+34 951 127 210 Monday – Friday 9 AM – 5 PM CET
SJB Global
  • About
    • About Us
    • Meet the Team
    • Career Opportunities
    • Transparent Fees
    • Become an SJB Global Partner
    • USA Site
  • UK Expat Services
    • Retirement Planning
    • UK Pension Advice
    • UK Exit Planning
    • International Tax Restructuring
    • Cross-Border Investment Management
    • Financial Planning
  • US Expat Services
    • Retirement Planning
    • US Retirement Accounts for Non-US Residents
    • US Exit Planning
    • Tax Planning
    • Cross-Border Investment Management
  • Guides
  • Living Abroad
  • Webinars
  • Insights
  • Talk to Us

Search SJB Global

UK State Pension Guide for Expats (2025 Update)

UK State Pension Guide for Expats (2025 Update)

by SJB Global | May 19, 2025 | Expat Financial Planning, George Symes, Guides, Pensions, Retirement Planning, Tax Planning, UK

What’s Inside This Guide Thank you for taking the time to read our UK State Pension Guide for Expats. In this guide, you’ll find: Information on how to check your UK National Insurance record How to complete a request to pay missing years of contributions for UK...
Assurance Vie France: Expat Guide to Tax-Efficient Investing

Assurance Vie France: Expat Guide to Tax-Efficient Investing

by SJB Global | May 12, 2025 | Estate Planning, Expat Financial Planning, France, George Symes, Investments, Retirement Planning, Tax Planning

For residents of France, an assurance vie is a key financial product worth considering. But what exactly is an assurance vie, and what benefits does it offer to those living in France?  This post explains what an Assurance Vie is, its key benefits, tax advantages, and...
International SIPP – An Overview

International SIPP – An Overview

by SJB Global | May 5, 2025 | Europe, Expat Financial Planning, George Symes, Investments, Pensions, Retirement Planning, UK

An International SIPP (Self-Invested Personal Pension) is a UK-registered pension arrangement tailored for British nationals living overseas. It allows expats to retain control over their UK pension investments while benefiting from the regulatory protections of the...
Market Fluctuations and Retirement: Smart Strategies to Stay on Track

Market Fluctuations and Retirement: Smart Strategies to Stay on Track

by SJB Global | Mar 5, 2025 | Expat Financial Planning, Investments, Markets & Economy, Retirement Planning, SJB Global

Market ups and downs can be nerve-wracking, especially when retirement is on the horizon. Watching savings fluctuate might make you feel like you’re on a rollercoaster, but the good news is that there are ways to keep your retirement plan steady, even when...
U.S Connected Persons Abroad

U.S Connected Persons Abroad

by SJB Global | May 24, 2024 | Alex Gover, Europe, Expat Financial Planning, Guides, Investments, North America, Retirement Planning, US Expats

Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
Traditional IRA vs. 401(k)

Traditional IRA vs. 401(k)

by SJB Global | May 24, 2024 | Daniel Lattimer, Expat Financial Planning, North America, Pensions, Retirement Planning, US Expats

Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but understanding the...
« Older Entries
Next Entries »

Categories

  • Alex Gover (5)
  • Australia (1)
  • Awards (1)
  • Ben Eccles (9)
  • Brexit (10)
  • Budget (1)
  • Cross-Border Tax (4)
  • Cybersecurity (1)
  • Daniel Lattimer (3)
  • Dion Angove (3)
  • Elections (1)
  • ESG (2)
  • Estate Planning (23)
  • Europe (24)
  • Expat Financial Planning (141)
  • Expat Property Story (1)
  • Financial Crime (2)
  • France (1)
  • George Symes (31)
  • Global Financial Topics (2)
  • Guides (15)
  • Healthcare & Insurance (3)
  • Inheritance Tax (3)
  • Investments (66)
  • Jake Barber (23)
  • Justin Gauden (2)
  • Life & Protection Insurance (7)
  • Lifestyle (2)
  • Lump Sum (1)
  • Markets & Economy (28)
  • Middle East (2)
  • North America (8)
  • Pension Transfers (40)
  • Pensions (116)
  • Property & Capital Gains Tax (1)
  • Randal Stephens (6)
  • Regulations (38)
  • Retirement Planning (70)
  • Rob Hoey (3)
  • Savings (19)
  • SJB Academy (1)
  • SJB Global (85)
  • SJB Service (27)
  • Spain (2)
  • Tax Planning (65)
  • UK (58)
  • US Expats (15)
  • Wealth Management (2)
  • Webinars & Videos (25)
  • Contact Us
  • ESG
  • Regulations
  • Cookie Policy
  • Privacy Policy
  • Data Access Request
  • Transparent Fees
  • Partner Marketing Support
  • Become an SJB Global Partner
Licensing & Regulations

Trusted International Regulatory Framework

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.

Nexus Global
Stay Connected

Sign Up to Our Newsletter

Receive updates, insights and international financial planning news.

Copyright © 2026 SJB Global, All Rights Reserved.
Website Designed and Maintained by Revan Systems
×

Learn From the Pros: Watch Our Previous Webinars for Expert Advice

No Fields Found.
×

Reserve Your Spot Now

Please ensure to submit questions you would like covered so we can make this time as valuable as possible. It is important to do this at least 24 hours before the start of the webinar to ensure we have time to cover as many topics as possible.

If you have any queries, comments or feedback please send through to: [email protected]

×

You can call us directly

+34 951 127 210

9:00am – 5:00pm CET

Administration: +34 951 120 111

Or request a callback

×

Download Your Free SJB Global Brochures

Fill in your details once to unlock all our brochures in one place.

×
Speak to an advisor

Book an obligation-free call

Schedule a convenient time to speak with an SJB Global advisor. Personal guidance, wherever you are in your international journey.

What your call can include

  • Benefits of working with SJB Global
  • Defining your financial goals
  • Understanding your cross-border needs
  • Personal next-step recommendations
Prefer to call?

Talk to us directly

Speak with our team or request a callback and we will help point you in the right direction.
Main Office +34 951 127 210 9:00am – 5:00pm CET
Administration +34 951 120 111

Request a callback

Leave your details below and a member of the team will get back to you.