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Expat tax treaties in franceFranceKnowledgeTaxExpat Tax Treaties in France: FAQs Answered
7th February 2026

Expat Tax Treaties in France: FAQs Answered

France has long been an attractive location for British expats, and double tax treaties between the UK and France provide assurance that foreign nationals won’t be subject to double taxation…
Ian Woya
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The complexities of becoming a canadian tax resident as a uk expatriateCanadaKnowledgeTaxThe Complexities of Becoming a Canadian Tax Resident as a UK Expatriate
5th February 2026

The Complexities of Becoming a Canadian Tax Resident as a UK Expatriate

Any foreign national who becomes long-term or permanently resident in Canada might assume they will automatically be treated as a tax resident. In effect, that would make them subject to…
Ian Woya
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Relocating to portugal with a uk-based pensionPortugalKnowledgeRetirementRelocating to Portugal With a UK-Based Pension
3rd February 2026

Relocating to Portugal With a UK-Based Pension

British nationals moving to Portugal will always need to make important financial decisions, whether they’re relocating as a family and intend to become permanent residents, or retiring and either already…
Ian Woya
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Retiring to the canary islands - managing your pension wealth and retirement assetsCanary IslandsKnowledgeRetirementRetiring to the Canary Islands – Managing Your Pension Wealth and Retirement Assets
1st February 2026

Retiring to the Canary Islands – Managing Your Pension Wealth and Retirement Assets

The Canary Islands are an idyllic retirement destination, with a warm, welcoming climate, low living costs, a vibrant expat community and the beaches and nature many aspire to live close…
Ian Woya
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The timelines associated with expat wealth planningKnowledgeMoney ManagementThe Timelines Associated With Expat Wealth Planning
13th January 2026

The Timelines Associated With Expat Wealth Planning

Expat wealth management isn’t a one-time exercise or a process of seeking advisory support at a specific point. This is a common misconception where expats assume they only require assistance…
Ian Woya
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Estate planning for maltese residents - navigating cross-border inheritanceMaltaMoney ManagementEstate Planning for Maltese Residents – Navigating Cross-Border Inheritance
12th January 2026

Estate Planning for Maltese Residents – Navigating Cross-Border Inheritance

The Maltese tax regime has no estate or inheritance tax, which is one of the many reasons it is considered a tax-friendly destination for estate planning, and for affluent expats…
Ian Woya
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Pension transfer decision making guideKnowledgeRetirementPension Transfer Decision-Making Guide
7th January 2026

Pension Transfer Decision-Making Guide

Pension transfers are one of the many complex areas of financial management expats need to consider when moving abroad – and there are numerous potential fund structures, tax obligations and…
Ian Woya
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Planning for retirement in spain - budgeting accurately for your pension incomeRetirementSpainPlanning for Retirement in Spain – Budgeting Accurately for Your Pension Income
3rd January 2026

Planning for Retirement in Spain – Budgeting Accurately for Your Pension Income

Spanish retirement is an appealing goal for many British nationals. The most important factor in ensuring those relocations go smoothly and that retirees’ income comfortably finances the lifestyles they anticipate…
Ian Woya
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Maltese tax system for foreign nationalsTaxMaltaThe Maltese Tax System for Foreign Nationals: Key Benefits for Non-Maltese Domiciles
23rd December 2025

The Maltese Tax System for Foreign Nationals: Key Benefits for Non-Maltese Domiciles

Malta’s non-dom tax regime offers expats the ability to secure residency in a stable, affluent EU country with a range of generous tax advantages, without the need to consider the…
Ian Woya
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Key aspects of the italian inheritance tax system for estate planning in italyItalyTaxKey Aspects of the Italian Inheritance Tax System for Estate Planning in Italy
20th December 2025

Key Aspects of the Italian Inheritance Tax System for Estate Planning in Italy

Inheritance taxes should, ideally, always be incorporated into detailed succession planning. It’s all too common for families to discover that, on receipt of an inheritance and amid the grief of…
Ian Woya
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Your moving abroad financial checklistKnowledgeYour Moving Abroad Financial Checklist
15th December 2025

Your Moving Abroad Financial Checklist

Organising an international move is always a complex undertaking, with so much to consider, including packing, shipping belongings, informing HMRC, finding schools and employment, and deciding where you'll live in…
Ian Woya
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Assessing the maltese tax framework, impacts on tax efficiency focused migrationIn The PressAssessing the Maltese Tax Framework, Impacts on Tax-Efficiency-Focused Migration
9th December 2025

Assessing the Maltese Tax Framework, Impacts on Tax-Efficiency-Focused Migration

Chase Buchanan Private Wealth Management explores why Malta continues to attract high-earning professionals and retirees, looking at the country’s low-tax residency options, remittance-based tax system, and programmes such as the Global Residence Programme…
Ian Woya
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Belgium tax treaties - expat faqsBelgiumTaxBelgium Tax Treaties – Expat FAQs
6th December 2025

Belgium Tax Treaties – Expat FAQs

Double tax treaties are an important consideration for expats worldwide, as they protect foreign nationals from paying duplicate taxes on the same event or income in two countries. For those…
Ian Woya
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Chase buchanan private wealth management highlights key autumn 2025 budget takeaways for expatsIn The PressChase Buchanan Private Wealth Management Highlights Key Autumn 2025 Budget Takeaways for Expats
4th December 2025

