by SJB US | Nov 5, 2025 | Financial Planning, Pensions, Retirement, SJB US
Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer genuine value, broad investment access, and expat-focused servicing can...
by SJB US | Nov 4, 2025 | Financial Planning, Investments, SJB US, Wealth Management
A lot of people find us after feeling let down by previous advisers. The focus was on selling products, not creating a plan. The advice felt rushed. Short-term. Impersonal. I’ve seen this too many times. And I get why it’s frustrating. Especially when you’re living...
by SJB US | Oct 29, 2025 | Expat Lifestyle, Financial Planning, Jake Barber, Retirement, Retirement savings
Retirement abroad offers more than financial freedom—it provides the opportunity to embrace a new lifestyle, explore different cultures, and create lasting memories. For American retirees, adjusting to life overseas can be both exciting and challenging. From making...
by SJB US | Oct 28, 2025 | Financial Planning, Jake Barber, Retirement
Retirement is one of life’s most exciting chapters—but for many Americans, it also brings tough questions. Could living abroad be right for you? What about your healthcare, finances, and legal obligations? Increasingly, American retirees are exploring life overseas....
by SJB US | Oct 27, 2025 | Estate Planning, Financial Planning, Guides, Jake Barber, Retirement, Tax
Retiring abroad offers freedom and adventure, but it also introduces complex tax and legal considerations for American retirees. The U.S. is one of the few countries that taxes its citizens on worldwide income, meaning even living overseas doesn’t automatically exempt...
