by SJB Global | May 5, 2025 | Europe, Expat Financial Planning, George Symes, Investments, Pensions, Retirement Planning, UK
An International SIPP (Self-Invested Personal Pension) is a UK-registered pension arrangement tailored for British nationals living overseas. It allows expats to retain control over their UK pension investments while benefiting from the regulatory protections of the...
by SJB Global | Oct 25, 2024 | Brexit, Europe, Expat Financial Planning, Jake Barber
Brexit has had a significant impact on British expats, particularly in terms of financial planning. The changes have influenced everything from pension access to currency stability, affecting how expats manage their finances abroad. Here’s a breakdown of the key...
by SJB Global | Aug 19, 2024 | Europe, Markets & Economy, Regulations, SJB Global
What It Means for Stock Markets and the Economy Europe has taken a bold step by reducing its main lending rate from a peak of 4% to 3.75%. This is the first time the European Central Bank (ECB) has cut rates ahead of the Federal Reserve. While this decision has given...
by SJB Global | Jun 8, 2024 | Alex Gover, Europe, Expat Financial Planning
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 | May 24, 2024 | Alex Gover, Europe, Expat Financial Planning, Guides, Investments, North America, Retirement Planning, 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 22, 2024 | Alex Gover, Brexit, Europe, Expat Financial Planning, Guides, Middle East, North America, Pensions, Tax Planning, UK
Expatriates often contemplate whether transferring their UK pensions is the right choice. In this article, we’ll delve into these questions and explore the considerations surrounding the decision. I will also point out some of the key differences between a SIPP...