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Getting Married Abroad as an Expat: Financial and Legal Planning Essentials

Getting Married Abroad as an Expat: Financial and Legal Planning Essentials

by SJB Global | Dec 10, 2025 | Estate Planning, Expat Financial Planning, Inheritance Tax, SJB Global, Tax Planning

For many expats, getting married abroad feels natural. You might be living in a new country, blending cultures, or hosting a ceremony in a place that means something to both of you. But while the celebration may be simple, the cross-border rules behind marriage are...
How to Pass a UK Pension to a Non-UK Resident Beneficiary

How to Pass a UK Pension to a Non-UK Resident Beneficiary

by SJB Global | Nov 26, 2025 | Inheritance Tax, Pensions, Randal Stephens, Retirement Planning, UK

Inheriting a UK Pension While Living Abroad: What Non-UK Residents Need to Know If you or your beneficiaries live outside the United Kingdom, inheriting a UK pension can be a complex process. Many British expats and overseas beneficiaries find that their options are...
Healthcare Options for U.S. Retirees Living Overseas — Healthcare for U.S. Expats

Healthcare Options for U.S. Retirees Living Overseas — Healthcare for U.S. Expats

by SJB Global | Oct 22, 2025 | Expat Financial Planning, Global Financial Topics, Guides, Healthcare & Insurance, Jake Barber

Healthcare is one of the most important considerations for American retirees planning to live abroad. Unlike in the United States, where Medicare and employer-provided insurance can cover much of your medical expenses, living overseas introduces unique challenges....
UK Expats: What a Cut to Tax-Free Pension Lump Sums Could Mean

UK Expats: What a Cut to Tax-Free Pension Lump Sums Could Mean

by SJB Global | Oct 21, 2025 | Expat Financial Planning, Justin Gauden, Pensions, UK

UK Chancellor Eyes Cut to Tax-Free Pension Lump Sums—What Expats Need to Know Reports suggest UK Chancellor Rachel Reeves is considering cutting back the tax-free element of pension lump sums in a bid to raise an additional £2bn annually. Currently, retirees can...
Taxes and Legal Considerations for American Retirees Abroad

Taxes and Legal Considerations for American Retirees Abroad

by SJB Global | Oct 17, 2025 | Cross-Border Tax, Estate Planning, Expat Financial Planning, Jake Barber, US Expats

Retiring abroad offers freedom and adventure, but it also introduces complex tax and legal considerations for American retirees. The U.S. is one of the few countries that taxes its citizens on worldwide income, meaning even living overseas doesn’t automatically exempt...
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The financial advisers trading under SJB are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) under licence number 3647.

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