Chase Buchanan Private Wealth Management Highlights Key Autumn 2025 Budget Takeaways for Expats

The 2025 Autumn Budget introduced a series of tax measures aimed at strengthening the UK’s public finances, with several changes relevant to British expats. Expat financial advisory specialists Chase Buchanan Private Wealth Management…
Ian Woya
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Inheritance tax exposure as an expat canary islands residentCanary IslandsTaxInheritance Tax Exposure as an Expat Canary Islands Resident
26th November 2025

Inheritance Tax Exposure as an Expat Canary Islands Resident

Spanish Succession and Gift Tax, like most taxes in Spain, depends on where you live. While Spanish residents who inherit funds or assets, or beneficiaries elsewhere receiving a Spanish inheritance,…
Ian Woya
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Managing uk investment and savings assets when relocating to canadaCanadaMoney ManagementManaging UK Investment and Savings Assets When Relocating to Canada
17th November 2025

Managing UK Investment and Savings Assets When Relocating to Canada

Anyone planning a move to Canada from the UK will need to make considered decisions about how to handle investments and savings accounts, as the tax treatment of these assets,…
Ian Woya
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Belgian taxes for expatriates following revisions to the special tax regimeBelgiumTaxBelgian Taxes for Expatriates Following Revisions to the Special Tax Regime
10th November 2025

Belgian Taxes for Expatriates Following Revisions to the Special Tax Regime

Belgium is often regarded as one of the highest-tax jurisdictions in Europe, and, for those who had been living in the country and paying taxes via the original special tax…
Ian Woya
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Why tax residency is an influential factor in your tax exposure as an expat in spainSpainTaxWhy Tax Residency Is an Influential Factor in Your Tax Exposure as an Expat in Spain
1st November 2025

Why Tax Residency Is an Influential Factor in Your Tax Exposure as an Expat in Spain

Expats planning to live, invest, buy a home or run a business in Spain need to understand their tax residency position, how this is determined, and what it means to…
Ian Woya
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Chase buchanan private wealth management further expands presence in portugalIn The PressChase Buchanan Private Wealth Management Further Expands Presence in Portugal
16th October 2025

Chase Buchanan Private Wealth Management Further Expands Presence in Portugal

Chase Buchanan Private Wealth Management has announced an expansion of its Portuguese team in response to rising demand from expatriates seeking independent financial advice, enhancing its ability to support clients navigating complex…
Ian Woya
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How to retire in canada, essential information for expatriatesIn The PressCanadaHow to Retire in Canada: Essential Information for Expatriates
15th October 2025

How to Retire in Canada: Essential Information for Expatriates

Chase Buchanan Private Wealth Management shares some insights into living in Canada as an expat retiree, as well as some of the visa categories and options prospective residents may wish to consider. Read…
Ian Woya
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Chase buchanan forges ahead with expansions in canada, france and portugalIn The PressCanadaChase Buchanan Forges Ahead With Expansions in Canada, France and Portugal
14th October 2025

Chase Buchanan Forges Ahead With Expansions in Canada, France and Portugal

The specialists in wealth management and financial advice for international expatriates, Chase Buchanan Private Wealth Management, have confirmed their latest extensions to the firm’s already substantial global teams, with new professionals joining…
Ian Woya
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Offshore investment platformsKnowledgeOffshore InvestmentsOffshore Investment Platforms: Lump-Sum vs Regular Savings
12th October 2025

Offshore Investment Platforms: Lump-Sum vs Regular Savings

Offshore investment platforms are commonly used by international expats who want to build well-diversified portfolios, especially where they prioritise access to global markets and assets or need to create tax-efficient…
Ian Woya
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Cyprus expat tax treaty faqsCyprusKnowledgeTaxCyprus Expat Tax Treaty FAQs
11th October 2025

Cyprus Expat Tax Treaty FAQs

Double tax treaties are hugely important when it comes to expat tax planning, because they exist to ensure individuals aren’t taxed twice on the same income or asset in two…
Ian Woya
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Why robust financial planning is key to protecting investment values for expats in belgiumIn The PressWhy Robust Financial Planning Is Key to Protecting Investment Values for Expats in Belgium
9th October 2025

Why Robust Financial Planning Is Key to Protecting Investment Values for Expats in Belgium

Foreign nationals living in Belgium or planning a relocation need to make informed decisions about the best ways to manage their investments, especially given reforms to the Belgian tax system that mean a…
Ian Woya
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Wealth management specialists, chase buchanan, reiterate the importance of understanding fig temporary tax reliefs for returning expatsIn The PressWealth Management Specialists, Chase Buchanan, Stress the Importance of FIG Temporary Tax Reliefs for Returning Expats
9th October 2025

Wealth Management Specialists, Chase Buchanan, Stress the Importance of FIG Temporary Tax Reliefs for Returning Expats

Global experts in wealth advisory and financial planning for expats, Chase Buchanan Private Wealth Management, have stressed the need for improved awareness about the rules and restrictions linked with the newly announced Foreign Income…
Ian Woya
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Ensuring maltese retirement meets your expectationsMaltaRetirementEnsuring Maltese Retirement Meets Your Expectations – Creating a Robust Retirement Strategy
8th October 2025

