by SJB Global | Jul 7, 2025 | Financial Planning, Investments, Jake Barber, Regulations, Retirement, Tax, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
by SJB Global | May 19, 2025 | Advice, Financial Planning, George Symes, Guides, Pensions, Retirement, Tax, 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...
by SJB Global | May 12, 2025 | Estate Planning, Financial Planning, France, George Symes, Investments, Retirement, Tax
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...
by SJB Global | May 5, 2025 | Advice, Europe, Financial Planning, George Symes, Investments, Pensions, Retirement, 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...
by SJB Global | Mar 5, 2025 | Advice, Financial Planning, Investments, Markets, Retirement, 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...
by SJB Global | May 24, 2024 | Advice, Alex Gover, Europe, Financial Planning, Guides, Investments, North America, Retirement, 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....
