Expert Insights for Life Abroad
Join our upcoming webinars covering tax, pensions, and financial planning for expats, internationally mobile families, and those planning their next chapter overseas.
Guidance from globally experienced advisers
Practical sessions designed to help you make confident financial decisions across borders.
Don’t Miss Our Next Live Session
Our upcoming webinar focuses on helping high net worth individuals understand the financial considerations of leaving the UK.
Expect practical guidance, real world insight, and clear next steps from advisers who work with internationally mobile clients every day.
The High Net Worth Guide to Exiting the UK
Dion Angove & George SymesLeaving the UK? This webinar explores the costly tax mistakes many high earners make when relocating abroad, and how careful planning before you leave can help reduce exposure to UK tax, CGT, and IHT. We’ll cover why your exit timing matters, the biggest relocation pitfalls to avoid, and how to build a structure that works both before and after your move.
What’s Coming Up
Join future sessions covering tax, retirement abroad, pensions, and financial planning for life overseas.
The American Expat Blueprint
Tax, compliance & planning in Spain
Randal Stephens, Matthew Quinn & Puneet GuptaJoin SJB Global and Aequify for an essential session designed for U.S. citizens living in, or relocating to, Spain. This practical webinar unpacks U.S. tax compliance abroad, investment and pension planning, estate considerations, and the broader wealth decisions that come with building a life across two countries.
Mastering Tax as a US Expat
US Audience
Matt Quinn & Daniel LattimerLiving abroad as a US citizen comes with unique tax obligations, but that doesn’t mean you should be paying more than necessary. In this webinar, we’ll explore how to avoid double taxation, the common mistakes expats make with foreign income, pensions, and investments, and how IRS reporting requirements can affect your financial life overseas.
Retire Anywhere: The Expat’s Guide
All Audiences
Dion Angove & Iain MckayRetiring internationally brings opportunities, but also complex financial decisions across pensions, tax, and long term planning. In this webinar, we’ll explore how to build a retirement strategy that works across multiple countries, avoid common pension pitfalls when moving abroad, and understand where your retirement income may be taxed.