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Inheritance Tax for Expats Who Still Own UK Property

Inheritance Tax for Expats Who Still Own UK Property

by SJB Global | Jul 8, 2026 | Estate Planning, George Symes, Tax Planning, UK

Many British expatriates assume that once they leave the United Kingdom, their exposure to UK inheritance tax falls away. In reality, retaining UK property often keeps a significant portion of wealth firmly within the UK tax net. Even long term non residents can face...
Why Most People Don’t Understand Inheritance Tax in the UK

Why Most People Don’t Understand Inheritance Tax in the UK

by SJB Global | Feb 16, 2026 | Ben Eccles, Estate Planning, Inheritance Tax, Tax Planning, UK, Wealth Management

There is no single official statistic that precisely measures how many people in the UK do not understand Inheritance Tax (IHT). However, multiple surveys and research reports provide strong indications that public understanding is low. Key Findings from Surveys...
Getting Married Abroad as an Expat: Financial and Legal Planning Essentials

Getting Married Abroad as an Expat: Financial and Legal Planning Essentials

by SJB Global | Dec 10, 2025 | Estate Planning, Expat Financial Planning, Inheritance Tax, SJB Global, Tax Planning

For many expats, getting married abroad feels natural. You might be living in a new country, blending cultures, or hosting a ceremony in a place that means something to both of you. But while the celebration may be simple, the cross-border rules behind marriage are...
Taxes and Legal Considerations for American Retirees Abroad

Taxes and Legal Considerations for American Retirees Abroad

by SJB Global | Oct 17, 2025 | Cross-Border Tax, Estate Planning, Expat Financial Planning, Jake Barber, US Expats

Retiring abroad offers freedom and adventure, but it also introduces complex tax and legal considerations for American retirees. The U.S. is one of the few countries that taxes its citizens on worldwide income, meaning even living overseas doesn’t automatically exempt...
The Ultimate Guide for American Retirees Living Abroad

The Ultimate Guide for American Retirees Living Abroad

by SJB Global | Oct 16, 2025 | Estate Planning, Expat Financial Planning, Guides, Jake Barber, US Expats

Retirement is one of life’s most exciting chapters—but for many Americans, it also brings tough questions. Could living abroad be right for you? What about your healthcare, finances, and legal obligations? Increasingly, American retirees are exploring life overseas....
UK Pension Inheritance Tax for Expats: What to Know in 2025

UK Pension Inheritance Tax for Expats: What to Know in 2025

by SJB Global | Oct 9, 2025 | Cross-Border Tax, Estate Planning, Expat Financial Planning, George Symes, Pensions

Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
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