by SJB Global | Oct 10, 2025 | Expat Financial Planning, Healthcare & Insurance, Jake Barber, Retirement
Healthcare is one of the most important considerations for American retirees planning to live abroad. Unlike in the United States, where Medicare and employer-provided insurance can cover much of your medical expenses, living overseas introduces unique challenges....
by SJB Global | Oct 9, 2025 | Cross-Border Tax, Estate Planning, Expat Financial Planning, George Symes, Pensions
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
by SJB Global | Oct 8, 2025 | Expat Financial Planning, Jake Barber, Lifestyle, Retirement, US Expats
Retirement abroad offers more than financial freedom—it provides the opportunity to embrace a new lifestyle, explore different cultures, and create lasting memories. For American retirees, adjusting to life overseas can be both exciting and challenging. From making...
by SJB Global | Oct 7, 2025 | Expat Financial Planning, George Symes, Investments, Pension Transfers, Pensions
Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer genuine value, broad investment access, and expat-focused servicing can...
by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement, UK
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
by SJB Global | Sep 10, 2025 | Expat Financial Planning, George Symes, Retirement, Tax
If you are a UK expat planning to retire abroad, making sense of pension income and tax obligations is essential. International SIPPs, or Self-Invested Personal Pensions tailored for non-residents, offer flexibility, investment control, and access from overseas....
