by SJB Global | Jun 2, 2025 | Advice, Financial Planning, Guides, Investments, Jake Barber, Markets, 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 | 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 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 | Apr 24, 2025 | Advice, Investments, SJB Global
Imagine finding an investment that guarantees returns with absolutely no risk. Sounds perfect, right? But does such an opportunity truly exist, or is it just a financial myth? Let’s explore the concept of risk-free investing. Understanding the Notion of...
