by SJB Global | Apr 15, 2025 | Advice, Investments, Markets, Pensions, SJB Global
Any hopes of calm after Monday’s market bounce didn’t last long. The FTSE 100 slipped again on Tuesday (9 April), dragged down by another red day on Wall Street, with the S&P 500 hovering near bear market territory. And it’s not just stocks feeling the pressure —...
by SJB Global | Mar 24, 2025 | Advice, Financial Planning, Pensions, SJB Global
As the end of the tax year approaches, it’s time to think about pension contributions. For the 2024/25 tax year, the annual allowance, the maximum you can contribute to your pension without incurring a tax charge is £60,000. However, this limit isn’t the...
by SJB Global | Feb 6, 2025 | Advice, Financial Planning, Pensions, SJB Advice, UK
The UK government’s latest pension reforms have stirred up a mix of excitement and concern. By loosening the rules on how pension funds can be invested, the plan is designed to unlock billions of pounds and direct that capital toward driving economic growth. Pension...
by SJB Global | Nov 4, 2024 | Financial Planning, Pensions, Regulations, SJB Global, Tax, UK
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
by SJB Global | Sep 23, 2024 | Advice, Daniel Lattimer, Financial Planning, Pensions
When you think about retirement, understanding your life expectancy in weeks rather than years can offer a more precise view of what it takes to prepare financially. Here’s how you can strategically plan your savings, whether you are 35, 45, or 55 years old. ...
by SJB Global | Sep 9, 2024 | Pension Transfers, Pensions, SJB Global, UK
If you’ve ever considered retiring abroad or are already living outside the UK, you’ve likely heard the term QROPS floating around in financial discussions. But what exactly is a QROPS, and how does it work? What is QROPS? QROPS, or Qualifying Recognised...
