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How to Pass a UK Pension to a Non-UK Resident Beneficiary

How to Pass a UK Pension to a Non-UK Resident Beneficiary

by SJB Global | Nov 26, 2025 | Inheritance Tax, Pensions, Randal Stephens, Retirement Planning, UK

Inheriting a UK Pension While Living Abroad: What Non-UK Residents Need to Know If you or your beneficiaries live outside the United Kingdom, inheriting a UK pension can be a complex process. Many British expats and overseas beneficiaries find that their options are...
UK Expats: What a Cut to Tax-Free Pension Lump Sums Could Mean

UK Expats: What a Cut to Tax-Free Pension Lump Sums Could Mean

by SJB Global | Oct 21, 2025 | Expat Financial Planning, Justin Gauden, Pensions, UK

UK Chancellor Eyes Cut to Tax-Free Pension Lump Sums—What Expats Need to Know Reports suggest UK Chancellor Rachel Reeves is considering cutting back the tax-free element of pension lump sums in a bid to raise an additional £2bn annually. Currently, retirees can...
UK Pension Inheritance Tax for Expats: What to Know in 2025

UK Pension Inheritance Tax for Expats: What to Know in 2025

by SJB Global | Oct 9, 2025 | Cross-Border Tax, Estate Planning, Expat Financial Planning, George Symes, Pensions

Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
Top International SIPP Providers for UK Expats in 2025

Top International SIPP Providers for UK Expats in 2025

by SJB Global | Oct 7, 2025 | Expat Financial Planning, George Symes, Investments, Pension Transfers, Pensions

Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer genuine value, broad investment access, and expat-focused servicing can...
QROPS in 2025: Key Updates UK Expats Must Know

QROPS in 2025: Key Updates UK Expats Must Know

by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement Planning, UK

Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
ISA Guidance for UK Expats: Managing Your ISA in 2025

ISA Guidance for UK Expats: Managing Your ISA in 2025

by SJB Global | Sep 8, 2025 | Expat Financial Planning, 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...
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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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