by SJB US | Oct 11, 2024 | Advice, Investments, Jake Barber, Regulations, Tax
For British expatriates, managing the risk of double taxation—being taxed in both the home and host countries—poses a significant financial challenge. This guide provides insights into navigating double taxation and leveraging double taxation agreements (DTAs) to...
by SJB US | Oct 4, 2024 | Financial Planning, Jake Barber, Tax
Navigating tax residency rules is a critical and complex aspect of financial planning for British expatriates. Proper understanding and management of one’s tax residency can significantly impact tax liabilities in both the UK and the host country. This guide...
by SJB US | Jun 18, 2024 | Advice, Estate Planning, Jake Barber, UK
When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The complexities of international law mean that the validity of an English...
by SJB US | Jun 11, 2024 | Advice, Estate Planning, Jake Barber, Pensions, UK
Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The tax implications can vary significantly depending on the type of...
by SJB US | Jun 8, 2024 | Advice, Jake Barber, Pensions, Regulations, UK
In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
