by SJB Global | Oct 7, 2025 | Expat Financial Planning, George Symes, Investments, Pension Transfers, Pensions
Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer genuine value, broad investment access, and expat-focused servicing can...
by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement, UK
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
by SJB Global | Oct 3, 2025 | Financial Planning, Retirement, SJB Global, Tax, US Expats
For many Americans, the dream of retiring abroad offers the promise of lower living costs, new cultural experiences, and a slower pace of life. Yet alongside the excitement, U.S. citizens planning their retirement overseas must pay close attention to the changing...
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...
