by SJB Global | Feb 9, 2023 | Investments, Regulations, UK
UK domiciled funds, also known as UK dom funds, are investment funds that are incorporated and regulated in the United Kingdom. These funds are typically managed by investment companies and offer a wide range of investment options, such as equities, bonds, and real estate.
by SJB Global | Nov 16, 2022 | Investments, Markets & Economy, UK
The Bank of England (BoE) announced that it had intervened to prevent a pension fund crisis. On Sept. 23, following the new government’s fiscal policy announcements, the Financial Policy Committee intervened after a massive sell-off of U.K. government bonds. As...
by SJB Global | Oct 17, 2022 | Pension Transfers, Pensions, Retirement Planning, Tax Planning, UK
There has been a lot of change in the UK recently, with a new prime minister taking over. This article looks at how these events could impact taxes and pensions for investors. It is important to stay up-to-date on developments so that you can make informed decisions...
by SJB Global | Aug 1, 2022 | Europe, Investments, Tax Planning, UK
If you are an expat living in Portugal, it’s important to take the time to properly plan. We all know that taxes can be tricky, especially when it comes to passing on your assets. Unfortunately, many make common mistakes that can cost them dearly down the road....
by SJB Global | Mar 22, 2022 | Regulations, Retirement Planning, Tax Planning, UK
Hearing about the Spring Budget or Statement? You’re not alone. The finance sector is always on edge when it comes time for these statements, as people know that there will be some sort of new tax law soon which may have positive or negative consequences. This year might seem like an exception though – with little information released so far by HM Treasury and none since Rishi Sunak spoke at length before his Autumn 2021 Budget Address last month! With the cost of living going up and little sign that things will improve anytime soon, many people are wondering what measures might be taken by Chancellor George Osborne to help ease their pain.
by SJB Global | Oct 11, 2021 | Pensions, Regulations, UK
Pension simplification came into effect from 6th April 2006 to rationalise the British tax system regarding pension schemes. One of the policies introduced was the lifetime allowance for all UK pensions.
