by SJB Global | Jun 21, 2024 | Advice, Financial Planning, Guides, Investments, Savings, SJB Global, SJB Service
Living abroad can offer unique financial advantages, including a potentially higher disposable income. However, without a strategic savings plan, this additional income can quickly dissipate. Ensuring that your extra surplus income works harder for you is crucial....
by SJB Global | Jun 19, 2024 | Advice, Financial Planning, SJB Global, SJB Service
Asking the Right Questions Financial planning during tumultuous times is always challenging; however, it is the perfect moment to review one’s personal financial health. The instability of the current economy adds to the complexity of managing personal finances. You...
by SJB Global | Jun 14, 2024 | Advice, 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,...
by SJB Global | Jun 13, 2024 | Advice, Estate Planning, Financial Planning, Lewis Sell, Tax
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...
by SJB Global | May 24, 2024 | Advice, Alex Gover, Europe, Financial Planning, Guides, Investments, North America, Retirement, US Expats
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
by SJB Global | May 24, 2024 | Advice, Daniel Lattimer, Financial Planning, North America, Pensions, Retirement, US Expats
Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but understanding the...