US Investment Plans
FATCA-Compliant Investment Solutions Designed for US Expats
US taxpayers often find it difficult to hold their legitimate assets outside the US. This is because the US tax authority, the IRS, taxes US citizens on their worldwide income. However, there are ways for US taxpayers to hold their assets outside the US in a way that is compliant with FATCA and tax-efficient.
Many firms are reluctant to help due to the high compliance and reporting burden for everyone involved, including investors, custodians, and advisers. SJB Global can offer both US-compliant investment and retirement options for US-connected individuals. We consider whether compliant US solutions are both tax-efficient in the US as well as their country of residence, thus highlighting the importance of cross-border advice and regulations. Your likely retirement destination also needs to be considered, as some of the options available may offer greater benefits should you retire in certain countries.
Moving Abroad? Get your FREE expert guide to managing U.S. retirement accounts—fill in the form to access your download and unlock even more resources for Americans overseas.
US-Compliant Investment Platforms for Expats
We work alongside US-compliant investment platforms specifically designed for American expats. These platforms allow you to access a wide range of investments while ensuring full compliance with IRS reporting requirements. They provide detailed reporting and automatic tax handling, making international investing simpler and more transparent.
Multi-Currency Investments
Invest in major currencies including USD, GBP, and EUR, giving you flexibility and control over your portfolio.
IRS-Compliant Reporting
Platforms handle 1099 and 1042 reporting, and withholding tax is deducted directly from your portfolio each month.
Diverse Investment Options
Access non-PFIC options such as ETFs, mutual funds, stocks, and bonds, all in a compliant structure.
Flexible Accounts
Enjoy online access, transparent fees, and no hidden charges or surrender penalties for total peace of mind.
Your Free Guide to U.S. Retirement Plans Abroad
Get access to our comprehensive PDF guide: U.S. Retirement Plans for Non-U.S. Residents.
Inside, you’ll find expert insights on:
- Managing your retirement accounts overseas
- Rollovers, withdrawals, and tax implications
- Understanding 401(k), IRA, Roth, and other plans
- Key strategies for avoiding double taxation
- Estate planning and cross-border considerations
This free guide is just one of many resources we’ve created for expats. By filling in the form, you’ll unlock access to our entire downloads page, packed with additional guides on tax, pensions, and financial planning for Americans abroad.

See What Our Clients Say
Ready to Get Started?
Managing finances across the US and the UK doesn’t have to be complicated. With expert advice, you can stay compliant, tax-efficient, and confident about your financial future.
What does the obligation free call include?
An initial 15-minute introduction call explaining our services and how we can help.
We go through a fact-finding exercise so we can then provide a full financial planning report including a personalised retirement forecast with future projections and work out how on track you are.
Lastly, we will provide a recommendation on any areas where we feel you could improve.
Who is SJB Global and meet your adviser
Our regulations, Independence and Fees
Our process from start to finish
Area we help with including:
UK Pension Advice
Retirement Planning
Investment Planning
Tax Planning
US Expat Services
International Estate Planning
Note: Minimum managed assets for SJB Global is £100,000 or currency equivalent.
Licensing & Regulations
Nexus Global specialises in providing a regulatory platform and compliance support to international financial advisers and intermediaries to enable them to meet regulatory requirements to provide their clients with a professional service. The financial advisers trading under SJB Global are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 3647: http://www.fsc.gi/regulated-entity/blacktower-financial-management-international-limited-3647.


