by SJB Global | Feb 25, 2023 | Europe, Pensions, Regulations, SJB Global, Spain, Tax Planning
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.
by SJB Global | Feb 9, 2023 | Investments, Regulations, UK
UK domiciled funds, also known as UK dom funds, are investment funds that are incorporated and regulated in the United Kingdom. These funds are typically managed by investment companies and offer a wide range of investment options, such as equities, bonds, and real estate.
by SJB Global | Jan 25, 2023 | Investments, Markets & Economy
What are megatrends? Put simply, megatrends are large-scale changes that have a profound impact on business and society. Financial landscapes are constantly being redrawn by megatrends, which is why it’s so important to be aware of them.
by SJB Global | Jan 23, 2023 | Pension Transfers, Pensions, Regulations
Delays in the pension transfer process are leaving financial advisers with frustrated clients. While the Pension Transfer Protocol was introduced to improve customer experience and ensure that all transfers are carried out in a timely manner, some advisers are still experiencing long wait times. Here, we explore some of the reasons behind these delays and discuss the process.