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 12, 2025 | Cross-Border Tax, Estate Planning, Inheritance, SJB US, Tax
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
by SJB US | Nov 6, 2025 | Advice, Financial Planning, Retirement, SJB US, Tax
Moving overseas may feel liberating, but it also brings fresh financial complexities, especially when it comes to UK pensions. If you’re a British expat or planning to retire abroad, understanding how UK inheritance tax (IHT) rules apply to your pension could make a...
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 | Nov 4, 2025 | Financial Planning, Investments, SJB US, Wealth Management
A lot of people find us after feeling let down by previous advisers. The focus was on selling products, not creating a plan. The advice felt rushed. Short-term. Impersonal. I’ve seen this too many times. And I get why it’s frustrating. Especially when you’re living...
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...
