by SJB US | Aug 29, 2025 | Advice, Jake Barber, Pensions, Tax
Starting in April 2027, pension holders in the UK could face a significant shock when it comes to inheritance tax (IHT). Changes in the 2024 UK Budget mean unused pension savings will fall under the IHT regime, potentially exposing beneficiaries to sky-high tax bills....
by SJB US | Aug 27, 2025 | Financial Planning, Jake Barber, Retirement, Tax
Are you an American expat who’s just been told by your 401(k) provider that they can’t manage your account while you’re living overseas? You’re not alone! Many U.S. expats face this dilemma when their 401(k) provider suddenly gives them a deadline to...
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 | 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...
