by SJB US | Jun 15, 2023 | Advice, SJB US Services, Tax
Inheritance Tax (IHT) is a tax on the estate of a deceased person, which includes property, money, and possessions. In the UK, the current IHT threshold is £325,000, and anything above this amount is taxed at a rate of 40%. If you are a UK resident, this tax applies to your worldwide estate, including any property or assets held abroad. However, with careful planning, it is possible to avoid or reduce your IHT liability in both the UK and your country of residence.
by SJB US | Jun 13, 2023 | Advice, Investments, SJB US Services
As you navigate the complex world of personal finance, it’s easy to feel overwhelmed by the many options available for managing your money. One critical decision you’ll need to make is whether to seek professional financial advice and, if so, how to pay for it. At SJB US we believe that a fee-based model is the most transparent and client-centric way to provide financial advice.
by SJB US | Jun 8, 2023 | Advice, Investments, SJB US Services
As you navigate the complex world of personal finance, it’s easy to feel overwhelmed by the many options available for managing your money. One critical decision you’ll need to make is whether to seek professional financial advice and, if so, how to pay for it. At SJB US we believe that a fee-based model is the most transparent and client-centric way to provide financial advice.
by SJB US | Oct 12, 2021 | Advice, Pension Transfers, SJB US Services
Have you previously transferred a UK pension to either a QROPS or SIPP with an offshore adviser and have seen poor performance or are unhappy with the service you are receiving?
by SJB US | Mar 16, 2021 | Investments, SJB US Services
Here at SJB US, we pride ourselves on putting our clients first. One of the initial stages of our engagement with someone before they are client takes the form of an ‘X-Ray Review’. This comprises a deep dive into your existing financial arrangements in the hope of helping you to make the best possible informed decision for your portfolio.
