by SJB Global | Jun 11, 2024 | Brexit, Expat Financial Planning, Pension Transfers, Pensions, UK
Ah, Brexit. The gift that keeps on giving, like a fruitcake that’s been passed around the family for years, or that email chain letter your aunt keeps forwarding. Just when you think you’ve got a handle on it, Brexit throws another curveball. This time,...
by SJB Global | Jun 8, 2024 | Expat Financial Planning, Guides, Jake Barber, Pensions, UK
In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
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...
