by SJB US | Sep 4, 2025 | Advice, Pensions, Retirement, SJB US
If you are an expat or cross border investor with pensions or investments held through Brite Advisors, you have likely faced uncertainty for some time. With a new distribution plan now underway, it is vital to know what is happening, what to expect, and how to protect...
by SJB US | Aug 28, 2025 | Financial Planning, Guides, Investments, SJB US, UK
Moving overseas as a UK expat opens exciting new financial opportunities but also brings challenges, especially when investing a lump sum. Whether you have inherited money, saved a windfall, or are transferring assets internationally, knowing how to invest wisely can...
by SJB US | Apr 30, 2025 | Advice, Investments, SJB US, Tax
Returning to the UK after a period of living overseas requires more than booking a flight. With the UK’s tax reforms now in effect from 6 April 2025, British citizens must understand how their foreign-held assets are treated under the new residence-based taxation...
by SJB US | Apr 24, 2025 | Advice, Investments, SJB US
Imagine finding an investment that guarantees returns with absolutely no risk. Sounds perfect, right? But does such an opportunity truly exist, or is it just a financial myth? Let’s explore the concept of risk-free investing. Understanding the Notion of...
by SJB US | Apr 22, 2025 | Advice, Financial Planning, Investments, Markets, SJB US
We’ve seen firsthand how unpredictable the markets have been in 2025. One moment the S&P 500 drops 10% in a week, and the next, it rebounds just as quickly. It’s no surprise many of our clients are asking the same thing: How do I protect my retirement savings when...
by SJB US | Apr 17, 2025 | Advice, Financial Planning, SJB US
When it comes to managing your finances, the type of advice you receive can significantly impact your financial well-being. One term you might encounter is “independent adviser.” But what does it truly mean to have an independent adviser, and how does it...
