by SJB Global | Jul 31, 2025 | Expat Financial Planning, Jake Barber, Pensions, Tax Planning, UK
Starting in April 2027, pension holders in the UK could face a significant shock when it comes to inheritance tax (IHT). Changes in the 2024 UK Budget mean unused pension savings will fall under the IHT regime, potentially exposing beneficiaries to sky-high tax bills....
by SJB Global | Jul 30, 2025 | George Symes, Pension Transfers, Pensions, UK
As a UK expat, managing your pension can be complex. Whether you’re considering transferring your UK pension to your new country of residence or leaving it in the UK, it’s crucial to understand your options. This guide outlines the key considerations and...
by SJB Global | Jul 28, 2025 | Expat Financial Planning, Pension Transfers, Pensions, SJB Global
If you’ve gathered a few pension pots from different jobs, chances are you’re wondering how to bring them together, or whether it even makes sense. You’re not alone. That’s one of the most common questions we hear at SJB Global. How Do You Transfer a Pension?...
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...
by SJB Global | May 19, 2025 | Expat Financial Planning, George Symes, Guides, Pensions, Retirement Planning, Tax Planning, UK
What’s Inside This Guide Thank you for taking the time to read our UK State Pension Guide for Expats. In this guide, you’ll find: Information on how to check your UK National Insurance record How to complete a request to pay missing years of contributions for UK...
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...
