by SJB Global | May 12, 2025 | Estate Planning, Expat Financial Planning, France, George Symes, Investments, Retirement Planning, Tax Planning
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 | Apr 30, 2025 | Dion Angove, Expat Financial Planning, Investments, Tax Planning
Returning to the UK after a period of living overseas requires more than booking a flight. With the UK’s tax reforms now in effect from 6 April 2025, British citizens must understand how their foreign-held assets are treated under the new residence-based taxation...
by SJB Global | Mar 27, 2025 | Ben Eccles, Expat Financial Planning, Tax Planning, UK
If you’re wondering how to prove your UK residency for tax purposes, you’re not alone. As of April 6, 2025, the UK is moving away from the old domicile-based tax system and switching to a residency-based approach. This means that your tax obligations will...
by SJB Global | Dec 2, 2024 | Ben Eccles, Tax Planning
When withdrawing from your Self-Invested Personal Pension (SIPP), the amount of tax withheld can vary significantly depending on the tax code applied by HMRC. This article explores the differences between the 1257L Week 1/Month 1 and 1257L Cumulative tax codes and...
by SJB Global | Nov 4, 2024 | Expat Financial Planning, Pensions, Regulations, SJB Global, Tax Planning, 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 21, 2024 | Expat Financial Planning, North America, Randal Stephens, Regulations, Tax Planning
As a financial advisor, I frequently encounter clients who are blindsided by the realization that they are accidental Americans and face unexpected U.S. tax obligations. American citizenship, while offering numerous benefits, comes with significant tax...
