by SJB Global | Oct 21, 2025 | Expat Financial Planning, Financial Planning, Justin Gauden, Pensions, UK
UK Chancellor Eyes Cut to Tax-Free Pension Lump Sums—What Expats Need to Know Reports suggest UK Chancellor Rachel Reeves is considering cutting back the tax-free element of pension lump sums in a bid to raise an additional £2bn annually. Currently, retirees can...
by SJB Global | Oct 6, 2025 | Expat Financial Planning, George Symes, Pension Transfers, Pensions, Regulations, Retirement, UK
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
by SJB Global | Aug 18, 2025 | Financial Planning, George Symes, Guides, Pensions, Retirement, Tax, UK
Relocating abroad is an exciting new chapter, but it also brings a host of financial considerations for UK expats. Whether your move is temporary or permanent, preparing your finances properly can help avoid surprises later. From tax obligations to pension management...
by SJB Global | Jul 31, 2025 | Advice, Jake Barber, Pensions, Tax, UK
Starting in April 2027, pension holders in the UK could face a significant shock when it comes to inheritance tax (IHT). Changes in the 2024 UK Budget mean unused pension savings will fall under the IHT regime, potentially exposing beneficiaries to sky-high tax bills....
by SJB Global | Jul 30, 2025 | George Symes, Pension Transfers, Pensions, UK
As a UK expat, managing your pension can be complex. Whether you’re considering transferring your UK pension to your new country of residence or leaving it in the UK, it’s crucial to understand your options. This guide outlines the key considerations and...
by SJB Global | Jul 24, 2025 | Advice, Financial Planning, Pension Transfers, Regulations, SJB Global, UK
Defined benefit pensions have long been seen as one of the most secure ways to fund retirement. But recently, more people have started looking into whether transferring out of a DB scheme could be a better fit for their lifestyle or long-term goals. If you’re...
