by SJB Global | Oct 2, 2025 | Podcasts
Leaving the US and moving abroad? One of the biggest financial questions expats face is: what happens to my US retirement accounts — like 401(k)s and IRAs — once I live overseas? In this week’s video, Jake Barber (Principal/Independent Financial Adviser with the SJB...
by SJB Global | Sep 25, 2025 | Podcasts
Are you a US citizen living abroad? If so, you’ll quickly discover there are strict investment restrictions for US persons overseas — and not knowing the rules can cost you. Whether you’re working overseas, retiring abroad, or planning your move, understanding these...
by SJB Global | Sep 11, 2025 | Podcasts
How is UK inheritance tax applied to your pension if you live overseas? 🇬🇧✈️ For many UK expats, pensions are a cornerstone of retirement planning — but what happens when inheritance tax (IHT) rules come into play? In this video, Jake Barber (Principal/Independent...
by SJB Global | Aug 29, 2025 | Podcasts
Welcome to Day 5 — the final part of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Jake Barber closes the series with a critical topic: estate planning for UK expats. Wills, inheritance tax, and cross-border rules can be very different once you leave the...
by SJB Global | Aug 28, 2025 | Podcasts
Welcome to Day 4 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Today, Jake Barber tackles a big one: UK pensions.Too many expats forget to review or properly structure their pensions before moving abroad, and it can cost them dearly. Jake explains...
by SJB Global | Aug 27, 2025 | Podcasts
It’s Day 3 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series with Jake Barber. Today’s focus: not having a financial plan.Moving abroad isn’t just about logistics — it’s about ensuring your money works for you in the long term. Jake explains why creating a...
