by SJB US | Nov 13, 2024 | Advice, Elections, Financial Planning, Investments, North America, Regulations, SJB US
The U.S. elections are a pivotal event not only for American citizens but for investors worldwide. Every four years, the election season brings with it a degree of uncertainty and speculation, particularly regarding economic policies, market behaviour, and...
by SJB US | Nov 5, 2024 | Financial Planning, Pensions, Regulations, SJB US, UK
The UK’s Autumn Budget 2024, delivered by Chancellor Rachel Reeves, marked a historic moment as the first budget by a female Chancellor and the first Labour budget in over a decade. Here’s a comprehensive breakdown of the key announcements. Economic Stability and...
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 | Oct 30, 2024 | Advice, Financial Planning, Randal Stephens, Regulations, UK
When a relationship breaks down, pensions may not be a top priority, but the jurisdiction where a divorce or dissolution occurs — and how a court handles pensions in the financial settlement — can be crucial, especially if pensions represent significant family...
by SJB US | Oct 11, 2024 | Advice, Investments, Jake Barber, Regulations, Tax
For British expatriates, managing the risk of double taxation—being taxed in both the home and host countries—poses a significant financial challenge. This guide provides insights into navigating double taxation and leveraging double taxation agreements (DTAs) to...
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...
