by SJB Global | Dec 4, 2024 | SJB Global, SJB Service
Customer vulnerabilities are a significant focus under the Consumer Duty regulation, with the Financial Conduct Authority (FCA) emphasizing the need for improved outcomes for all customers, particularly those with vulnerabilities. Here are several strategies wealth...
by SJB Global | Nov 13, 2024 | Advice, Elections, Investments, North America, Regulations, SJB Global
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
by SJB Global | Nov 11, 2024 | Advice, Budget, Expat Property Story, Financial Planning, Regulations, SJB Global, UK
In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
by SJB Global | Nov 4, 2024 | Financial Planning, Pensions, Regulations, SJB Global, Tax, UK
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
by SJB Global | Oct 30, 2024 | Financial Planning, Regulations, SJB Global, UK
The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements. Economic Stability and...
by SJB Global | Oct 2, 2024 | Advice, Financial Planning, Savings, SJB Global
Living abroad can offer unique financial advantages, including a potentially higher disposable income. However, without a strategic savings plan, this additional income can quickly dissipate. Ensuring that your extra surplus income works harder for you is crucial....
