by SJB US | Nov 4, 2024 | Advice, Financial Planning, Inheritance, Pensions, Regulations, SJB US, Tax, UK
The UK’s Autumn Budget 2024 has introduced transformative changes to pension rules, significantly impacting both domestic and overseas pension holders. In a historic move, the government has announced that pensions will now fall under Inheritance Tax (IHT) regulations...
by SJB US | May 7, 2024 | Estate Planning, Inheritance, SJB US
The Backbone of Trusts At the core of every trust are three critical roles: The Settlor: This is the person who creates the trust. They transfer assets into the trust, effectively relinquishing ownership to manage the assets on behalf of the beneficiaries. The...