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 21, 2024 | Advice, North America, Randal Stephens, Tax
As a financial advisor, I frequently encounter clients who are blindsided by the realization that they are accidental Americans and face unexpected U.S. tax obligations. American citizenship, while offering numerous benefits, comes with significant tax...
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...
by SJB US | Oct 11, 2024 | Advice, Investments, Jake Barber, Regulations, Tax
For British expatriates, managing the risk of double taxation—being taxed in both the home and host countries—poses a significant financial challenge. This guide provides insights into navigating double taxation and leveraging double taxation agreements (DTAs) to...
by SJB US | Oct 4, 2024 | Financial Planning, Jake Barber, Tax
Navigating tax residency rules is a critical and complex aspect of financial planning for British expatriates. Proper understanding and management of one’s tax residency can significantly impact tax liabilities in both the UK and the host country. This guide...
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...
