by SJB Global | May 22, 2024 | Europe, Expat Financial Planning, North America, Pensions, Randal Stephens, Retirement Planning, Tax Planning
Navigating bureaucracy is often a challenge when living abroad, whether you’re dealing with matters in your new country or managing affairs back in the UK. A clear understanding and proactive approach can greatly help. This article explores the complexities of...
by SJB Global | May 16, 2024 | Pensions, Retirement Planning, SJB Global
Back in 1981, the financial landscape was undergoing significant changes. One such change was the introduction of Section 32 of the Finance Act 1981, a move that allowed pension scheme trustees for the first time to transfer company pension scheme funds to a private...
by SJB Global | May 9, 2024 | Pensions, Retirement Planning, SJB Global
Understanding Defined Benefit Pension Schemes Trust Structure and Trustees’ Responsibilities At the heart of every Defined Benefit pension scheme is a trust, a structure ensuring the scheme’s assets are meticulously managed for the members’ benefit....
by SJB Global | May 7, 2024 | Estate Planning, Life & Protection Insurance, Retirement Planning
Planning For Worst Case Scenario Nobody enjoys contemplating the implications of death or disability, yet neglecting to plan for these eventualities can lead to undue hardship for individuals and their families. It’s vital to approach protection as a...
by SJB Global | Apr 29, 2024 | Expat Financial Planning, Retirement Planning, Savings, SJB Global
Get into the Habit of Saving for the Future Living overseas often comes with the advantage of having a larger disposable income. However, it’s crucial to ensure that this surplus income works harder for you. By developing a habit of saving for the future, you...
by SJB Global | Apr 11, 2024 | Expat Financial Planning, Retirement Planning, SJB Global
France! A country synonymous with culinary delights, artistic heritage, and now, your new home as an expat. But there’s a crucial aspect you need to navigate with care: your finances. Living in a new country comes with its set of financial challenges, from...
