by SJB US | Feb 12, 2025 | Advice, Financial Planning, Markets, SJB US
Change is constant, but some shifts are so big that they redefine industries, societies, and even how we live our daily lives. These are known as megatrends, large, transformative forces that evolve over time but have long-term impacts. From technology to...
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 11, 2024 | Financial Planning, Investments, Markets, SJB US
Ever find yourself wondering how those interest rate changes you hear about on the news actually impact your investments? You’re not alone. Interest rates play a pivotal role in the financial markets, and understanding this can help you make smarter investment...
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 16, 2024 | SJB US, Tax, UK
Welcome! Today, we’re diving into the thrilling world of tax law, specifically focusing on the ever-so-captivating subjects of residence and domicile. Now, you might think, ‘Oh joy, taxes!’ But fear not, I promise to make this as painless as...
