by SJB Global | Oct 3, 2025 | Financial Planning, Retirement, SJB Global, Tax, US Expats
For many Americans, the dream of retiring abroad offers the promise of lower living costs, new cultural experiences, and a slower pace of life. Yet alongside the excitement, U.S. citizens planning their retirement overseas must pay close attention to the changing...
by SJB Global | Oct 2, 2025 | Webinars & Videos
Leaving the US and moving abroad? One of the biggest financial questions expats face is: what happens to my US retirement accounts — like 401(k)s and IRAs — once I live overseas? In this week’s video, Jake Barber (Principal/Independent Financial Adviser with the SJB...
by SJB Global | Sep 25, 2025 | Webinars & Videos
Are you a US citizen living abroad? If so, you’ll quickly discover there are strict investment restrictions for US persons overseas — and not knowing the rules can cost you. Whether you’re working overseas, retiring abroad, or planning your move, understanding these...
by SJB Global | Sep 11, 2025 | Webinars & Videos
How is UK inheritance tax applied to your pension if you live overseas? 🇬🇧✈️ For many UK expats, pensions are a cornerstone of retirement planning — but what happens when inheritance tax (IHT) rules come into play? In this video, Jake Barber (Principal/Independent...
by SJB Global | Sep 10, 2025 | Expat Financial Planning, George Symes, Retirement, Tax
If you are a UK expat planning to retire abroad, making sense of pension income and tax obligations is essential. International SIPPs, or Self-Invested Personal Pensions tailored for non-residents, offer flexibility, investment control, and access from overseas....
