In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property...
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Major Pension Reforms in the UK 2024 Budget: New Inheritance Tax Rules and Overseas Transfer Charges Explained
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that...
Autumn Budget 2024: The First Labour Budget in 14 Years
The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a...
Living Abroad Can Offer Unique Financial Advantages
Living abroad can offer unique financial advantages, including a potentially higher disposable income. However, without a strategic savings plan, this additional income can quickly dissipate....
Latest Adviser Posts
ISA Guidance for UK Expats: Managing Your ISA in 2025
If you are a UK expat, one of the key financial questions after moving abroad is whether you can still use your Stocks and Shares ISA. Knowing what happens to your ISA when your tax residency...
Making Sense of the Brite Advisors Distribution Plan for Expats
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it...
UK Pension Consolidation for Expats: Key Benefits, Risks & Advice
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem...
U.S. Estate Taxes for Expats (2025): What You Need to Know
As a U.S. citizen, you are required to pay estate taxes on your worldwide assets, regardless of where you reside. This means that both your U.S.-based and foreign assets fall under U.S. estate tax...








