by SJB Global | Mar 8, 2023 | Estate Planning, Tax
As an expat living abroad, you face unique challenges when it comes to planning. One of the most critical aspects of this process is financial succession planning, which involves identifying and addressing financial risks and opportunities that can arise in the event of your death or incapacity.
by SJB Global | Mar 7, 2023 | US Expats
For Americans living abroad, the process of investing can seem like a headache. Between figuring out which US-based companies to invest in and managing currency conversions, it’s enough to make anyone’s head spin.
by SJB Global | Mar 2, 2023 | Guides, Pension Transfers, Pensions
In this guide, you’ll learn everything you need to know about QROPS and how it can benefit you as an expat.
by SJB Global | Feb 25, 2023 | Europe, Pensions, Regulations, SJB Global, Spain, Tax
This may seem like a peculiar topic for an article, but tax systems the world over can be peculiar, and Spain is no exception. In this article, we will review the types of foreign ‘retirement pensions’ and explain how they are taxed in Spain.
by SJB Global | Feb 21, 2023 | Investments, North America, Pension Transfers, Pensions
A personal pension is a great way to save for retirement. There are many benefits, including tax advantages, flexibility, and the ability to name a beneficiary. If you are considering transferring to a personal pension, here are some things you should know.