by SJB Global | Mar 11, 2025 | Advice, Estate Planning, SJB Global, UK
If you’re a UK-domiciled expat, navigating estate planning can feel like trying to solve a Rubik’s Cube blindfolded. Living abroad doesn’t necessarily exempt you from the UK’s inheritance tax (IHT), which stands at a substantial 40%. Without...
by SJB Global | Feb 17, 2025 | Advice, Financial Planning, Investments, Markets, SJB Global, UK
Change is constant, but some shifts are so big that they redefine industries, societies, and even how we live our daily lives. These are known as megatrends, large, transformative forces that evolve over time but have long-term impacts. From technology to...
by SJB Global | Feb 6, 2025 | Advice, Financial Planning, Pensions, SJB Advice, UK
The UK government’s latest pension reforms have stirred up a mix of excitement and concern. By loosening the rules on how pension funds can be invested, the plan is designed to unlock billions of pounds and direct that capital toward driving economic growth. Pension...
by SJB Global | Nov 11, 2024 | Advice, Budget, Expat Property Story, Financial Planning, Regulations, SJB Global, UK
In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
by SJB Global | Nov 4, 2024 | Financial Planning, Pensions, Regulations, SJB Global, Tax, 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 30, 2024 | Financial Planning, Regulations, SJB Global, UK
The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements. Economic Stability and...
