by SJB Global | Sep 3, 2025 | Advice, Cross-Border Tax, George Symes, Pensions, Retirement
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it is vital to know what is happening, what to expect, and how to protect...
by SJB Global | Aug 29, 2025 | Podcasts
Welcome to Day 5 — the final part of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Jake Barber closes the series with a critical topic: estate planning for UK expats. Wills, inheritance tax, and cross-border rules can be very different once you leave the...
by SJB Global | Aug 28, 2025 | Podcasts
Welcome to Day 4 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Today, Jake Barber tackles a big one: UK pensions.Too many expats forget to review or properly structure their pensions before moving abroad, and it can cost them dearly. Jake explains...
by SJB Global | Aug 27, 2025 | Podcasts
It’s Day 3 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series with Jake Barber. Today’s focus: not having a financial plan.Moving abroad isn’t just about logistics — it’s about ensuring your money works for you in the long term. Jake explains why creating a...
by SJB Global | Aug 26, 2025 | Podcasts
Day 2 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series.Today, Jake Barber highlights one of the most important — and confusing — areas of expat life: tax residency. Not knowing where you’re tax resident can lead to double taxation, penalties, and...
