by SJB US | Jun 11, 2024 | Advice, Estate Planning, Jake Barber, Pensions, UK
Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The tax implications can vary significantly depending on the type of...
by SJB US | Jun 8, 2024 | Advice, Jake Barber, Pensions, Regulations, UK
In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
by SJB US | May 24, 2024 | Advice, Daniel Lattimer, Financial Planning, North America, Pensions, Retirement, US Expats
Traditional IRA vs. 401(k): Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but...
by SJB US | May 22, 2024 | Advice, Alex Gover, Brexit, Europe, Guides, Middle East, North America, Pensions, Tax, UK
Expatriates often contemplate whether transferring their UK pensions is the right choice. In this article, we’ll delve into these questions and explore the considerations surrounding the decision. I will also point out some of the key differences between a SIPP...
by SJB US | May 22, 2024 | Advice, Pensions, Randal Stephens, Retirement
Navigating bureaucracy is often a challenge when living abroad, whether you’re dealing with matters in your new country or managing affairs back in the UK. A clear understanding and proactive approach can greatly help. This article explores the complexities of...
by SJB US | May 16, 2024 | Advice, Investments, Pension Transfers, Pensions, SJB US, UK
Key Rules, Tax Implications, and Expert Tips So, you’ve decided to swap your rainy UK weather for sunnier European shores, but your ISA is begging you not to leave it behind. Don’t worry, managing your ISA from abroad is no Herculean task. With some fresh...
