Free Guides
To help expatriates understand often complex financial products and services, SJB US has created a series of detailed tax and residency guides. These guides will get you thinking about what you need to know before talking to an adviser.
Our Free Tax Guides for Expats section provides general tax and residency information for a variety of countries, helping you navigate the complexities of being an expatriate with confidence.
Our free expatriate guides cover a wide range of topics, including but not limited to:
- Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
- 2024 Guide to 401(k) & Retirement Plans in the U.S
Each guide is designed to be accessible, providing you with the basic knowledge you need for a more informed discussion with your adviser.
UK Pension Transfer Guide
This guide will help you understand your UK pension options as a non-UK resident, including comparisons, costs, avoiding scams, and choosing a reputable financial adviser.
Tax-Loss Harvesting Guide: Turning a Negative Into a Positive
2024 Guide to 401(k) & Retirement Plans in the U.S
Explore essential insights on 401(k), IRA rollovers, tax implications, and retirement planning options in the U.S. for 2024. Maximize your retirement savings with expert advice.
