by SJB US | May 24, 2024 | Advice, Alex Gover, Europe, Financial Planning, Guides, North America, Retirement, Tax, US Expats
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
by SJB US | May 24, 2024 | Advice, Daniel Lattimer, Financial Planning, North America, Pensions, Retirement, US Expats
Traditional IRA vs. 401(k): Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but...
by SJB US | May 23, 2024 | Financial Planning, SJB US
Estate planning isn’t just about drafting a will or setting up trusts; it’s an art that involves strategic planning and foresight, more so when one needs to handle potential inheritance tax (IHT) liabilities. One of the most effective tools at your...
by SJB US | May 22, 2024 | Advice, Alex Gover, Brexit, Europe, Guides, Middle East, North America, Pensions, Tax, UK
Expatriates often contemplate whether transferring their UK pensions is the right choice. In this article, we’ll delve into these questions and explore the considerations surrounding the decision. I will also point out some of the key differences between a SIPP...
by SJB US | May 22, 2024 | Advice, Pensions, Randal Stephens, Retirement
Navigating bureaucracy is often a challenge when living abroad, whether you’re dealing with matters in your new country or managing affairs back in the UK. A clear understanding and proactive approach can greatly help. This article explores the complexities of...