Ensuring Maltese Retirement Meets Your Expectations – Creating a Robust Retirement Strategy

Malta is an incredibly popular retirement destination, but it remains vital for any prospective expat or foreign national living in Malta and planning their retirement to ensure they have a…
Ian Woya
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Rops transfer template: your 10-step guideKnowledgeQROPSROPS Transfer Template: Your 10-Step Guide
5th October 2025

ROPS Transfer Template: Your 10-Step Guide

Recognised Overseas Pension Scheme (ROPS) transfers are one of the options for expatriates who wish to relocate their UK-based pension funds to another country. While ROPS have been around for…
Ian Woya
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Sipp vs ropsQROPSRetirementSIPP vs ROPS: Which Suits Your Expat Journey?
24th September 2025

SIPP vs ROPS: Which Suits Your Expat Journey?

Expats deciding how best to manage their pension wealth often contrast self-invested personal pensions, or SIPPs, and Recognised Overseas Pension Schemes (ROPS), both of which are potential ways to relocate…
Ian Woya
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Proactively managing uk pension assets before a move to belgiumRetirementBelgiumThe Importance of Proactively Managing UK Pension Assets Before a Move to Belgium
20th September 2025

The Importance of Proactively Managing UK Pension Assets Before a Move to Belgium

Making decisions about the best ways to transfer, retain or restructure your retirement wealth is a big aspect of expat financial planning, especially if you're expecting to relocate imminently or…
Ian Woya
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Reforms to the malta permanent residence programMoney ManagementMaltaReforms to the Malta Permanent Residence Program: Essential Updated Information for Expatriates
13th September 2025

Reforms to the Malta Permanent Residence Program: Essential Updated Information for Expatriates

In a series of announcements made by the Maltese government, the popular Permanent Residence Program, or MPRP, has been dramatically reformed. This visa scheme allows non-EU nationals the ability to…
Ian Woya
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Lee eldridge group ceo chase buchanan private wealth managementCompany NewsChase Buchanan Private Wealth Management Group CEO, Lee Eldridge, on Growth, Trust and Simplifying Financial Advice for Expats
11th September 2025

Chase Buchanan Private Wealth Management Group CEO, Lee Eldridge, on Growth, Trust and Simplifying Financial Advice for Expats

Group CEO and Head of Investment Advisory at Chase Buchanan Private Wealth Management, Lee Eldridge, shares how the firm is continuing to expand across Europe, why “Trusted financial advice made simple” resonates so strongly, and…
Ian Woya
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British expat pension transfer q&aRetirementBritish Expat Pension Transfer Q&A with Expert Insights
5th September 2025

British Expat Pension Transfer Q&A with Expert Insights

Transferring a pension fund, or several schemes, as part of an international relocation can be complex. Much will, of course, depend on the value of your retirement wealth, the nature…
Ian Woya
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Head of global sales provides expert guidance on financial and retirement planningCompany NewsHead of Global Sales provides Expert Guidance on Financial and Retirement Planning
19th August 2025

Head of Global Sales provides Expert Guidance on Financial and Retirement Planning

Darren Fletcher, Head of Global Sales, provides expert guidance on financial and retirement planning. Read more as published in The Telegraph.
Ian Woya
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Guide to the italian tax system for foreign nationalsItalyTaxGuide to the Italian Tax System for Foreign Nationals
14th August 2025

Guide to the Italian Tax System for Foreign Nationals

Getting to grips with the Italian tax regime is key for any expat either planning a move, already living in Italy, or intending to become a tax resident. While the…
Ian Woya
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Life in portugalPortugalTaxPlanning for a Tax-Efficient Life in Portugal
7th August 2025

Planning for a Tax-Efficient Life in Portugal

Portugal is regarded as a tax-friendly location for expats, but taking full advantage of lower tax rates, allowances, and exemptions is reliant on having the right plans and strategies in…
Ian Woya
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Major recent uk tax reforms and their impacts on spanish expatriate residentsSpainTaxMajor Recent UK Tax Reforms and Their Impacts on Spanish Expatriate Residents
3rd August 2025

Major Recent UK Tax Reforms and Their Impacts on Spanish Expatriate Residents

UK tax reforms can sometimes seem like a distant problem for expats living overseas. However, recent changes and forthcoming reforms may have a far greater impact than expected, both for…
Ian Woya
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Malta confirms end of golden passportInvestmentMaltaMalta Confirms the End of the Golden Passport: What It Means for Citizenship by Investment
1st August 2025

Malta Confirms the End of the Golden Passport: What It Means for Citizenship by Investment

Following a prolonged debate, the Maltese government has announced that, in response to a ruling by the European Court of Justice, the citizenship by investment program, often referred to as…
Ian Woya
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Navigating the canadian tax system as a new expatriate residentCanadaTaxNavigating the Canadian Tax System as a New Expatriate Resident
20th July 2025

Navigating the Canadian Tax System as a New Expatriate Resident

Understanding the Canadian tax system is essential for expatriates considering a move. It is equally important for those already resident in the country who need to ensure that every aspect…
Ian Woya
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Uk tax reforms may impact expatriates living in cyprusCyprusTaxHow Recent UK Tax Reforms May Impact Expatriates Living in Cyprus
15th July 2025

