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 | Oct 1, 2025 | Cross-Border Tax, Estate Planning, Europe, Financial Planning, SJB US, US Expats
Moving across the Atlantic feels like a fresh start, but your finances don’t reset when you land. In fact, managing money as a U.S. expat gets more complex, not less. Before you move, or if you’ve already made the jump, here’s what to watch closely. U.S. Accounts Get...
by SJB US | Sep 16, 2025 | SJB US, Tax, US Expats
As an American expat, one of the most important financial decisions you might face is whether to perform a Roth conversion before moving abroad. A Roth conversion involves transferring funds from a traditional retirement account (like a Traditional IRA or 401(k)) into...
by SJB US | Sep 12, 2025 | SJB US, Tax, US Expats
As an American expat, managing your taxes while living abroad can be complicated, especially when it comes to investment income. But there’s one strategy that can help you reduce your U.S. tax bill:Â Tax Loss Harvesting. This powerful tax strategy can help you...
by SJB US | Sep 11, 2025 | Cross-Border Tax, Financial Planning, Investments, SJB US, Wealth Management
Living overseas brings exciting opportunities and unique financial considerations. Whether you are a UK expat in Portugal, the UAE, or elsewhere, smart investing as an expatriate means more than just choosing the right funds. It is about navigating tax laws, currency...
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?...
