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 | 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...