How Recent UK Tax Reforms May Impact Expatriates Living in Cyprus

Most expats living in Cyprus or planning a relocation focus on Cypriot taxation, the healthcare system and how to achieve permanent residency to become established residents on this beautiful island.…
Ian Woya
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Chase buchanan private wealth management publishes informative ‘moving to france’ webinar for 2025FranceIn The PressChase Buchanan Private Wealth Management Publishes Informative ‘Moving to France’ Webinar for 2025
9th July 2025

Chase Buchanan Private Wealth Management Publishes Informative ‘Moving to France’ Webinar for 2025

Leading global financial advisory firm, Chase Buchanan Private Wealth Management, has shared its latest free webinar, offering insights and guidance for individuals planning a relocation to France and expatriates already living in…
Ian Woya
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An introduction to canary islands taxationCanary IslandsTaxAn Introduction to Canary Islands Taxation
5th July 2025

An Introduction to Canary Islands Taxation

Expats moving to the Canary Islands often do so for the climate, relaxed pace of life and beauty of the island landscapes that are everything they’ve hoped for in an…
Ian Woya
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Chase buchanan’s sector leading wealth management teams celebrate latest expansion benchmarks with further appointmentsIn The PressChase Buchanan’s Sector-Leading Wealth Management Teams Celebrate Latest Expansion Benchmarks With Further Appointments
4th July 2025

Chase Buchanan’s Sector-Leading Wealth Management Teams Celebrate Latest Expansion Benchmarks With Further Appointments

Chase Buchanan Private Wealth Management has extended its capacity owing to steep increases in demand for cross-border tax advisory services and private wealth planning assistance. Read the full article as published in Digital Journal.
Ian Woya
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Planning for succession and inheritance taxes in spain for expatriate residentsIn The PressSpainPlanning for Succession and Inheritance Taxes in Spain for Expatriate Residents
3rd July 2025

Planning for Succession and Inheritance Taxes in Spain for Expatriate Residents

Chase Buchanan Private Wealth Management, the global financial advisers and wealth managers with a long-established presence in Spain and across Europe, have put together a concise guide to explain why succession planning is so important…
Ian Woya
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International professional partner of the chartered insurance instituteCompany NewsChase Buchanan’s New Status as an International Professional Partner of the Chartered Insurance Institute
27th June 2025

Chase Buchanan’s New Status as an International Professional Partner of the Chartered Insurance Institute

The Chase Buchanan team is delighted to share the news that we have been officially recognised as an International Professional Partner Firm of the Chartered Insurance Institute (CII). This accomplishment…
Ian Woya
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Moving to malta from the ukKnowledgeMaltaMoving to Malta From the UK: Visa Routes, Residence Permits and Eligibility Requirements
20th June 2025

Moving to Malta From the UK: Visa Routes, Residence Permits and Eligibility Requirements

Malta is one of Europe’s most popular expatriate destinations, with low crime rates, a beautiful climate, and affordable living costs, where UK nationals can relocate with their families or in…
Ian Woya
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Why pension planning for expats goes beyond a retirement planning calculatorKnowledgeRetirementWhy Pension Planning for Expats Goes Beyond a Retirement Planning Calculator
15th June 2025

Why Pension Planning for Expats Goes Beyond a Retirement Planning Calculator

Deciding how to manage your pension and retirement wealth following an overseas relocation is essential to achieving the retirement you have been working towards. Whether your retirement is imminent or…
Ian Woya
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Exemptions and allowances against taxes for expats in cyprusCyprusKnowledgeTaxThe Sustained Appeal of Cyprus: Exemptions and Allowances Against Taxes for Expats in Cyprus
10th June 2025

The Sustained Appeal of Cyprus: Exemptions and Allowances Against Taxes for Expats in Cyprus

Aside from the obvious advantages of a beautiful Mediterranean climate, lower living costs, and accessible property prices, Cyprus has long been seen as a high-demand expatriate destination owing to its…
Ian Woya
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Applying for secondary belgian citizenshipBelgiumKnowledgeApplying for Secondary Belgian Citizenship: The Pros, Cons and Complications of Obtaining a Belgian Passport
5th June 2025

Applying for Secondary Belgian Citizenship: The Pros, Cons and Complications of Obtaining a Belgian Passport

Acquiring Belgian citizenship is an aspiration for expatriates keen to settle permanently in the country, looking for secure EU-wide visa-free travel rights, and for foreign nationals who want to obtain…
Ian Woya
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Chase buchanan wealth management achieves status as the only global expat focused cii international professional partnerIn The PressChase Buchanan Wealth Management Achieves Status as the Only Global Expat-Focused CII International Professional Partner
3rd June 2025

Chase Buchanan Wealth Management Achieves Status as the Only Global Expat-Focused CII International Professional Partner

Chase Buchanan Wealth Management has successfully applied to become an International Professional Partner Firm of the Chartered Insurance Institute (CII), the professional body concentrating on the insurance and financial planning sectors. Read…
Ian Woya
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Inheritance tax for uk nationals living abroad the newly introduced residence based regimeIn The PressInheritance Tax for UK Nationals Living Abroad: The Newly Introduced Residence-Based Regime
29th May 2025

