by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement, UK
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
by SJB Global | Jul 24, 2025 | Advice, Financial Planning, Pension Transfers, Regulations, SJB Global, UK
Defined benefit pensions have long been seen as one of the most secure ways to fund retirement. But recently, more people have started looking into whether transferring out of a DB scheme could be a better fit for their lifestyle or long-term goals. If you’re...
by SJB Global | Jul 14, 2025 | Advice, Financial Planning, George Symes, Regulations, Retirement, Tax, UK
Let’s talk about wealth taxes. Not income tax. Not inheritance tax. I’m talking about a levy on total net assets, including things like property, investments, luxury items, and savings. The idea sounds simple enough: tax the accumulated assets of the wealthiest...
by SJB Global | Jul 7, 2025 | Financial Planning, Investments, Jake Barber, Regulations, Retirement, Tax, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
by SJB Global | Jun 9, 2025 | Financial Planning, Pension Transfers, Regulations, SJB Global, Tax, UK
If you’re planning to move abroad or are already living overseas, your UK pension may not be working as hard for you as it could be. Many British expats, and even those just considering a move, are exploring the option of a UK pension transfer to better align with...
by SJB Global | Jun 2, 2025 | Advice, Financial Planning, Guides, Investments, Jake Barber, Markets, Regulations
Investors are always on the lookout for ways to understand what’s happening in the market. One tool that’s been getting more attention lately? M2 money supply. It’s a key measure of how much money is floating around in the economy, and that can tell you a lot about...
