Customer vulnerabilities are a significant focus under the Consumer Duty regulation, with the Financial Conduct Authority (FCA) emphasizing the need for improved outcomes for all customers, particularly those with vulnerabilities. Here are several strategies wealth...
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
Customer vulnerabilities are a significant focus under the Consumer Duty regulation, with the Financial Conduct Authority (FCA) emphasizing the need for improved outcomes for all customers, particularly those with vulnerabilities. Here are several strategies wealth...
When withdrawing from your Self-Invested Personal Pension (SIPP), the amount of tax withheld can vary significantly depending on the tax code applied by HMRC. This article explores the differences between the 1257L Week 1/Month 1 and 1257L Cumulative tax codes and...
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements.Economic Stability and...
The election result is big news and likely to dominate headlines. I’d like to share our stance from our perspective. Long story short, there is little connection between the change in government and the investment markets, although we’ll be keeping a close eye on...
When a relationship breaks down, pensions may not be a top priority, but the jurisdiction where a divorce or dissolution occurs — and how a court handles pensions in the financial settlement — can be crucial, especially if pensions represent significant family...
U.S. elections are pivotal events that shape the political and economic landscape of the country and is some ways the world. Despite the uncertainty that elections bring, historical data shows that markets tend to exhibit growth in the periods leading up to, and...
Brexit has had a significant impact on British expats, particularly in terms of financial planning. The changes have influenced everything from pension access to currency stability, affecting how expats manage their finances abroad. Here’s a breakdown of the key...
Customer vulnerabilities are a significant focus under the Consumer Duty regulation, with the Financial Conduct Authority (FCA) emphasizing the need for improved outcomes for all customers, particularly those with vulnerabilities. Here are several strategies wealth...
When withdrawing from your Self-Invested Personal Pension (SIPP), the amount of tax withheld can vary significantly depending on the tax code applied by HMRC. This article explores the differences between the 1257L Week 1/Month 1 and 1257L Cumulative tax codes and...
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
In a recent podcast on the Expat Property Story, SJB Global’s Principal and Independent Financial Adviser, Jake Barber, explores the Autumn 2024 budget and its potential impact on expats, property investors, and those managing both worlds. Jake covers crucial topics,...
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting domestic and overseas pension holders. In a historic move, the government announced that pensions would fall under Inheritance Tax (IHT) regulations starting in...
The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements.Economic Stability and...
The election result is big news and likely to dominate headlines. I’d like to share our stance from our perspective. Long story short, there is little connection between the change in government and the investment markets, although we’ll be keeping a close eye on...
When a relationship breaks down, pensions may not be a top priority, but the jurisdiction where a divorce or dissolution occurs — and how a court handles pensions in the financial settlement — can be crucial, especially if pensions represent significant family...
U.S. elections are pivotal events that shape the political and economic landscape of the country and is some ways the world. Despite the uncertainty that elections bring, historical data shows that markets tend to exhibit growth in the periods leading up to, and...
Brexit has had a significant impact on British expats, particularly in terms of financial planning. The changes have influenced everything from pension access to currency stability, affecting how expats manage their finances abroad. Here’s a breakdown of the key...
By scheduling an appointment with an advisor they will reach out to you at your requested time. Personal advice, whenever it suits you.
Benefits of our services
Defining your financial goals
Personal recommendations
9:00am – 5:00pm CET
Administration: +34 951 120 111