Inheritance Tax for UK Nationals Living Abroad: The Newly Introduced Residence-Based Regime

Chase Buchanan Wealth Management explains the changes to the UK's Domicile-Based Inheritance Tax System, how they may affect expatriates, and how the scheme will work. Read the full article as published in The…
Ian Woya
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Spanish compliant bondsKnowledgeSpainSpanish Compliant Bonds: The Benefits for Expatriates Living in Spain
25th May 2025

Spanish Compliant Bonds: The Benefits for Expatriates Living in Spain

Managing investments efficiently, while navigating the complexities of local laws, can be challenging for expatriates living in Spain. One of the potential strategies available, which provides tax efficiency and investment…
Ian Woya
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Navigating taxes for expats in franceFranceKnowledgeTaxNavigating Taxes for Expats in France: The Similarities and Contrasts With the UK Tax Regime
20th May 2025

Navigating Taxes for Expats in France: The Similarities and Contrasts With the UK Tax Regime

Researching and understanding how taxes for expats in France will affect your tax obligations is, of course, an important aspect of relocating. However, there are several variances within the French…
Ian Woya
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Budgetary reforms and announcements impacting expatriates from april 2025KnowledgeBudgetary Reforms and Announcements Impacting Expatriates From April 2025
15th May 2025

Budgetary Reforms and Announcements Impacting Expatriates From April 2025

The 2025 Spring Statement and information included within the earlier Autumn Budget have meant multiple simultaneous changes took effect from either 1st April or the start of the new tax…
Ian Woya
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Things to consider when self investing for british expatsInvestmentKnowledgeThings to Consider When Self-Investing for British Expats
5th May 2025

Things to Consider When Self-Investing for British Expats

For many British expats, self-investing might seem like an appealing way to manage wealth abroad. The idea of having control over your finances and potential returns can be enticing. However,…
Ian Woya
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Assurance vie life insurance bonds for expats in franceFranceKnowledgeAssurance Vie Life Insurance Bonds for Expats in France
22nd April 2025

Assurance Vie Life Insurance Bonds for Expats in France

Assurance Vie policies are often a key financial product for French residents. They effectively improve tax efficiency, reduce future inheritance tax obligations, and act as a tax wrapper for life…
Ian Woya
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The introduction of reduced taxes for expats in portugalKnowledgePortugalTaxThe Introduction of Reduced Taxes for Expats in Portugal With In-Demand Professional Skills
10th April 2025

The Introduction of Reduced Taxes for Expats in Portugal With In-Demand Professional Skills

The end of the non-habitual resident (NHR) tax program created major changes to the taxes many expats were liable to pay in Portugal, but the announcement of a new program,…
Ian Woya
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French capital gains tax systemFranceKnowledgeTaxAllowances and Reductions Within the French Capital Gains Tax System
5th April 2025

Allowances and Reductions Within the French Capital Gains Tax System

Tax residents living in France or expatriates considering a relocation should always ensure they factor capital gains tax into the equation. The impacts from a tax liability perspective can be…
Ian Woya
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A concise expat retirement checklistKnowledgeRetirementA Concise Expat Retirement Checklist to Ensure Your Financial Future Is Assured
12th March 2025

A Concise Expat Retirement Checklist to Ensure Your Financial Future Is Assured

Planning a retirement abroad is a dream for many, working towards a relaxed lifestyle, a slower pace of life, buying a beautiful home close to the coast in a warm…
Ian Woya
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Obtaining cypriot citizenshipCyprusKnowledgeObtaining Cypriot Citizenship as a Non-EU National: The Simplicity of the Cyprus Permanent Residence Program
7th March 2025

Obtaining Cypriot Citizenship as a Non-EU National: The Simplicity of the Cyprus Permanent Residence Program

Recent changes to the Cypriot investment program removed the ability to apply for direct citizenship by investment. However, since then, a proportion of prospective citizens aspiring to live or retire…
Ian Woya
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How independent financial advisers can assist with expat insurance coverageKnowledgeHow Independent Financial Advisers Can Assist With Expat Insurance Coverage
5th March 2025

How Independent Financial Advisers Can Assist With Expat Insurance Coverage

As a long-established and highly experienced international network of private wealth managers, investment professionals, tax specialists and consultants, we work with a vast range of clients. That might involve help…
Ian Woya
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Reforms to non resident taxes for expats in belgiumBelgiumKnowledgeTaxReforms to Non-Resident Taxes for Expats in Belgium: The Impacts of Recent Changes
2nd March 2025

Reforms to Non-Resident Taxes for Expats in Belgium: The Impacts of Recent Changes

Belgian authorities announced last year that the 'special tax regime’, which previously benefited around 27,000 taxpaying expatriates, was ending and being replaced with a significant update effective from 1st January…
Ian Woya
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Updated cost of living in canadaCanadaKnowledgeMoney ManagementUpdated Cost of Living in Canada: Budgeting for Your International Move
17th February 2025

