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Whether you’re just starting out on your financial journey or looking to fine-tune your existing plan, our videos and podcasts provide expert insights to help you make informed decisions. From budgeting and saving to investing and planning for retirement, we cover a wide range of topics to empower you to take control of your finances.
Leaving the US and moving abroad? One of the biggest financial questions expats face is: what happens to my US retirement accounts — like 401(k)s and IRAs — once I live overseas? In this week’s video, Jake Barber (Principal/Independent...
Are you a US citizen living abroad? If so, you’ll quickly discover there are strict investment restrictions for US persons overseas — and not knowing the rules can cost you. Whether you’re working overseas, retiring abroad, or planning...
How is UK inheritance tax applied to your pension if you live overseas? 🇬🇧✈️ For many UK expats, pensions are a cornerstone of retirement planning — but what happens when inheritance tax (IHT) rules come into play? In this video, Jake...
Welcome to Day 5 — the final part of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Jake Barber closes the series with a critical topic: estate planning for UK expats. Wills, inheritance tax, and cross-border rules can be very...
Welcome to Day 4 of our Top 5 Mistakes to Avoid as a Brit Moving Abroad series. Today, Jake Barber tackles a big one: UK pensions.Too many expats forget to review or properly structure their pensions before moving abroad, and it can cost...
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....
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...
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...
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...
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?...
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...
