by SJB US | Nov 19, 2025 | Guides, Pension Transfers, Pensions, QROPS, SJB US
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
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 | 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...
