by SJB Global | Jun 5, 2024 | Expat Financial Planning, Jake Barber, Pension Transfers, Pensions, Regulations
This QROPS Pension Transfer Guide for 2024 is crafted for British expats considering transferring their pensions overseas or those already enrolled in a QROPS exploring their alternatives. We aim to demystify the complexities associated with Qualifying Recognised...
by SJB Global | May 24, 2024 | Daniel Lattimer, Expat Financial Planning, North America, Pensions, Retirement Planning, US Expats
Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but understanding the...
by SJB Global | May 22, 2024 | Alex Gover, Brexit, Europe, Expat Financial Planning, Guides, Middle East, North America, Pensions, Tax Planning, UK
Expatriates often contemplate whether transferring their UK pensions is the right choice. In this article, we’ll delve into these questions and explore the considerations surrounding the decision. I will also point out some of the key differences between a SIPP...
by SJB Global | May 22, 2024 | Europe, Expat Financial Planning, North America, Pensions, Randal Stephens, Retirement Planning, Tax Planning
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 | Dion Angove, Expat 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 Planning, 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...
