Navigating Life’s Uncertainties
Planning For Worst Case Scenario Nobody enjoys contemplating the implications of death or disability, yet neglecting to plan for these eventualities can lead to undue hardship for individuals and their families. It’s vital to approach protection as a...
Why Use a Trust?
The Backbone of Trusts At the core of every trust are three critical roles: The Settlor: This is the person who creates the trust. They transfer assets into the trust, effectively relinquishing ownership to manage the assets on behalf of the beneficiaries. The...
How SJB US conduct an X-Ray Review
Here at SJB US, we pride ourselves on putting our clients first. One of the initial stages of our engagement with someone before they are client takes the form of an ‘X-Ray Review’. This comprises a deep dive into your existing financial arrangements in the hope of helping you to make the best possible informed decision for your portfolio.
How British Expats in the USA are Impacted by the 2021 UK Government Budget
This article will help you understand why budget changes have come into force as well as how they affect UK expats that reside in USA