Updated Cost of Living in Canada: Budgeting for Your International Move

Living costs are always a consideration for prospective expatriates. Anybody intending a move to another country needs to know that their projected income and assets will comfortably cover their ongoing…
Ian Woya
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Spanish citizenship acquisition for ukKnowledgeSpainSpanish Citizenship Acquisition for UK Applicants – Guidance on Applying Following the Closure of the Residency by Investment Visa
14th February 2025

Spanish Citizenship Acquisition for UK Applicants – Guidance on Applying Following the Closure of the Residency by Investment Visa

Becoming a second passport holder and full citizen of Spain is often a goal for expatriates who already live in the country, are keen to relocate permanently, or have plans…
Ian Woya
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Introducing portugal’s non habitual residency regimeKnowledgePortugalTaxIntroducing Portugal’s Non-Habitual Residency Regime 2.0: The Incentivised Tax Status Program
10th February 2025

Introducing Portugal’s Non-Habitual Residency Regime 2.0: The Incentivised Tax Status Program

The original Portuguese Non-Habitual Residency regime (NHR) was established in 2009. It acted as a significant draw for expatriates looking to relocate to a beautifully warm, relaxing climate, with the…
Ian Woya
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Core support services key to global retirement financial planningKnowledgeMoney ManagementCore Support Services Key to Global Retirement Financial Planning
5th February 2025

Core Support Services Key to Global Retirement Financial Planning

Retirement planning is one of the fundamental aspects of managing your finances, whether you intend to relocate abroad, restructure your pension funds and investments, or are keen to have the…
Ian Woya
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Living costs and taxes for expats in canary islands hotspotsCanary IslandsKnowledgeTaxWhy Overwhelming Tourism Demand Could Impact Living Costs and Taxes for Expats in Canary Islands Hotspots
28th January 2025

Why Overwhelming Tourism Demand Could Impact Living Costs and Taxes for Expats in Canary Islands Hotspots

The Canaries have long been one of the most popular holiday destinations throughout the European Union. They offer incredible weather, pristine beaches, volcanic landscapes, and a relaxed atmosphere, with activities…
Ian Woya
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When to consult a tax specialist to clarify your tax residency statusKnowledgeTaxWhen to Consult a Tax Specialist to Clarify Your Tax Residency Status
25th January 2025

When to Consult a Tax Specialist to Clarify Your Tax Residency Status

Tax residency is often assumed to be fairly straightforward – you live in one primary location and, therefore, might anticipate that your only tax obligations relate to taxes arising in…
Ian Woya
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Reforms to the spanish golden visaKnowledgeMoney ManagementSpainMajor Reforms to the Spanish Golden Visa: How This May Impact Your Relocation Plans and Visa Options
20th January 2025

Major Reforms to the Spanish Golden Visa: How This May Impact Your Relocation Plans and Visa Options

In a recent announcement, the Spanish government confirmed that the so-called golden visa will cease to exist within the next three months, with an official cessation date of 3rd April…
Ian Woya
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Taxes for expats in maltaKnowledgeMaltaTaxTaxes for Expats in Malta: Why Malta Is Considered One of the Most Appealing Countries for Retirees
15th January 2025

Taxes for Expats in Malta: Why Malta Is Considered One of the Most Appealing Countries for Retirees

Malta has long been a draw for retirees looking for the perfect combination of high living standards, low costs of living, a warm and comfortable climate, beautiful coastal scenery and…
Ian Woya
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Exploring the uk’s proposed expatriate taxKnowledgeTaxExploring the UK’s Proposed Expatriate Tax: The Argument For and Against Exit Taxes
10th January 2025

Exploring the UK’s Proposed Expatriate Tax: The Argument For and Against Exit Taxes

The Autumn Budget 2024 brought few surprises. Still, it provided clarity amid months of speculation about a proposed exit tax and reforms to the non-dom tax regime. Both of these,…
Ian Woya
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The varied routes to secondary french citizenshipFranceKnowledgeThe Varied Routes to Secondary French Citizenship: Applying to the French Residence Permit Program
5th January 2025

The Varied Routes to Secondary French Citizenship: Applying to the French Residence Permit Program

Becoming a French citizen is often a long-term aspiration for expatriates who either plan to, or have already settled in France, established their family, home and business in the country,…
Ian Woya
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Certified financial planner with in depth knowledge about expat tax affairsKnowledgeMoney ManagementAdvice on Hiring a Certified Financial Planner With In-Depth Knowledge About Expat Tax Affairs
20th December 2024

Advice on Hiring a Certified Financial Planner With In-Depth Knowledge About Expat Tax Affairs

Expatriates around the world rely on professional tax management guidance to deal with the complexities of cross-border assets and incomes, variations in their tax residency position, and to ensure they…
Ian Woya
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Taxes for expats in canadaCanadaKnowledgeTaxClaiming Tax Relief as a Foreign National: Understanding Taxes for Expats in Canada
15th December 2024

Claiming Tax Relief as a Foreign National: Understanding Taxes for Expats in Canada

Living in Canada as a resident expatriate can be a significant change, as a country that offers ample career opportunities, high standards of living and a diverse range of places…
Ian Woya
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How to secure portuguese citizenship as a british expatKnowledgeMoney ManagementPortugalHow to Secure Portuguese Citizenship as a British Expat: Understanding the Portugal Golden Visa Program
10th December 2024

