by SJB Global | Oct 10, 2025 | Expat Financial Planning, Healthcare & Insurance, Jake Barber, Retirement Planning
Healthcare is one of the most important considerations for American retirees planning to live abroad. Unlike in the United States, where Medicare and employer-provided insurance can cover much of your medical expenses, living overseas introduces unique challenges....
by SJB Global | Oct 8, 2025 | Expat Financial Planning, Jake Barber, Lifestyle, Retirement Planning, US Expats
Retirement abroad offers more than financial freedom—it provides the opportunity to embrace a new lifestyle, explore different cultures, and create lasting memories. For American retirees, adjusting to life overseas can be both exciting and challenging. From making...
by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement Planning, 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 | Oct 3, 2025 | Expat Financial Planning, Retirement Planning, SJB Global, Tax Planning, US Expats
For many Americans, the dream of retiring abroad offers the promise of lower living costs, new cultural experiences, and a slower pace of life. Yet alongside the excitement, U.S. citizens planning their retirement overseas must pay close attention to the changing...
by SJB Global | Sep 10, 2025 | Expat Financial Planning, George Symes, Retirement Planning, Tax Planning
If you are a UK expat planning to retire abroad, making sense of pension income and tax obligations is essential. International SIPPs, or Self-Invested Personal Pensions tailored for non-residents, offer flexibility, investment control, and access from overseas....
by SJB Global | Sep 3, 2025 | Cross-Border Tax, Expat Financial Planning, George Symes, Pensions, Retirement Planning
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it is vital to know what is happening, what to expect, and how to protect...
