Expatriate and international tax planning

When planning over the course of your financial career, tax often becomes one of the most important factors to consider, so you need to make sure you don’t pay more tax if you don’t have to.

We help you understand complex tax problems, so that you can plan ahead with a clear mind for you and your family, and get the most out of your money. Depending on your nationality, age & retirement plans, we have specific tax efficient products which could save you before and during retirement.

Frequently Asked Questions

Trust planning is extremely complex and requires a lot of careful consideration due to the sensitivity of the laws attached to them. With a wide range of different trust available, its never been more important to speak to a specialist to make sure you are choosing the correct solution for you.

Offshore trusts offer many benefits for expatriates:

Protecting personal wealth from gains and income taxes;

Protecting business assets;

Creating an international tax plan for cross-border interests;

Reducing or removing an estate’s inheritance tax liability.

Please see our article below which may help you understand more about trusts:

Simplifying international trusts. A must read for expats!

People who are living in one country and working in another (cross-border commuters or frontier workers), working abroad or retired abroad will need to make sure their taxes are in order. Ignorance is certainly not bliss when it comes to tax. Whatever your needs are, we can help you structure your personal tax affairs in a way that will save you time, effort and most importantly money.

You may want to place assets in trust for estate and succession planning reasons or you may be looking to reduce your overall tax liability. Perhaps you’re unsure of the wealth of opportunity you have as an expat. We help create international trust structures for clients, as well as internationally compliant taxation reduction and mitigation strategies, on a daily basis.

Whether you’re onshore or off, a UK tax resident or a British expat, ensuring your tax affairs are in order can require cross-border expertise. Complex tax filing, unfamiliar and changing rules, or just the structure of remittances all make early advice important. If you’re planning to remain in the UK for the long-term, it is also important to plan ahead for the point at which you will become ‘deemed’ UK domiciled. In these circumstances, inheritance tax planning is especially relevant.

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Tax-and-Trusts-When planning over the course of your financial career

Find out the answers to more questions…

Download your FREE “Expat Financial Planning Guide” NOW!

This guide will help you understand and avoid the common mistakes that expats make whilst living overseas. We help you understand the different opportunities that become available as an expat and make sure you do what’s right for you.

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Types of Tax

Problems can arise due to each jurisdiction having different rules, with certain countries taxing foreign income or investments. For many expats, advice in this area is essential to avoid any penalties fines, or even just making sure they aren’t paying any unnecessary taxes. This can include taxation on areas such as Inheritance tax, Estate planning, Corporation tax, Capital gains tax & Income tax

Cross-border taxation

With huge changes to cross border taxation over the last few years including the introduction of CRS (Common reporting standards) providing a much more transparent and regulated marketplace, it is likely that expats who work & invest overseas will have to pay taxes and make tax declarations in two or more countries.

Trust Planning

When it comes to protection from institutions going “belly up”, there is no safer place to store your money. Your money will be held in politically stable countries and in some of the highest regulated places globally. 90% of your assets are ring fenced, meaning that in the unlikely event of a bank collapsing, your have 90% protected. This is one of the highest protections in the world.

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

Invested a lump sum and transferred my pension with SJB Global last month. Happy so far and looking forward to seeing how the investments perform. I was really impressed with the process and explanation of complex terminology.

Barbera Louis

Having previously gotten cold feet after almost going through with the transferal of my UK private pension to a QROPS with another wealth management company who, for a number of (good) reasons I felt uneasy with, I decided to look independently for an alternative adviser and was fortunate to come across Sam Barber quite by chance. Thanks to his endless patience in answering all of my questions and his excellent support throughout the entire process (which seemed very daunting initially), I am now confident that my future pension is in the best hands. He has put my mind at rest over so many issues and my initial lack of trust in such financial institutions has fully dissipated since becoming his client. I have no hesitation in recommending Sam to anyone who is even just considering transferring a pension out of the UK. He will not talk you into anything that you are unsure about and no question is too stupid. He knows what he’s talking about, gives sound advice and is 100% reliable. There are without doubt many sharks out there – happily Sam is not one of them.

Alia Harrison

I transferred my pension 6 months ago after speaking with a number of advisers in relation to my enquiry. Having initially being overwhelmed with the ordeal, Sam made me feel at ease with the whole process. And on our first semi annual review I am very pleased with the performance and feel like I have made the right decision. I would recommend SJB global to any expat who is looking to transfer their pension.

Jade Bolton

I started the process of finding information out about how to transfer my UK pension overseas and got a bit lost with it all. After sending out a few inquiries, I decided to go with Jake as I found his advice and costs to be completely transparent. The other 2 advisers had recommended me a QROPS and Jake said I was best suited to transfer to a SIPP and sent me links to authoritative websites to back up his reasons. I would recommend Jake to anyone who is looking for transparent advice.

Salvador Iglesias

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