by SJB Global | Mar 31, 2026 | Expat Financial Planning, George Symes, Retirement Planning, Tax Planning
Relocating overseas is an exciting step, whether driven by career opportunity, lifestyle preference or retirement ambition. From a financial perspective, however, leaving the UK is far more than a change of address. It alters your tax position, regulatory protections...
by SJB Global | Feb 27, 2026 | Expat Financial Planning, SJB Global, Tax Planning
When you live abroad, change tends to be part of life. Careers move quickly. Contracts get extended or cut short. Countries change. Exchange rates move. Tax rules evolve. What felt settled two years ago can look very different today. That is why an annual financial...
by SJB Global | Feb 16, 2026 | Ben Eccles, Estate Planning, Inheritance Tax, Tax Planning, UK, Wealth Management
There is no single official statistic that precisely measures how many people in the UK do not understand Inheritance Tax (IHT). However, multiple surveys and research reports provide strong indications that public understanding is low. Key Findings from Surveys...
by SJB Global | Dec 10, 2025 | Estate Planning, Expat Financial Planning, Inheritance Tax, SJB Global, Tax Planning
For many expats, getting married abroad feels natural. You might be living in a new country, blending cultures, or hosting a ceremony in a place that means something to both of you. But while the celebration may be simple, the cross-border rules behind marriage are...
by SJB Global | Oct 14, 2025 | Expat Financial Planning, Jake Barber, Retirement Planning, Tax Planning
Financial planning is one of the most critical aspects of retiring abroad. While the idea of living overseas is appealing—lower cost of living, cultural experiences, and new adventures—American retirees must carefully navigate Social Security, taxes, retirement...
by SJB Global | Oct 3, 2025 | Expat Financial Planning, Retirement Planning, SJB Global, Tax Planning, 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...
