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Free Guides
To help expatriates understand often complex financial products and services, SJB Global has created a series of detailed tax and residency guides. These guides will get you thinking about what you need to know before talking to an adviser.
Simply fill in the form once, and you’ll be redirected to our downloads page, where you can access every brochure directly, no repeated forms, just one easy step.
Our Free Tax Guides for Expats section provides general tax and residency information for a variety of countries, helping you navigate the complexities of being an expatriate with confidence.
Our free expatriate guides cover a wide range of topics, including but not limited to:
- UK Pension Transfer Guide
- US Retirement Plans for Non-US Residents
- Moving to France from the UK: A Guide to Tax, Pensions, & Financial Planning
- Taxation in France for Expats Guide
- Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
- Lump-Sum Investments Guide
- Investing in an Offshore Bond Guide
- The Expat Financial Blueprint Guide
- 15 Minute Guide to a Retirement Plan
Each guide is designed to be accessible, providing you with the basic knowledge you need for a more informed discussion with your adviser.
Our free Retirement Quiz can also let you know how ready you are for retirement and life after work:
Downloadable Resources for Expats
Choose the guides that interest you — fill in the form once to unlock access to all of them.
UK PENSION EXPAT GUIDE
US RETIREMENT PLANS FOR NON-US RESIDENTS
Explore essential insights on 401(k), IRA rollovers, tax implications, and retirement planning options in the U.S. for 2024. Maximize your retirement savings with expert advice.
MOVING TO FRANCE FROM THE UK: A GUIDE TO TAX, PENSIONS, & FINANCIAL PLANNING
Outlining the key tax, pension, and financial planning considerations for UK nationals moving to or living in France.
TAXATION IN FRANCE FOR EXPATS GUIDE
An up-to-date snapshot of the taxation in France from the team at SJB Global.
Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
Learn how tax-loss harvesting can reduce taxable income, offset gains, and optimize portfolio performance. Consult a financial advisor to maximize benefits.
Lump-Sum Investments Guide
This guide looks at the process and considerations for making lump sum investments. It helps investors navigate the options available, understand the risks, and make decisions.
Investing Into an Offshore Bond Guide
This guide provides a simple yet comprehensive overview of offshore bonds. It helps explain their structure, requirements, benefits, and key considerations when investing offshore.
The Expat Financial Blueprint Guide
If like many expats you worked in the UK and now live abroad, you likely have a pension. Whether staying or returning, ensure your pensions meet your goals and envisioned lifestyle.
15 Minute Guide to a Retirement Plan
The “15-Minute Guide” simplifies retirement planning with quick steps: assess finances, set goals, estimate funds, create a saving plan, adjust it, use online tools, and consult experts.
Interactive Quizzes & Tools
Test your knowledge and get instant, personalised insights.
How ready are you for Retirement and life after work?
Take this quick assessment and your FREE personalised report will be instantly revealed…