by SJB Global | May 19, 2025 | Expat Financial Planning, George Symes, Guides, Pensions, Retirement Planning, Tax Planning, UK
What’s Inside This Guide Thank you for taking the time to read our UK State Pension Guide for Expats. In this guide, you’ll find: Information on how to check your UK National Insurance record How to complete a request to pay missing years of contributions for UK...
by SJB Global | May 5, 2025 | Europe, Expat Financial Planning, George Symes, Investments, Pensions, Retirement Planning, UK
An International SIPP (Self-Invested Personal Pension) is a UK-registered pension arrangement tailored for British nationals living overseas. It allows expats to retain control over their UK pension investments while benefiting from the regulatory protections of the...
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 | Mar 11, 2025 | Estate Planning, Expat Financial 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 | Expat Financial Planning, Investments, Markets & Economy, 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 | Expat Financial Planning, Pensions, SJB Global, 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...
