by SJB Global | Sep 23, 2024 | Advice, Daniel Lattimer, Financial Planning, Pensions
When you think about retirement, understanding your life expectancy in weeks rather than years can offer a more precise view of what it takes to prepare financially. Here’s how you can strategically plan your savings, whether you are 35, 45, or 55 years old. ...
by SJB Global | Aug 21, 2024 | Advice, Investments, Rob Hoey
In a world where the economy feels like a roller coaster ride, UK expats need to understand their investment options. Challenging economic times? Check. Fluctuating exchange rates? Double-check. Rising interest rates and living costs? You bet. For expat investors,...
by SJB Global | Jun 28, 2024 | Advice, Jake Barber, Tax
A Guide to Navigating Global Tax Residency Rules Navigating tax residency rules is a critical and complex aspect of financial planning for British expatriates. Proper understanding and management of one’s tax residency can significantly impact tax liabilities in...
by SJB Global | Jun 26, 2024 | Jake Barber, Regulations, Tax
Strategies for Managing Tax Liabilities Across Borders For British expatriates, managing the risk of double taxation—being taxed in both the home and host countries—poses a significant financial challenge. This guide provides insights into navigating double taxation...
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...
