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Retiring Abroad in 2025 & 2026: Key Updates for U.S. Citizens

Retiring Abroad in 2025 & 2026: Key Updates for U.S. Citizens

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...
Mastering Retirement Abroad: International SIPPs & Tax Rules for UK Expats

Mastering Retirement Abroad: International SIPPs & Tax Rules for UK Expats

by SJB Global | Sep 10, 2025 | Expat Financial Planning, George Symes, Retirement Planning, Tax Planning

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....
UK Pension Consolidation for Expats: Key Benefits, Risks & Advice

UK Pension Consolidation for Expats: Key Benefits, Risks & Advice

by SJB Global | Aug 26, 2025 | George Symes, Pensions, Retirement Planning, Tax Planning

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,...
U.S. Estate Taxes for Expats (2025): What You Need to Know

U.S. Estate Taxes for Expats (2025): What You Need to Know

by SJB Global | Aug 25, 2025 | Estate Planning, Expat Financial Planning, Jake Barber, Tax Planning

As a U.S. citizen, you are required to pay estate taxes on your worldwide assets, regardless of where you reside. This means that both your U.S.-based and foreign assets fall under U.S. estate tax rules. The positive news, however, is that the estate tax exemption...
Maximize Tax Savings with Tax Loss Harvesting for American Expats

Maximize Tax Savings with Tax Loss Harvesting for American Expats

by SJB Global | Aug 22, 2025 | Jake Barber, Tax Planning, US Expats, Wealth Management

As an American expat, managing your taxes while living abroad can be complicated, especially when it comes to investment income. But there’s one strategy that can help you reduce your U.S. tax bill: Tax Loss Harvesting. This powerful tax strategy can help you...
UK Pension Consolidation for Expats: What You Need to Know

UK Pension Consolidation for Expats: What You Need to Know

by SJB Global | Aug 21, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Retirement Planning, Tax Planning

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,...
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