by SJB Global | May 31, 2024 | Ben Eccles, Estate Planning, Expat Financial Planning, Life & Protection Insurance, Regulations
Tax situation Not all clients will necessarily have a problem with IHT. In recent years, this has become more common due to the growth in stock market values and property prices, combined with a £325,000 threshold which has not increased since April 2009, albeit the...
by SJB Global | May 30, 2024 | Expat Financial Planning, Investments, UK
Thinking about your pension might conjure images of a cosy retirement, but have you ever wondered what your pension is up to right now? While you’re dreaming of future holidays and leisurely mornings, your pension is busy playing the stock market, dabbling in bonds,...
by SJB Global | May 24, 2024 | Alex Gover, Europe, Expat Financial Planning, Guides, Investments, North America, Retirement Planning, US Expats
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
by SJB Global | May 24, 2024 | Daniel Lattimer, Expat Financial Planning, North America, Pensions, Retirement Planning, US Expats
Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but understanding the...
by SJB Global | May 23, 2024 | Expat Financial Planning, SJB Global
Estate planning isn’t just about drafting a will or setting up trusts; it’s an art that involves strategic planning and foresight, more so when one needs to handle potential inheritance tax (IHT) liabilities. One of the most effective tools at your...
