by SJB Global | Jun 19, 2024 | Advice, Financial Planning, SJB Global, SJB Service
Asking the Right Questions Financial planning during tumultuous times is always challenging; however, it is the perfect moment to review one’s personal financial health. The instability of the current economy adds to the complexity of managing personal finances. You...
by SJB Global | Jun 18, 2024 | Advice, Estate Planning, Jake Barber, UK
When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The complexities of international law mean that the validity of an English...
by SJB Global | Jun 14, 2024 | Advice, Financial Planning, Pensions, UK
Imagine a world where your retirement savings can be invested in anything from beachfront property in Bali to a collection of fine wines, all while being protected from the taxman’s reach. Welcome to the realm of Qualifying Non-UK Pension Schemes, or QNUPS,...
by SJB Global | Jun 13, 2024 | Advice, Pensions, Tax
So, you’re thinking of retiring somewhere sunny, where the tea isn’t the national beverage, and you’re wondering about your UK pension? Specifically, the lovely chunk known as the Pension Commencement Lump Sum (PCLS)? Before you pack up your...
by SJB Global | Jun 13, 2024 | Advice, Estate Planning, Financial Planning, SJB Global, Tax
A Shift from Domicile to Residency Status Explained There have been significant proposed changes to the UK’s tax regime concerning non-domiciled individuals and how it impacts inheritance tax (IHT). Here’s an overview based on the latest updates from the...
by SJB Global | Jun 11, 2024 | Advice, Estate Planning, Jake Barber, Pensions, Regulations, UK
Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The tax implications can vary significantly depending on the type of...
