Free Guides
To help expatriates understand often complex financial products and services, SJB US has created a series of detailed tax and residency guides. These guides will get you thinking about what you need to know before talking to an adviser.
Simply fill in the form once, and you’ll be redirected to our downloads page, where you can access every brochure directly, no repeated forms, just one easy step.
Our Free Tax Guides for Expats section provides general tax and residency information for a variety of countries, helping you navigate the complexities of being an expatriate with confidence.
Our free expatriate guides cover a wide range of topics, including but not limited to:
- Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
- 2024 Guide to 401(k) & Retirement Plans in the U.S
Each guide is designed to be accessible, providing you with the basic knowledge you need for a more informed discussion with your adviser.
Downloadable Resources for Expats
Choose the guides that interest you — fill in the form once to unlock access to all of them.
THE GUIDE TO MOVING ABROAD FROM THE USA
Moving abroad as a U.S. citizen comes with unique tax, investment, and planning challenges. This comprehensive 2026 guide breaks down everything Americans need to know.
UK PENSION EXPAT GUIDE
This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser.
US RETIREMENT PLANS FOR NON-US RESIDENTS
Explore essential insights on 401(k), IRA rollovers, tax implications, and retirement planning options in the U.S. for 2024. Maximize your retirement savings with expert advice.
Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
Learn how tax-loss harvesting can reduce taxable income, offset gains, and optimize portfolio performance. Consult a financial advisor to maximize benefits.
15 Minute Guide to a Retirement Plan
The “15-Minute Guide” simplifies retirement planning with quick steps: assess finances, set goals, estimate funds, create a savings plan, adjust it, use online tools, and consult experts.
