by SJB Global | Aug 21, 2024 | Expat Financial Planning, 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 | Expat Financial Planning, Jake Barber, Tax Planning
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 Planning
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 | Expat Financial Planning, Jake Barber, Tax Planning, 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 | Estate Planning, Expat Financial 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 | Estate Planning, Expat Financial 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...
