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 19, 2025 | Guides, Pension Transfers, Pensions, QROPS, SJB US
Thinking about transferring your UK pension to a Qualifying Recognised Overseas Pension Scheme (QROPS)? Recent 2025 rule updates mean this familiar route now comes with more constraints and charges. For UK expats, understanding the latest tax changes, eligibility...
by SJB US | Nov 5, 2025 | Financial Planning, Pensions, Retirement, SJB US
Managing your UK pension while living abroad can be challenging. International SIPPs offer a flexible and regulated way to keep control of your retirement savings. Knowing which providers offer genuine value, broad investment access, and expat-focused servicing can...
by SJB US | Oct 20, 2025 | Financial Planning, Pensions, Retirement, SJB US, Tax
Relocating abroad is an exciting new chapter, but it also brings a host of financial considerations for UK expats. Whether your move is temporary or permanent, preparing your finances properly can help avoid surprises later. From tax obligations to pension management...
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...
