by SJB Global | Jun 8, 2024 | Alex Gover, Europe, Expat Financial Planning
Paying off a mortgage in the Netherlands is a significant financial milestone, but it can also have implications for your Box 3 tax, which taxes your savings and investments. Here’s an exploration of how this can occur and what to consider, including scenarios...
by SJB Global | Jun 8, 2024 | Expat Financial Planning, Guides, Jake Barber, Pensions, UK
In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
by SJB Global | Jun 5, 2024 | Expat Financial Planning, Jake Barber, Pension Transfers, Pensions, Regulations
This QROPS Pension Transfer Guide for 2024 is crafted for British expats considering transferring their pensions overseas or those already enrolled in a QROPS exploring their alternatives. We aim to demystify the complexities associated with Qualifying Recognised...
by SJB Global | Jun 4, 2024 | Expat Financial Planning, Investments
Imagine having a financial superhero at your disposal—one that offers you tax efficiency, global investment opportunities, and asset protection, all wrapped in a cloak of confidentiality. Enter the world of offshore bonds, the Clark Kent of investment vehicles. They...
by SJB Global | Jun 4, 2024 | Ben Eccles, Expat Financial Planning, Tax Planning
To take more tax-free lump sum from a UK pension by having fixed protection in place, you need to understand the intricacies of pension protection schemes and how they interact with the tax-free lump sum rules. Here’s a step-by-step guide: 1. Understand Fixed...
