by SJB Global | Feb 6, 2025 | Advice, Financial Planning, Pensions, SJB Advice, UK
The UK government’s latest pension reforms have stirred up a mix of excitement and concern. By loosening the rules on how pension funds can be invested, the plan is designed to unlock billions of pounds and direct that capital toward driving economic growth. Pension...
by SJB Global | Nov 11, 2024 | Advice, Budget, Expat Property Story, Financial Planning, Regulations, SJB Global, UK
In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
by SJB Global | Nov 4, 2024 | Financial Planning, Pensions, Regulations, SJB Global, Tax, UK
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
by SJB Global | Oct 30, 2024 | Financial Planning, Regulations, SJB Global, UK
The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements. Economic Stability and...
by SJB Global | Oct 30, 2024 | Advice, Financial Planning, Randal Stephens, Regulations, UK
When a relationship breaks down, pensions may not be a top priority, but the jurisdiction where a divorce or dissolution occurs — and how a court handles pensions in the financial settlement — can be crucial, especially if pensions represent significant family...
by SJB Global | Oct 25, 2024 | Advice, Brexit, Europe, 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...