by SJB Global | Jun 4, 2024 | Advice, Investments
Imagine having a financial superhero at your disposal—one that offers you tax efficiency, global investment opportunities, and asset protection, all wrapped in a cloak of confidentiality. Enter the world of offshore bonds, the Clark Kent of investment vehicles. They...
by SJB Global | Jun 4, 2024 | Advice, Ben Eccles, Tax
To take more tax-free lump sum from a UK pension by having fixed protection in place, you need to understand the intricacies of pension protection schemes and how they interact with the tax-free lump sum rules. Here’s a step-by-step guide: 1. Understand Fixed...
by SJB Global | May 31, 2024 | Advice, Ben Eccles, Estate Planning, Protection, Regulations
Tax situation Not all clients will necessarily have a problem with IHT. In recent years, this has become more common due to the growth in stock market values and property prices, combined with a £325,000 threshold which has not increased since April 2009, albeit the...
by SJB Global | May 30, 2024 | Advice, Investments, UK
Thinking about your pension might conjure images of a cosy retirement, but have you ever wondered what your pension is up to right now? While you’re dreaming of future holidays and leisurely mornings, your pension is busy playing the stock market, dabbling in bonds,...
by SJB Global | May 24, 2024 | Advice, Alex Gover, Europe, Financial Planning, Guides, Investments, North America, Retirement, US Expats
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
by SJB Global | May 24, 2024 | Advice, Daniel Lattimer, Financial Planning, North America, Pensions, Retirement, US Expats
Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but understanding the...
