by SJB Global | May 12, 2025 | Estate Planning, Financial Planning, France, George Symes, Investments, Retirement, Tax
For residents of France, an assurance vie is a key financial product worth considering. But what exactly is an assurance vie, and what benefits does it offer to those living in France? This post explains what an Assurance Vie is, its key benefits, tax advantages, and...
by SJB Global | May 5, 2025 | Advice, Europe, Financial Planning, George Symes, Investments, Pensions, Retirement, UK
An International SIPP (Self-Invested Personal Pension) is a UK-registered pension arrangement tailored for British nationals living overseas. It allows expats to retain control over their UK pension investments while benefiting from the regulatory protections of the...
by SJB Global | Apr 30, 2025 | Advice, Dion Angove, Investments, Tax
Returning to the UK after a period of living overseas requires more than booking a flight. With the UK’s tax reforms now in effect from 6 April 2025, British citizens must understand how their foreign-held assets are treated under the new residence-based taxation...
by SJB Global | Mar 27, 2025 | Advice, Ben Eccles, Tax, UK
If you’re wondering how to prove your UK residency for tax purposes, you’re not alone. As of April 6, 2025, the UK is moving away from the old domicile-based tax system and switching to a residency-based approach. This means that your tax obligations will...
by SJB Global | Feb 20, 2025 | Advice, Ben Eccles, Guides, Investments, Regulations
Investing wisely isn’t just about choosing the right assets—it’s also about understanding the tax implications. In certain parts of the world, capital gains tax (CGT) can take a significant chunk out of your profits, but with careful planning, it’s possible to legally...
by SJB Global | Dec 2, 2024 | Ben Eccles, Tax
When withdrawing from your Self-Invested Personal Pension (SIPP), the amount of tax withheld can vary significantly depending on the tax code applied by HMRC. This article explores the differences between the 1257L Week 1/Month 1 and 1257L Cumulative tax codes and...
