by SJB US | Mar 11, 2025 | Advice, Estate Planning, SJB US, UK
If you’re a UK-domiciled expat, navigating estate planning can feel like trying to solve a Rubik’s Cube blindfolded. Living abroad doesn’t necessarily exempt you from the UK’s inheritance tax (IHT), which stands at a substantial 40%. Without...
by SJB US | Jun 18, 2024 | Advice, Estate Planning, Jake Barber, UK
When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The complexities of international law mean that the validity of an English...
by SJB US | Jun 13, 2024 | Advice, Estate Planning, Financial Planning, SJB US, Tax
A Shift from Domicile to Residency Status Explained There have been significant proposed changes to the UK’s tax regime concerning non-domiciled individuals and how it impacts inheritance tax (IHT). Here’s an overview based on the latest updates from the...
by SJB US | Jun 11, 2024 | Advice, Estate Planning, Jake Barber, Pensions, UK
Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The tax implications can vary significantly depending on the type of...
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 7, 2024 | Estate Planning, Protection, Retirement, SJB US
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...
