by SJB US | Dec 4, 2025 | Cross-Border Tax, Financial Planning, Inheritance, Pensions, Randal Stephens, Tax
Inheriting a UK Pension While Living Abroad: What Non-UK Residents Need to Know If you or your beneficiaries live outside the United Kingdom, inheriting a UK pension can be a complex process.Many British expats and overseas beneficiaries find that their options are...
by SJB US | Nov 12, 2025 | Cross-Border Tax, Estate Planning, Inheritance, SJB US, Tax
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
by SJB US | Oct 2, 2025 | Cross-Border Tax, Estate Planning, Financial Planning, Jake Barber, US Expats
As a U.S. citizen, you are taxed on your worldwide estate, no matter where you live. This means that both your U.S. and foreign assets are subject to U.S. estate taxes. The good news is that the estate tax exemption is very high, which as of 2025 is $13.99 million per...
by SJB US | Oct 1, 2025 | Cross-Border Tax, Estate Planning, Europe, Financial Planning, SJB US, US Expats
Moving across the Atlantic feels like a fresh start, but your finances don’t reset when you land. In fact, managing money as a U.S. expat gets more complex, not less. Before you move, or if you’ve already made the jump, here’s what to watch closely. U.S. Accounts Get...
by SJB US | Sep 11, 2025 | Cross-Border Tax, Financial Planning, Investments, SJB US, Wealth Management
Living overseas brings exciting opportunities and unique financial considerations. Whether you are a UK expat in Portugal, the UAE, or elsewhere, smart investing as an expatriate means more than just choosing the right funds. It is about navigating tax laws, currency...
