by SJB Global | Oct 31, 2022 | ESG, SJB Service
With the increasing awareness of social and environmental issues, more and more people are interested in investing their money in companies that align with their values. But how do you know if your financial adviser is considering your ethical concerns? Here are a few...
by SJB Global | Oct 27, 2022 | Pensions, Retirement Planning
Investors looking for a safe and reliable way to grow their money may want to consider investing in an annuity. Thanks to the economic conditions, rates have skyrocketed and Annuity popularity is on an upswing. Annuity rates have been rising steadily for the past nine...
by SJB Global | Oct 19, 2022 | Pensions
If you’ve been contributing to a pension for a while, you may have accumulated several different pots with different providers. Many reach retirement age with multiple retirement pots due to starting a new pension every time they start a new job. This can be a...
by SJB Global | Oct 17, 2022 | Pension Transfers, Pensions, Retirement Planning, Tax Planning, UK
There has been a lot of change in the UK recently, with a new prime minister taking over. This article looks at how these events could impact taxes and pensions for investors. It is important to stay up-to-date on developments so that you can make informed decisions...
by SJB Global | Oct 5, 2022 | Tax Planning
Did you know that the Andalusian government made changes to the inheritance tax allowance in January? If you have assets in this region of Spain, it’s worth taking a closer look at the new allowances to see how they could impact you. Keep reading to find out more!...