by SJB Global | May 26, 2025 | Advice, Australia, Financial Planning, George Symes, Investments, Pensions, Tax, UK
If you are thinking about retiring in Australia, it may be possible to move your UK pension there, but there are strict rules. Transfers can only be made to Australian superannuation funds that appear on HMRC’s list of recognised overseas pension schemes (QROPS), and...
by SJB Global | May 19, 2025 | Advice, Financial Planning, George Symes, Guides, Pensions, Retirement, Tax, UK
What’s Inside This Guide Thank you for taking the time to read our UK State Pension Guide for Expats. In this guide, you’ll find: Information on how to check your UK National Insurance record How to complete a request to pay missing years of contributions for UK...
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...
