It’s Day 3 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series with Jake Barber. Today’s focus: not having a financial plan.Moving abroad isn’t just about logistics — it’s about ensuring your money works for you in the long term. Jake explains why creating a...
Day 2 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series.Today, Jake Barber highlights one of the most important — and confusing — areas of expat life: tax residency. Not knowing where you’re tax resident can lead to double taxation, penalties, and...
Welcome to Day 1 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series! In this episode, Jake Barber (Principal and Independent Financial Adviser with the SJB team) explains why so many UK expats get caught out by not understanding how UK financial products...
QROPS Fees vs. SIPPs: Are You Paying Too Much? | Offshore Pension Costs Explained Are you overpaying on your QROPS (Qualifying Recognised Overseas Pension Scheme) fees? In this video, Jake Barber breaks down the costs of QROPS with offshore bonds compared to SIPPs...
Jake breaks down the key principles of international investment planning, covering everything from risk assessment to asset allocation strategies. The Importance of Tax Neutrality When Investing Are you an expat or planning to move abroad? Managing your investments...
Jake breaks down the key principles of international investment planning, covering everything from risk assessment to asset allocation strategies. Here’s what you’ll learn: (00:05) Risk and Asset Allocation: Understanding your risk tolerance is crucial....
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