by SJB Global | May 22, 2024 | Advice, Europe, Financial Planning, North America, Pensions, Randal Stephens, Retirement, Tax
Navigating bureaucracy is often a challenge when living abroad, whether you’re dealing with matters in your new country or managing affairs back in the UK. A clear understanding and proactive approach can greatly help. This article explores the complexities of...
by SJB Global | May 16, 2024 | Advice, Dion Angove, Financial Planning, Investments, Pension Transfers, Pensions, UK
Key Rules, Tax Implications, and Expert Tips So, you’ve decided to swap your rainy UK weather for sunnier European shores, but your ISA is begging you not to leave it behind. Don’t worry, managing your ISA from abroad is no Herculean task. With some fresh...
by SJB Global | May 13, 2024 | Pensions, Rob Hoey
Navigating State Pensions: A Short Guide for Expats Understanding state pension benefits is a crucial aspect of retirement planning for expats. Each region has its own state pension system with unique requirements and benefits. This short guide will provide expats...
by SJB Global | Apr 11, 2024 | Daniel Lattimer, Investments
Let’s talk about the choice between active and passive investment strategies. It’s a tale as old as time (well, not really, but it’s been around for a while), and it’s more relevant today than ever. Why? Because the world’s been throwing...