How to Secure Portuguese Citizenship as a British Expat: Understanding the Portugal Golden Visa Program

Portugal is one of many high-demand destinations that has long been enormously popular with expat retirees, professionals and families.  It is also one of several countries that has reformed its…
Ian Woya
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Expat investment management servicesInvestmentKnowledgeThe Value of Expat Investment Management Services: Handling Volatility Within Your Cross-Border Investment Portfolio
5th December 2024

The Value of Expat Investment Management Services: Handling Volatility Within Your Cross-Border Investment Portfolio

An element of risk is an unavoidable aspect of investment, but for expatriates, fluctuations in currency values, changing tax reforms, and volatility in the markets themselves can all make it…
Ian Woya
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Expat financial planning is essential for familiesKnowledgeMoney ManagementWhy Astute Expat Financial Planning Is Essential for Families: Preparing for International Education, Housing and Living Costs
15th November 2024

Why Astute Expat Financial Planning Is Essential for Families: Preparing for International Education, Housing and Living Costs

We often speak with expatriates or those getting ready for a much-anticipated global relocation who have put a great deal of thought into managing their finances, applying for visas, finding…
Ian Woya
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Applying for the spanish digital nomad visaKnowledgeSpainApplying for the Spanish Digital Nomad Visa: Conditions, Renewals and Tax Exposure
10th November 2024

Applying for the Spanish Digital Nomad Visa: Conditions, Renewals and Tax Exposure

Digital nomad visas have soared in availability and popularity in recent years. They offer professionals and freelancers the opportunity to relocate to some of the world’s most desirable destinations, working…
Ian Woya
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Changes to property prices and the cost of living in portugalKnowledgeMoney ManagementPortugalUnderstanding Changes to Property Prices and the Cost of Living in Portugal
5th November 2024

Understanding Changes to Property Prices and the Cost of Living in Portugal

After extended periods of economic and political fluctuation, Portuguese living costs have changed, as they have in most parts of Europe and across the UK. Quantifying those changes and budgeting…
Ian Woya
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Expat tax servicesKnowledgeTaxManaging Cross-Border Tax Exposure: How Expat Tax Services Can Assist
30th October 2024

Managing Cross-Border Tax Exposure: How Expat Tax Services Can Assist

Cross-border tax obligations can be complex for expatriates worldwide. They must manage the contrasts between different tax regimes, allowances, exemptions, rates, and schemes while ensuring they remain compliant and avoid…
Ian Woya
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Forecast growth in british pensionsKnowledgeRetirementForecast Growth in British Pensions: Projecting and Protecting Your Pension Assets
25th October 2024

Forecast Growth in British Pensions: Projecting and Protecting Your Pension Assets

Understanding the future value of your pension funds is key, whether you’re evaluating the retirement budget you’ll have following a move abroad, want to verify if your funds are sufficient…
Ian Woya
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Consult a pension transfer specialist before making retirement planning decisionsKnowledgeRetirementWhy Every Expat Should Consult a Pension Transfer Specialist Before Making Retirement Planning Decisions
20th October 2024

Why Every Expat Should Consult a Pension Transfer Specialist Before Making Retirement Planning Decisions

Most prospective expatriates recognise the huge importance of protecting and managing their retirement income, whether they intend to draw on their pension funds immediately following an overseas relocation or know…
Ian Woya
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Budgeting for french capital gains tax on investment transactionsIn The PressBudgeting for French Capital Gains Tax on Investment Transactions
15th October 2024

Budgeting for French Capital Gains Tax on Investment Transactions

The expatriate wealth management specialists at Chase Buchanan share insights into the French capital gains tax system to clarify the value of accurately budgeting for forthcoming or future tax liabilities. Read the full article…
Ian Woya
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Retirement in franceFranceKnowledgeRetirementWhich Taxes Should You Account for When Planning for Retirement in France?
10th October 2024

Which Taxes Should You Account for When Planning for Retirement in France?

There are many decisions to make when planning for retirement in France, from deciding where to live to buying or renting a home, transferring your accounts and assets, and managing…
Ian Woya
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Cost of living in belgiumBelgiumKnowledgeMoney ManagementInsights Into the Cost of Living in Belgium for Expats Relocating in 2024
5th October 2024

Insights Into the Cost of Living in Belgium for Expats Relocating in 2024

Belgium has long been a highly desirable destination for professionals keen to live and work in the economic and political heart of Europe and for expats looking for a country…
Ian Woya
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Chase buchanan wealth management celebrates ongoing growth throughout 2024In The PressChase Buchanan Wealth Management Celebrates Ongoing Growth Throughout 2024
3rd October 2024

Chase Buchanan Wealth Management Celebrates Ongoing Growth Throughout 2024

Chase Buchanan Wealth Management has reported outstanding success in 2024 thus far, following an extended period of expansion in key countries and jurisdictions. Read the full article as published in Associated Press.
Ian Woya
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Buying a home in spain vs the canary islandsCanary IslandsInvestmentKnowledgeSpainBuying a Home in Spain vs the Canary Islands: Average Costs and Contrasts
25th September 2024

