by SJB Global | Jun 21, 2024 | Advice, Jake Barber, Tax, UK
A Step-by-Step Guide Within a UK pension, including a SIPP, your gross pension is subject to PAYE income tax unless you personally apply to HM Revenue & Customs (HMRC) for exemption on the grounds that you are non‐resident. Should you wish to apply for an...
by SJB Global | Jun 18, 2024 | Advice, Estate Planning, Jake Barber, UK
When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The complexities of international law mean that the validity of an English...
by SJB Global | Jun 11, 2024 | Advice, Estate Planning, Jake Barber, Pensions, Regulations, UK
Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The tax implications can vary significantly depending on the type of...
by SJB Global | Jun 8, 2024 | Advice, Guides, Jake Barber, Pensions, UK
In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
by SJB Global | Jun 5, 2024 | Advice, Jake Barber, Pension Transfers, Pensions, Regulations
This QROPS Pension Transfer Guide for 2024 is crafted for British expats considering transferring their pensions overseas or those already enrolled in a QROPS exploring their alternatives. We aim to demystify the complexities associated with Qualifying Recognised...