+34 951 127 210 Monday – Friday 9 AM – 5 PM CET
SJB Global
  • About
    • About Us
    • Meet the Team
    • Career Opportunities
    • Transparent Fees
    • Become an SJB Global Partner
    • USA Site
  • UK Expat Services
    • Retirement Planning
    • UK Pension Advice
    • UK Exit Planning
    • International Tax Restructuring
    • Cross-Border Investment Management
    • Financial Planning
  • US Expat Services
    • Retirement Planning
    • US Retirement Accounts for Non-US Residents
    • US Exit Planning
    • Tax Planning
    • Cross-Border Investment Management
  • Guides
  • Living Abroad
  • Webinars
  • Insights
  • Talk to Us

Search SJB Global

Is Your English Will Valid Abroad? Navigating International Estate Planning Challenges

Is Your English Will Valid Abroad? Navigating International Estate Planning Challenges

by SJB Global | Jun 18, 2024 | Estate Planning, Expat Financial 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...
What is a QNUPS? Benefits, Drawbacks, and Suitability Explained

What is a QNUPS? Benefits, Drawbacks, and Suitability Explained

by SJB Global | Jun 14, 2024 | Expat 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,...
How is the PCLS from My UK Pension Taxed Overseas?

How is the PCLS from My UK Pension Taxed Overseas?

by SJB Global | Jun 13, 2024 | Expat Financial Planning, Pensions, Tax Planning

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...
Proposed UK Inheritance Tax Changes 2024

Proposed UK Inheritance Tax Changes 2024

by SJB Global | Jun 13, 2024 | Estate Planning, Expat Financial Planning, SJB Global, Tax Planning

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...
How Your UK Pension Is Taxed on Death While Living Abroad: Essential Insights for Expats

How Your UK Pension Is Taxed on Death While Living Abroad: Essential Insights for Expats

by SJB Global | Jun 11, 2024 | Estate Planning, Expat Financial 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...
How Brexit Impacted UK Pension Transfers

How Brexit Impacted UK Pension Transfers

by SJB Global | Jun 11, 2024 | Brexit, Expat Financial Planning, 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,...
« Older Entries
Next Entries »

Categories

  • Alex Gover (5)
  • Australia (1)
  • Awards (1)
  • Ben Eccles (9)
  • Brexit (10)
  • Budget (1)
  • Cross-Border Tax (4)
  • Cybersecurity (1)
  • Daniel Lattimer (3)
  • Dion Angove (3)
  • Elections (1)
  • ESG (2)
  • Estate Planning (23)
  • Europe (24)
  • Expat Financial Planning (141)
  • Expat Property Story (1)
  • Financial Crime (2)
  • France (1)
  • George Symes (31)
  • Global Financial Topics (2)
  • Guides (15)
  • Healthcare & Insurance (3)
  • Inheritance Tax (3)
  • Investments (66)
  • Jake Barber (23)
  • Justin Gauden (2)
  • Life & Protection Insurance (7)
  • Lifestyle (2)
  • Lump Sum (1)
  • Markets & Economy (28)
  • Middle East (2)
  • North America (8)
  • Pension Transfers (40)
  • Pensions (116)
  • Property & Capital Gains Tax (1)
  • Randal Stephens (6)
  • Regulations (38)
  • Retirement Planning (70)
  • Rob Hoey (3)
  • Savings (19)
  • SJB Academy (1)
  • SJB Global (85)
  • SJB Service (27)
  • Spain (2)
  • Tax Planning (65)
  • UK (58)
  • US Expats (15)
  • Wealth Management (2)
  • Webinars & Videos (25)
  • Contact Us
  • ESG
  • Regulations
  • Cookie Policy
  • Privacy Policy
  • Data Access Request
  • Transparent Fees
  • Partner Marketing Support
  • Become an SJB Global Partner
Licensing & Regulations

Trusted International Regulatory Framework

The financial advisers trading under SJB are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) under licence number 3647.

Nexus Global
Stay Connected

Sign Up to Our Newsletter

Receive updates, insights and international financial planning news.

Copyright © 2026 SJB Global, All Rights Reserved.
Website Designed and Maintained by Revan Systems
×

Learn From the Pros: Watch Our Previous Webinars for Expert Advice

No Fields Found.
×

Reserve Your Spot Now

Please ensure to submit questions you would like covered so we can make this time as valuable as possible. It is important to do this at least 24 hours before the start of the webinar to ensure we have time to cover as many topics as possible.

If you have any queries, comments or feedback please send through to: [email protected]

×

You can call us directly

+34 951 127 210

9:00am – 5:00pm CET

Administration: +34 951 120 111

Or request a callback

×

Download Your Free SJB Global Brochures

Fill in your details once to unlock all our brochures in one place.

×
Speak to an advisor

Book an obligation-free call

Schedule a convenient time to speak with an SJB Global advisor. Personal guidance, wherever you are in your international journey.

What your call can include

  • Benefits of working with SJB Global
  • Defining your financial goals
  • Understanding your cross-border needs
  • Personal next-step recommendations
Prefer to call?

Talk to us directly

Speak with our team or request a callback and we will help point you in the right direction.
Main Office +34 951 127 210 9:00am – 5:00pm CET
Administration +34 951 120 111

Request a callback

Leave your details below and a member of the team will get back to you.