by SJB US | Apr 30, 2025 | Advice, Investments, SJB US, Tax
Returning to the UK after a period of living overseas requires more than booking a flight. With the UK’s tax reforms now in effect from 6 April 2025, British citizens must understand how their foreign-held assets are treated under the new residence-based taxation...
by SJB US | Apr 24, 2025 | Advice, Investments, SJB US
Imagine finding an investment that guarantees returns with absolutely no risk. Sounds perfect, right? But does such an opportunity truly exist, or is it just a financial myth? Let’s explore the concept of risk-free investing. Understanding the Notion of...
by SJB US | Apr 22, 2025 | Advice, Financial Planning, Investments, Markets, SJB US
We’ve seen firsthand how unpredictable the markets have been in 2025. One moment the S&P 500 drops 10% in a week, and the next, it rebounds just as quickly. It’s no surprise many of our clients are asking the same thing: How do I protect my retirement savings when...
by SJB US | Apr 17, 2025 | Advice, Financial Planning, SJB US
When it comes to managing your finances, the type of advice you receive can significantly impact your financial well-being. One term you might encounter is “independent adviser.” But what does it truly mean to have an independent adviser, and how does it...
by SJB US | Apr 15, 2025 | Advice, Markets, Pensions, SJB US
Any hopes of calm after Monday’s market bounce didn’t last long. The FTSE 100 slipped again on Tuesday (9 April), dragged down by another red day on Wall Street, with the S&P 500 hovering near bear market territory. And it’s not just stocks feeling the pressure —...
