by SJB US | Sep 9, 2025 | Advice, Pensions, Retirement, SJB US
If you’ve gathered a few pension pots from different jobs, chances are you’re wondering how to bring them together, or whether it even makes sense. You’re not alone. That’s one of the most common questions we hear at SJB Global. How Do You Transfer a Pension?...
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 | Sep 4, 2025 | Advice, Pensions, Retirement, SJB US
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it is vital to know what is happening, what to expect, and how to protect...
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 | Apr 15, 2025 | Advice, Markets, Pensions, SJB US
Any hopes of calm after Monday’s market bounce didn’t last long. The FTSE 100 slipped again on Tuesday (9 April), dragged down by another red day on Wall Street, with the S&P 500 hovering near bear market territory. And it’s not just stocks feeling the pressure —...
by SJB US | Mar 24, 2025 | Advice, Financial Planning, Pensions, SJB US
As the end of the tax year approaches, it’s time to think about pension contributions. For the 2024/25 tax year, the annual allowance, the maximum you can contribute to your pension without incurring a tax charge is £60,000. However, this limit isn’t the...
