In this on-demand webinar, Jake Barber, joined by SJB financial specialists Matthew Quinn and Randal Stephens, breaks down the key outcomes of the 2025 UK Autumn Budget and what they mean for individuals living and investing internationally. The session explores how...
Leaving the US and moving abroad? One of the biggest financial questions expats face is: what happens to my US retirement accounts — like 401(k)s and IRAs — once I live overseas? In this week’s video, Jake Barber (Principal/Independent Financial Adviser with the SJB...
Are you a US citizen living abroad? If so, you’ll quickly discover there are strict investment restrictions for US persons overseas — and not knowing the rules can cost you. Whether you’re working overseas, retiring abroad, or planning your move, understanding these...
How is UK inheritance tax applied to your pension if you live overseas? 🇬🇧✈️ For many UK expats, pensions are a cornerstone of retirement planning — but what happens when inheritance tax (IHT) rules come into play? In this video, Jake Barber (Principal/Independent...
Welcome to Day 5 — the final part of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Jake Barber closes the series with a critical topic: estate planning for UK expats. Wills, inheritance tax, and cross-border rules can be very different once you leave the...
Welcome to Day 4 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Today, Jake Barber tackles a big one: UK pensions.Too many expats forget to review or properly structure their pensions before moving abroad, and it can cost them dearly. Jake explains...
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