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...
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 | 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...
