by SJB Global | Jul 7, 2025 | Expat Financial Planning, Investments, Jake Barber, Regulations, Retirement Planning, Tax Planning, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
by SJB Global | Jun 23, 2025 | Expat Financial Planning, George Symes, Investments, Lump Sum, Tax Planning, UK
Moving overseas as a UK expat opens exciting new financial opportunities but also brings challenges, especially when investing a lump sum. Whether you have inherited money, saved a windfall, or are transferring assets internationally, knowing how to invest wisely can...
by SJB Global | Jun 2, 2025 | Expat Financial Planning, Guides, Investments, Jake Barber, Markets & Economy, Regulations
Investors are always on the lookout for ways to understand what’s happening in the market. One tool that’s been getting more attention lately? M2 money supply. It’s a key measure of how much money is floating around in the economy, and that can tell you a lot about...
by SJB Global | May 26, 2025 | Australia, Expat Financial Planning, George Symes, Investments, Pensions, Tax Planning, 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 | Expat Financial Planning, George Symes, Guides, Pensions, Retirement Planning, Tax Planning, 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, Expat Financial Planning, France, George Symes, Investments, Retirement Planning, Tax Planning
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...
