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 6, 2025 | Advice, Financial Planning, Retirement, 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 | 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....
