth. Pension...
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...
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...
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...
In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
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