by SJB US | May 20, 2024 | Estate Planning, SJB US
Essential Guide to Basic Will Planning: Thinking about the future and what happens after we’re gone isn’t exactly everyone’s cup of tea. But planning your will, is a step too many of us shy away from. Understanding the basics of will planning...
by SJB US | May 16, 2024 | Advice, Investments, Pension Transfers, Pensions, SJB US, UK
Key Rules, Tax Implications, and Expert Tips So, you’ve decided to swap your rainy UK weather for sunnier European shores, but your ISA is begging you not to leave it behind. Don’t worry, managing your ISA from abroad is no Herculean task. With some fresh...
by SJB US | May 16, 2024 | Pensions, Retirement, SJB US
Back in 1981, the financial landscape was undergoing significant changes. One such change was the introduction of Section 32 of the Finance Act 1981, a move that allowed pension scheme trustees for the first time to transfer company pension scheme funds to a private...
by SJB US | May 16, 2024 | Pensions, Retirement, SJB US
Why Young Boomers Face Wealth Challenges in Retirement A new analysis conducted by the Centre for Retirement Research at Boston College has revealed that younger baby boomers entering retirement are facing significant challenges in terms of their wealth accumulation....
by SJB US | May 13, 2024 | Pensions, Rob Hoey
A Short Guide for Expats Understanding state pension benefits is a crucial aspect of retirement planning for expats. Each region has its state pension system with unique requirements and benefits. This short guide will provide expats with information on state pension...
