by SJB Global | Jun 13, 2024 | Advice, Estate Planning, Financial Planning, SJB Global, Tax
A Shift from Domicile to Residency Status Explained There have been significant proposed changes to the UK’s tax regime concerning non-domiciled individuals and how it impacts inheritance tax (IHT). Here’s an overview based on the latest updates from the...
by SJB Global | May 23, 2024 | Financial Planning, SJB Global
Estate planning isn’t just about drafting a will or setting up trusts; it’s an art that involves strategic planning and foresight, more so when one needs to handle potential inheritance tax (IHT) liabilities. One of the most effective tools at your...
by SJB Global | May 20, 2024 | Estate Planning, SJB Global
Essential Guide to Basic Will Planning: Thinking about the future and what happens after we’re gone isn’t exactly everyone’s cup of tea. But planning your will, is a step too many of us shy away from. Understanding the basics of will planning...
by SJB Global | May 16, 2024 | Markets, SJB Global, UK
A Financial Adviser’s Guide to Navigating Uncertainty As a financial adviser, it’s my responsibility to stay abreast of market fluctuations to offer the most current and effective advice to my clients. The UK’s financial markets are presently at a...
by SJB Global | May 16, 2024 | Pensions, Retirement, 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 15, 2024 | Markets, SJB Global
What Does it Mean to Markets? As we approach a pivotal period in global politics, it’s crucial for our esteemed clients to understand the potential implications of the upcoming elections on the financial landscape. The Prime Minister of the United Kingdom,...
