by SJB Global | Oct 3, 2025 | Financial Planning, Retirement, SJB Global, Tax, 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, Tax
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 | Advice, Cross-Border Tax, George Symes, Pensions, Retirement
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...
by SJB Global | Aug 26, 2025 | George Symes, Pensions, Retirement, Tax
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
by SJB Global | Aug 21, 2025 | Advice, George Symes, Pension Transfers, Pensions, Retirement, Tax
For many UK expats, managing multiple pension pots across different employers and schemes can be confusing and inefficient. Consolidating your UK pensions into one manageable plan may seem appealing, but it requires careful consideration. Understanding the benefits,...
by SJB Global | Aug 20, 2025 | Expat Financial Planning, Jake Barber, Pensions, Retirement, Tax
As an American expat, one of the most important financial decisions you might face is whether to perform a Roth conversion before moving abroad. A Roth conversion involves transferring funds from a traditional retirement account (like a Traditional IRA or 401(k)) into...
