by SJB Global | Apr 9, 2026 | Expat Financial Planning, George Symes, Pensions, Retirement Planning
For many years, age 55 has been seen as a milestone in UK retirement planning. It marked the point at which defined contribution pensions could generally be accessed under pension freedoms. That milestone is changing. From April 2028, the Normal Minimum Pension Age...
by SJB Global | Apr 2, 2026 | Expat Financial Planning, George Symes, Retirement Planning, Tax Planning
Relocating to a zero-income tax jurisdiction has become an increasingly common consideration for entrepreneurs, investors and internationally mobile professionals. Jurisdictions such as the United Arab Emirates and Bahrain impose no personal income tax on individuals....
by SJB Global | Apr 1, 2026 | Expat Financial Planning, George Symes, Pensions, Retirement Planning
Qualifying Recognised Overseas Pension Schemes, commonly known as QROPS, were originally introduced to allow individuals leaving the United Kingdom to transfer pension benefits to overseas arrangements in a legitimate and structured way. For many expatriates, the...
by SJB Global | Mar 31, 2026 | Expat Financial Planning, George Symes, Retirement Planning, Tax Planning
Relocating overseas is an exciting step, whether driven by career opportunity, lifestyle preference or retirement ambition. From a financial perspective, however, leaving the UK is far more than a change of address. It alters your tax position, regulatory protections...
by SJB Global | Feb 16, 2026 | Ben Eccles, Estate Planning, Inheritance Tax, Tax Planning, UK, Wealth Management
There is no single official statistic that precisely measures how many people in the UK do not understand Inheritance Tax (IHT). However, multiple surveys and research reports provide strong indications that public understanding is low. Key Findings from Surveys...
by SJB Global | Jan 28, 2026 | Expat Financial Planning, George Symes, Pensions, Retirement Planning, UK
The UK government has confirmed a major change to the way British expats can build their state pension entitlement. From 6 April 2026, access to Class 2 Voluntary National Insurance Contributions (VNICs) will be removed for most people living abroad. At the same time,...
