by SJB Global | Aug 18, 2025 | Expat Financial Planning, George Symes, Guides, Pensions, Retirement Planning, Tax Planning, UK
Relocating abroad is an exciting new chapter, but it also brings a host of financial considerations for UK expats. Whether your move is temporary or permanent, preparing your finances properly can help avoid surprises later. From tax obligations to pension management...
by SJB Global | Aug 13, 2025 | Expat Financial Planning, Jake Barber, Pensions, Retirement Planning
Are you an American expat who’s just been told by your 401(k) provider that they can’t manage your account while you’re living overseas? You’re not alone! Many U.S. expats face this dilemma when their 401(k) provider suddenly gives them a deadline to...
by SJB Global | Aug 11, 2025 | Ben Eccles, Expat Financial Planning, Investments, Markets & Economy
If your portfolio soared in U.S. markets during Q2 but looked flat in euros or pounds, you’re not imagining things. Currency moves played a bigger role than many investors realise. In dollar terms, the numbers looked fantastic: S&P 500: +10.45% in USD MSCI World:...
by SJB Global | Aug 8, 2025 | Ben Eccles, Expat Financial Planning, Life & Protection Insurance
After years of analysing global markets and advising expats, I’ve seen one clear pattern: Many DIY investors don’t fail because they lack intelligence… they fail because they’re doing it alone. Managing pensions, taxes, and investments across borders is complex. And...
by SJB Global | Aug 6, 2025 | Expat Financial Planning, SJB Global, US Expats
Moving across the Atlantic feels like a fresh start, but your finances don’t reset when you land. In fact, managing money as a U.S. expat gets more complex, not less. Before you move, or if you’ve already made the jump, here’s what to watch closely. U.S. Accounts Get...
by SJB Global | Jul 31, 2025 | Expat Financial Planning, Jake Barber, Pensions, Tax Planning, UK
Starting in April 2027, pension holders in the UK could face a significant shock when it comes to inheritance tax (IHT). Changes in the 2024 UK Budget mean unused pension savings will fall under the IHT regime, potentially exposing beneficiaries to sky-high tax bills....
