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...
by SJB US | Sep 2, 2025 | Advice, Financial Planning, Jake Barber, Retirement, Tax
If you’re an American living overseas, your Roth 401(k) or Roth IRA might not be the tax-free haven you think it is. While these accounts offer tax-free growth and withdrawals in the U.S., things get complicated when you move abroad. Here’s what you need...
by SJB US | Aug 28, 2025 | Financial Planning, Guides, Investments, SJB US, UK
Moving overseas as a UK expat opens exciting new financial opportunities but also brings challenges, especially when investing a lump sum. Whether you have inherited money, saved a windfall, or are transferring assets internationally, knowing how to invest wisely can...
by SJB US | Aug 27, 2025 | Financial Planning, Jake Barber, Retirement, Tax
Are you an American expat who’s just been told by your 401(k) provider that they can’t manage your account while you’re living overseas? You’re not alone! Many U.S. expats face this dilemma when their 401(k) provider suddenly gives them a deadline to...
by SJB US | Aug 4, 2025 | Financial Planning, Investments, Jake Barber, Regulations
Investors are always on the lookout for ways to understand what’s happening in the market. One tool that’s been getting more attention lately? M2 money supply. It’s a key measure of how much money is floating around in the economy, and that can tell you a lot about...
by SJB US | Jul 31, 2025 | Advice, Financial Planning, Investments, Jake Barber, Regulations, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
