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 29, 2025 | Advice, Jake Barber, Pensions, Tax
Starting in April 2027, pension holders in the UK could face a significant shock when it comes to inheritance tax (IHT). Changes in the 2024 UK Budget mean unused pension savings will fall under the IHT regime, potentially exposing beneficiaries to sky-high tax bills....
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...
by SJB US | Aug 4, 2025 | Financial Planning, Investments, Jake Barber, Regulations
Investors are always on the lookout for ways to understand what’s happening in the market. One tool that’s been getting more attention lately? M2 money supply. It’s a key measure of how much money is floating around in the economy, and that can tell you a lot about...
by SJB US | Jul 31, 2025 | Advice, Financial Planning, Investments, Jake Barber, Regulations, US Expats
If you’re an American living abroad, managing your investments can get tricky. I’ve worked with a lot of expats over the years, and the same issues come up again and again. U.S. tax laws, foreign regulations, and compliance rules can all limit what you can do...
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...
