by SJB Global | May 22, 2024 | Advice, Europe, Financial Planning, North America, Pensions, Randal Stephens, Retirement, Tax
Navigating bureaucracy is often a challenge when living abroad, whether you’re dealing with matters in your new country or managing affairs back in the UK. A clear understanding and proactive approach can greatly help. This article explores the complexities of...
by SJB Global | May 16, 2024 | Advice, Dion Angove, Financial Planning, Investments, Pension Transfers, Pensions, UK
Key Rules, Tax Implications, and Expert Tips So, you’ve decided to swap your rainy UK weather for sunnier European shores, but your ISA is begging you not to leave it behind. Don’t worry, managing your ISA from abroad is no Herculean task. With some fresh...
by SJB Global | May 16, 2024 | Pensions, Retirement, SJB Global
Back in 1981, the financial landscape was undergoing significant changes. One such change was the introduction of Section 32 of the Finance Act 1981, a move that allowed pension scheme trustees for the first time to transfer company pension scheme funds to a private...
by SJB Global | May 13, 2024 | Pensions, Rob Hoey
Navigating State Pensions: A Short Guide for Expats Understanding state pension benefits is a crucial aspect of retirement planning for expats. Each region has its own state pension system with unique requirements and benefits. This short guide will provide expats...
by SJB Global | May 9, 2024 | Pensions, Retirement, SJB Global
Understanding Defined Benefit Pension Schemes Trust Structure and Trustees’ Responsibilities At the heart of every Defined Benefit pension scheme is a trust, a structure ensuring the scheme’s assets are meticulously managed for the members’ benefit....
by SJB Global | May 2, 2024 | Pensions, SJB Global
The UK Pension Overhaul: A Closer Look The UK pension landscape is undergoing a significant transformation. The Lifetime Allowance, a familiar term to many, is being phased out and replaced by three distinct allowances. This move is not just a simple name change, it...
