by SJB US | Sep 5, 2025 | Advice, Guides, Pension Transfers, Pensions, SJB US
As a UK expat, managing your pension can be complex. Whether you’re considering transferring your UK pension to your new country of residence or leaving it in the UK, it’s crucial to understand your options. This guide outlines the key considerations and...
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 | Jun 5, 2024 | Advice, Financial Planning, Guides, Rob Hoey
A Short Financial Guide for Brits in the US Just like any international move, the financial transition for UK expats in the USA can be complicated. Here’s how to ensure your financial health remains robust as you adapt to your new American life. Understanding...
by SJB US | May 24, 2024 | Advice, Alex Gover, Europe, Financial Planning, Guides, North America, Retirement, Tax, US Expats
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
by SJB US | May 22, 2024 | Advice, Alex Gover, Brexit, Europe, Guides, Middle East, North America, Pensions, Tax, UK
Expatriates often contemplate whether transferring their UK pensions is the right choice. In this article, we’ll delve into these questions and explore the considerations surrounding the decision. I will also point out some of the key differences between a SIPP...
