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2025 UK Inheritance Tax Changes: What Brits Living Abroad Need to Know

2025 UK Inheritance Tax Changes: What Brits Living Abroad Need to Know

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...
Is Your English Will Valid Abroad? Navigating International Estate Planning Challenges

Is Your English Will Valid Abroad? Navigating International Estate Planning Challenges

by SJB US | Jun 18, 2024 | Advice, Estate Planning, Jake Barber, UK

When it comes to estate planning, one of the most pressing concerns for individuals with assets or residency outside the UK is whether their English will is recognized and enforceable overseas. The complexities of international law mean that the validity of an English...
How Your UK Pension Is Taxed on Death While Living Abroad: Essential Insights for Expats

How Your UK Pension Is Taxed on Death While Living Abroad: Essential Insights for Expats

by SJB US | Jun 11, 2024 | Advice, Estate Planning, Jake Barber, Pensions, UK

Understanding how your UK pension is taxed upon death while living abroad is crucial for effective estate planning and ensuring your heirs receive the maximum benefit from your pension savings. The tax implications can vary significantly depending on the type of...
UK Government Launches New Online Tool for State Pension Top-Ups in 2024: Everything You Need to Know

UK Government Launches New Online Tool for State Pension Top-Ups in 2024: Everything You Need to Know

by SJB US | Jun 8, 2024 | Advice, Jake Barber, Pensions, Regulations, UK

In a significant update to the pension system, the UK government launched a new online tool in 2024 aimed at simplifying the process for individuals wishing to top up their UK state pension. This digital initiative reflects the government’s commitment to enhancing...
Should I Transfer My Pension If I Live Outside of the UK?

Should I Transfer My Pension If I Live Outside of the UK?

by SJB US | May 22, 2024 | Advice, Alex Gover, Brexit, Europe, Guides, Middle East, North America, Pensions, Tax, UK

Expatriates often contemplate whether transferring their UK pensions is the right choice. In this article, we’ll delve into these questions and explore the considerations surrounding the decision. I will also point out some of the key differences between a SIPP...
Managing Your UK ISA When Moving Abroad

Managing Your UK ISA When Moving Abroad

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...
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