by SJB Global | Jun 21, 2024 | Advice, Jake Barber, Tax, UK
A Step-by-Step Guide Within a UK pension, including a SIPP, your gross pension is subject to PAYE income tax unless you personally apply to HM Revenue & Customs (HMRC) for exemption on the grounds that you are non‐resident. Should you wish to apply for an...
by SJB Global | Jun 21, 2024 | Advice, Financial Planning, Guides, Investments, Savings, SJB Global, SJB Service
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. Ensuring that your extra surplus income works harder for you is crucial....
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...
