by SJB US | Dec 4, 2025 | Cross-Border Tax, Financial Planning, Inheritance, Pensions, Randal Stephens, Tax
Inheriting a UK Pension While Living Abroad: What Non-UK Residents Need to Know If you or your beneficiaries live outside the United Kingdom, inheriting a UK pension can be a complex process.Many British expats and overseas beneficiaries find that their options are...
by SJB US | Nov 12, 2025 | Cross-Border Tax, Estate Planning, Inheritance, SJB US, Tax
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
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...
