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.
Free Guides
To help expatriates understand often complex financial products and services, SJB US has created a series of detailed tax and residency guides
UK PENSION EXPAT GUIDE
Helping you make smart decisions for your financial future abroad.
US RETIREMENT PLANS FOR NON-US RESIDENTS
Explore essential insights on 401(k), IRA rollovers, tax implications, and retirement planning options in the U.S.
TAX-LOSS HARVESTING GUIDE
Learn how tax-loss harvesting can reduce taxable income, offset gains, and optimize portfolio performance. Consult a financial advisor to maximize benefits.
