by SJB Global | Jun 14, 2024 | Expat Financial Planning, Pensions, UK
Imagine a world where your retirement savings can be invested in anything from beachfront property in Bali to a collection of fine wines, all while being protected from the taxman’s reach. Welcome to the realm of Qualifying Non-UK Pension Schemes, or QNUPS,...
by SJB Global | Jun 11, 2024 | Estate Planning, Expat Financial Planning, Jake Barber, Pensions, Regulations, UK
Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The tax implications can vary significantly depending on the type of...
by SJB Global | Jun 11, 2024 | Brexit, Expat Financial Planning, Pension Transfers, Pensions, UK
Ah, Brexit. The gift that keeps on giving, like a fruitcake that’s been passed around the family for years, or that email chain letter your aunt keeps forwarding. Just when you think you’ve got a handle on it, Brexit throws another curveball. This time,...
by SJB Global | Jun 8, 2024 | Expat Financial Planning, Guides, Jake Barber, Pensions, UK
In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
by SJB Global | May 30, 2024 | Expat Financial Planning, Investments, UK
Thinking about your pension might conjure images of a cosy retirement, but have you ever wondered what your pension is up to right now? While you’re dreaming of future holidays and leisurely mornings, your pension is busy playing the stock market, dabbling in bonds,...
by SJB Global | May 22, 2024 | Alex Gover, Brexit, Europe, Expat Financial Planning, Guides, Middle East, North America, Pensions, Tax Planning, UK
Expatriates often contemplate whether transferring their UK pensions is the right choice. In this article, we’ll delve into these questions and explore the considerations surrounding the decision. I will also point out some of the key differences between a SIPP...
