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 24, 2025 | Financial Planning, Guides, Healthcare & Insurance, Jake Barber, Retirement
Are you considering retirement abroad? You’re not alone. An increasing number of Americans are choosing to retire abroad from the USA, attracted by lower living costs, affordable healthcare, and a more relaxed lifestyle. If you’ve been wondering why retiring overseas...
by SJB US | Oct 23, 2025 | Financial Planning, Guides, Healthcare & Insurance, Jake Barber, Tax
Financial planning is one of the most critical aspects of retiring abroad. While the idea of living overseas is appealing—lower cost of living, cultural experiences, and new adventures—American retirees must carefully navigate Social Security, taxes, retirement...
by SJB US | Oct 20, 2025 | Financial Planning, Pensions, Retirement, SJB US, Tax
Relocating abroad is an exciting new chapter, but it also brings a host of financial considerations for UK expats. Whether your move is temporary or permanent, preparing your finances properly can help avoid surprises later. From tax obligations to pension management...
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...
