by SJB Global | Feb 20, 2025 | Ben Eccles, Expat Financial Planning, Guides, Investments, Regulations
Investing wisely isn’t just about choosing the right assets—it’s also about understanding the tax implications. In certain parts of the world, capital gains tax (CGT) can take a significant chunk out of your profits, but with careful planning, it’s possible to legally...
by SJB Global | Dec 2, 2024 | Ben Eccles, Tax Planning
When withdrawing from your Self-Invested Personal Pension (SIPP), the amount of tax withheld can vary significantly depending on the tax code applied by HMRC. This article explores the differences between the 1257L Week 1/Month 1 and 1257L Cumulative tax codes and...
by SJB Global | Oct 30, 2024 | Ben Eccles, Regulations, UK
The election result is big news and likely to dominate headlines. I’d like to share our stance from our perspective. Long story short, there is little connection between the change in government and the investment markets, although we’ll be keeping a close eye on...
by SJB Global | Oct 30, 2024 | Expat 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 28, 2024 | Alex Gover, Expat Financial Planning, Markets & Economy, North America, US Expats
U.S. elections are pivotal events that shape the political and economic landscape of the country and is some ways the world. Despite the uncertainty that elections bring, historical data shows that markets tend to exhibit growth in the periods leading up to, and...
by SJB Global | Oct 25, 2024 | Brexit, Europe, Expat 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...
