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How UK Expats Can Confidently Invest a Lump Sum Abroad

How UK Expats Can Confidently Invest a Lump Sum Abroad

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...
What Is M2 Money Supply, and Why Should Investors Care?

What Is M2 Money Supply, and Why Should Investors Care?

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...
Can I Transfer My UK Pension to Australia?

Can I Transfer My UK Pension to Australia?

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...
Assurance Vie France: Expat Guide to Tax-Efficient Investing

Assurance Vie France: Expat Guide to Tax-Efficient Investing

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...
International SIPP – An Overview

International SIPP – An Overview

by SJB Global | May 5, 2025 | Europe, Expat Financial Planning, George Symes, Investments, Pensions, Retirement Planning, 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...
Repatriation Planning for British Expats: Navigating UK Tax Changes in 2025

Repatriation Planning for British Expats: Navigating UK Tax Changes in 2025

by SJB Global | Apr 30, 2025 | Dion Angove, Expat Financial Planning, Investments, Tax Planning

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...
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The financial advisers trading under SJB are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) under licence number 3647.

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