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Investment Restrictions for American Expats

Investment Restrictions for American Expats

by SJB Global | Jul 7, 2025 | Expat Financial Planning, Investments, Jake Barber, Regulations, Retirement Planning, Tax Planning, 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...
Here’s What You Need to Know About UK Pension Transfers

Here’s What You Need to Know About UK Pension Transfers

by SJB Global | Jun 9, 2025 | Expat Financial Planning, Pension Transfers, Regulations, SJB Global, Tax Planning, 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...
What Is M2 Money Supply, and Why Should Investors Care?

What Is M2 Money Supply, and Why Should Investors Care?

by SJB Global | Jun 2, 2025 | Expat Financial Planning, Guides, Investments, Jake Barber, Markets & Economy, 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...
How to Invest with Minimal Capital Gains Tax (CGT): A General Guide

How to Invest with Minimal Capital Gains Tax (CGT): A General Guide

by SJB Global | Feb 20, 2025 | Ben Eccles, Expat Financial Planning, Guides, Investments, Regulations

Investing wisely isn’t just about choosing the right assets—it’s also about understanding the tax implications. In certain parts of the world, capital gains tax (CGT) can take a significant chunk out of your profits, but with careful planning, it’s possible to legally...
How Can the US Elections Affect My Investments?

How Can the US Elections Affect My Investments?

by SJB Global | Nov 13, 2024 | Elections, Expat Financial Planning, Investments, North America, Regulations, SJB Global

The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
How the Autumn Budget Affects Expat Investors of UK Property – Expat Property Story

How the Autumn Budget Affects Expat Investors of UK Property – Expat Property Story

by SJB Global | Nov 11, 2024 | Budget, Expat Financial Planning, Expat Property Story, Regulations, SJB Global, UK

In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
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The financial advisers trading under SJB are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) under licence number 3647.

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