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...
by SJB Global | Jun 11, 2024 | Advice, Brexit, Pension Transfers, Pensions, UK
Ah, Brexit. The gift that keeps on giving, like a fruitcake that’s been passed around the family for years, or that email chain letter your aunt keeps forwarding. Just when you think you’ve got a handle on it, Brexit throws another curveball. This time,...
by SJB Global | Jun 8, 2024 | Advice, Alex Gover, Europe
Paying off a mortgage in the Netherlands is a significant financial milestone, but it can also have implications for your Box 3 tax, which taxes your savings and investments. Here’s an exploration of how this can occur and what to consider, including scenarios...
by SJB Global | Jun 8, 2024 | Advice, Guides, Jake Barber, Pensions, UK
In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
by SJB Global | Jun 5, 2024 | Advice, Jake Barber, Pension Transfers, Pensions, Regulations
This QROPS Pension Transfer Guide for 2024 is crafted for British expats considering transferring their pensions overseas or those already enrolled in a QROPS exploring their alternatives. We aim to demystify the complexities associated with Qualifying Recognised...
