by SJB Global | Jul 9, 2026 | Europe, George Symes, Pensions, Retirement Planning, UK
Since Brexit, many British expatriates living in Europe have questioned whether their UK pensions remain secure and how they will be taxed. While political headlines created uncertainty, the reality is more nuanced. In most cases, UK pensions can continue to be paid...
by SJB Global | Jun 30, 2026 | Retirement Planning, SJB Global, Tax Planning, US Expats
You’ve spent decades building it. Now you’re leaving the country. Mark, 58, just accepted early retirement. He and his wife are moving to the south of Spain. His 401(k) sits at $480,000. His first question isn’t about property or visas. It’s:...
by SJB Global | Jun 23, 2026 | Expat Financial Planning, Regulations, Retirement Planning, SJB Global
For expats and internationally mobile families, managing retirement savings often involves cross-border accounts, pension transfers, and long-term planning decisions. Unfortunately, this complexity can also make expats a prime target for financial scams. Recent UK...
by SJB Global | Jun 15, 2026 | Pension Transfers, Pensions, Retirement Planning, SJB Global
The Government’s proposed changes to the pension transfer regulations are welcome news for many savers. However, while the removal of the overseas investment amber flag may help reduce delays, pension transfers remain one of the most important financial...
by SJB Global | Apr 22, 2026 | Expat Financial Planning, George Symes, Pensions, Retirement Planning, UK
For many professionals preparing to leave the United Kingdom, pension consolidation appears to be a logical step. Multiple defined contribution schemes accumulated over years of employment can feel inefficient and administratively cumbersome. However, once you become...
by SJB Global | Apr 15, 2026 | Expat Financial Planning, George Symes, Pensions, Retirement Planning
At its core, good financial planning is not about chasing returns or selecting the most complex investment structure. It is about clarity. Most clients, particularly those living abroad, ultimately want answers to two simple questions. When can I retire, and how much...
