by SJB Global | Oct 9, 2025 | Cross-Border Tax, Estate Planning, Expat Financial Planning, George Symes, Pensions
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
by SJB Global | Oct 7, 2025 | Expat Financial Planning, George Symes, Investments, Pension Transfers, Pensions
Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer genuine value, broad investment access, and expat-focused servicing can...
by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement, UK
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
by SJB Global | Sep 10, 2025 | Expat Financial Planning, George Symes, Retirement, Tax
If you are a UK expat planning to retire abroad, making sense of pension income and tax obligations is essential. International SIPPs, or Self-Invested Personal Pensions tailored for non-residents, offer flexibility, investment control, and access from overseas....
by SJB Global | Sep 8, 2025 | Advice, George Symes, Guides, Pension Transfers, Pensions
If you are a UK expat, one of the key financial questions after moving abroad is whether you can still use your Stocks and Shares ISA. Knowing what happens to your ISA when your tax residency changes and understanding the best alternatives can help you manage your...
by SJB Global | Sep 3, 2025 | Advice, Cross-Border Tax, George Symes, Pensions, Retirement
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it is vital to know what is happening, what to expect, and how to protect...
