by SJB Global | Jun 21, 2024 | Expat Financial Planning, Jake Barber, Tax Planning, UK
A Step-by-Step Guide Within a UK pension, including a SIPP, your gross pension is subject to PAYE income tax unless you personally apply to HM Revenue & Customs (HMRC) for exemption on the grounds that you are non‐resident. Should you wish to apply for an...
by SJB Global | Jun 18, 2024 | Estate Planning, Expat Financial Planning, Jake Barber, UK
When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The complexities of international law mean that the validity of an English...
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...
