by SJB Global | May 23, 2024 | Expat Financial Planning, SJB Global
Estate planning isn’t just about drafting a will or setting up trusts; it’s an art that involves strategic planning and foresight, more so when one needs to handle potential inheritance tax (IHT) liabilities. One of the most effective tools at your...
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...
by SJB Global | May 22, 2024 | Europe, Expat Financial Planning, North America, Pensions, Randal Stephens, Retirement Planning, Tax Planning
Navigating bureaucracy is often a challenge when living abroad, whether you’re dealing with matters in your new country or managing affairs back in the UK. A clear understanding and proactive approach can greatly help. This article explores the complexities of...
by SJB Global | May 16, 2024 | Dion Angove, Expat Financial Planning, Investments, Pension Transfers, Pensions, UK
Key Rules, Tax Implications, and Expert Tips So, you’ve decided to swap your rainy UK weather for sunnier European shores, but your ISA is begging you not to leave it behind. Don’t worry, managing your ISA from abroad is no Herculean task. With some fresh...
by SJB Global | Apr 29, 2024 | Expat Financial Planning, Retirement Planning, Savings, SJB Global
Get into the Habit of Saving for the Future Living overseas often comes with the advantage of having a larger disposable income. However, it’s crucial to ensure that this surplus income works harder for you. By developing a habit of saving for the future, you...
by SJB Global | Apr 24, 2024 | Expat Financial Planning, Investments, SJB Service
Step away from the allure of shares for a moment. It might surprise you to learn that more money is invested in bonds than in shares. A staggering $100 trillion is invested in bonds worldwide every year. Recently, bonds have been gaining prominence, particularly...
