by SJB Global | Sep 8, 2025 | Advice, George Symes, Guides, Pension Transfers, Pensions
If you are a UK expat, one of the key financial questions after moving abroad is whether you can still use your Stocks and Shares ISA. Knowing what happens to your ISA when your tax residency changes and understanding the best alternatives can help you manage your...
by SJB Global | Sep 3, 2025 | Advice, Cross-Border Tax, George Symes, Pensions, Retirement
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it is vital to know what is happening, what to expect, and how to protect...
by SJB Global | Aug 26, 2025 | George Symes, Pensions, Retirement, Tax
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
by SJB Global | Aug 21, 2025 | Advice, George Symes, Pension Transfers, Pensions, Retirement, Tax
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
by SJB Global | Aug 20, 2025 | Expat Financial Planning, Jake Barber, Pensions, Retirement, Tax
As an American expat, one of the most important financial decisions you might face is whether to perform a Roth conversion before moving abroad. A Roth conversion involves transferring funds from a traditional retirement account (like a Traditional IRA or 401(k)) into...
by SJB Global | Aug 19, 2025 | Expat Financial Planning, Jake Barber, Pensions, Retirement, Tax
If you’re an American living overseas, your Roth 401(k) or Roth IRA might not be the tax-free haven you think it is. While these accounts offer tax-free growth and withdrawals in the U.S., things get complicated when you move abroad. Here’s what you need...
