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....
by SJB Global | Jul 28, 2025 | Expat Financial Planning, Pension Transfers, Pensions, SJB Global
If you’ve gathered a few pension pots from different jobs, chances are you’re wondering how to bring them together, or whether it even makes sense. You’re not alone. That’s one of the most common questions we hear at SJB Global. How Do You Transfer a Pension?...
by SJB Global | Jul 24, 2025 | Expat Financial Planning, Pension Transfers, Regulations, SJB Global, UK
Defined benefit pensions have long been seen as one of the most secure ways to fund retirement. But recently, more people have started looking into whether transferring out of a DB scheme could be a better fit for their lifestyle or long-term goals. If you’re...
by SJB Global | Jul 14, 2025 | Expat Financial Planning, George Symes, Regulations, Retirement Planning, Tax Planning, UK
Let’s talk about wealth taxes. Not income tax. Not inheritance tax. I’m talking about a levy on total net assets, including things like property, investments, luxury items, and savings. The idea sounds simple enough: tax the accumulated assets of the wealthiest...
by SJB Global | Jul 7, 2025 | Expat Financial Planning, Investments, Jake Barber, Regulations, Retirement Planning, Tax Planning, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
by SJB Global | Jun 23, 2025 | Expat Financial Planning, George Symes, Investments, Lump Sum, Tax Planning, UK
Moving overseas as a UK expat opens exciting new financial opportunities but also brings challenges, especially when investing a lump sum. Whether you have inherited money, saved a windfall, or are transferring assets internationally, knowing how to invest wisely can...
