by SJB US | Oct 2, 2024 | Advice, Financial Planning, Savings, SJB US
Living abroad can offer unique financial advantages, including a potentially higher disposable income. However, without a strategic savings plan, this additional income can quickly dissipate. Ensuring that your extra surplus income works harder for you is crucial....
by SJB US | Jun 13, 2024 | Advice, Estate Planning, Financial Planning, SJB US, Tax
A Shift from Domicile to Residency Status Explained There have been significant proposed changes to the UK’s tax regime concerning non-domiciled individuals and how it impacts inheritance tax (IHT). Here’s an overview based on the latest updates from the...
by SJB US | May 23, 2024 | Financial Planning, SJB US
Estate planning isn’t just about drafting a will or setting up trusts; it’s an art that involves strategic planning and foresight, more so when one needs to handle potential inheritance tax (IHT) liabilities. One of the most effective tools at your...
by SJB US | May 20, 2024 | Estate Planning, SJB US
Essential Guide to Basic Will Planning: Thinking about the future and what happens after we’re gone isn’t exactly everyone’s cup of tea. But planning your will, is a step too many of us shy away from. Understanding the basics of will planning...
by SJB US | May 16, 2024 | Advice, Investments, Pension Transfers, Pensions, SJB US, UK
Key Rules, Tax Implications, and Expert Tips So, you’ve decided to swap your rainy UK weather for sunnier European shores, but your ISA is begging you not to leave it behind. Don’t worry, managing your ISA from abroad is no Herculean task. With some fresh...
by SJB US | May 16, 2024 | Pensions, Retirement, SJB US
Back in 1981, the financial landscape was undergoing significant changes. One such change was the introduction of Section 32 of the Finance Act 1981, a move that allowed pension scheme trustees for the first time to transfer company pension scheme funds to a private...