Buying a Home in Spain vs the Canary Islands: Average Costs and Contrasts

Deciding between buying a home in Spain or the Canary Islands is a tricky choice. Both destinations are popular with second homeowners, real estate investors, expatriates and retirees – but…
Ian Woya
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Buying a house in portugalInvestmentKnowledgePortugalBuying a House in Portugal: Key Things You Need to Know as a Foreign National Buyer
20th September 2024

Buying a House in Portugal: Key Things You Need to Know as a Foreign National Buyer

Owning a home, second residence, or investment property in Portugal is a fantastic opportunity, whether you’re already living in the country as an expatriate, want to establish residency in the…
Ian Woya
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Retirement in cyprusCyprusKnowledgeRetirementHow to Ensure Planning for Retirement in Cyprus Covers All Bases
15th September 2024

How to Ensure Planning for Retirement in Cyprus Covers All Bases

Preparing for a well-deserved retirement in Cyprus is an incredibly exciting time. You'll have the opportunity to relax in a warm, sunny climate, enjoy miles of pristine beaches and coastlines,…
Ian Woya
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France wealth taxFranceKnowledgeTaxFrance Wealth Tax Charges Explained: How to Budget for Your Tax Liabilities as a Foreign National Resident
10th September 2024

France Wealth Tax Charges Explained: How to Budget for Your Tax Liabilities as a Foreign National Resident

The French government reformed its wealth tax system in 2018, introducing a much reduced scheme that isn’t strictly a wealth tax, at least not in comparison with other wealth tax…
Ian Woya
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Investment management supportInvestmentKnowledgeSeeking Reliable Investment Management Support as a Global Expatriate
12th August 2024

Seeking Reliable Investment Management Support as a Global Expatriate

Investment management support is a key service for any expatriate living overseas or planning an international relocation. Whether you are trying to figure out how to manage, transfer or restructure…
Ian Woya
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Cost of living in maltaKnowledgeMaltaMoney ManagementCalculating the Cost of Living in Malta: Considerations for Expats Planning a Relocation
8th August 2024

Calculating the Cost of Living in Malta: Considerations for Expats Planning a Relocation

Malta is a fantastic place to live, with contrasts between the bustle and pace of Valletta and quieter, relaxed areas in the Maltese countryside and on Gozo. Many expats choose…
Ian Woya
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Expat pension transfer specialistKnowledgeRetirementHow an Expat Pension Transfer Specialist Can Help You Avoid Unnecessary Tax Liabilities
5th August 2024

How an Expat Pension Transfer Specialist Can Help You Avoid Unnecessary Tax Liabilities

Pension transfers are a common option for expats relocating from the UK to an overseas destination. The regulations, taxes and impacts on your pension benefits can be complex and varied…
Ian Woya
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Retire in maltaKnowledgeMaltaMoney ManagementEssential Factors to Consider When Planning to Retire in Malta
2nd August 2024

Essential Factors to Consider When Planning to Retire in Malta

Malta is a high-demand retirement destination with a rich history, high living standards, various visa routes accessible to retirees, superb weather, and a range of stunning cities, towns, and coastal…
Ian Woya
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International financial adviceKnowledgeMoney ManagementDispelling the Myths Around International Financial Advice
31st July 2024

Dispelling the Myths Around International Financial Advice

In an increasingly globalised world, the demand for international financial advice has never been greater. However, numerous myths surround this field, often leading to misunderstandings and poor decision-making. I would…
Natalie
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Portuguese wealth taxKnowledgeMoney ManagementPortugalExploring the Portuguese Wealth Tax – What Is the AIMI?
20th July 2024

Exploring the Portuguese Wealth Tax – What Is the AIMI?

Most expatriates living in or planning a relocation to Portugal will appreciate the need to assess their potential future tax liabilities, including UK pension income, capital gains tax, business taxes…
Ian Woya
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Chase buchanan wealth management portuguese teamIn The PressChase Buchanan Wealth Management Welcomes New CFP to its Portuguese Team
18th July 2024

Chase Buchanan Wealth Management Welcomes New CFP to its Portuguese Team

Chase Buchanan has welcomed Paul Herd, APFS and Certified Financial Planner, to its busy Portuguese offices in the Algarve. Read the full article as published in barchart.com.
Natalie
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Chase buchanan wealth management team expansion in spainIn The PressSpainChase Buchanan Wealth Management Announces Team Expansion in Spain to Meet Growing Demand
12th July 2024

Chase Buchanan Wealth Management Announces Team Expansion in Spain to Meet Growing Demand

Chase Buchanan Wealth Management has welcomed an additional two colleagues to its Spanish team to expand capacity, and to keep pace with sustained demand. Read the full article as published…
Natalie
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Retirement in europeKnowledgeRetirementHow Planning for Retirement in Europe Differs From That in the UK
12th July 2024

How Planning for Retirement in Europe Differs From That in the UK

Retiring in Europe is a priority for many, whether you intend to live in sun-soaked Portugal or Spain, buy a luxury villa in Malta, enjoy retirement in rural Italy or…
Ian Woya
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Retire to portugal post golden visaIn The PressPortugalHow to Retire to Portugal From the UK Post-Golden Visa
11th July 2024

How to Retire to Portugal From the UK Post-Golden Visa

Chase Buchanan Wealth Management explains that the end of the 'golden visa' scheme doesn’t necessarily mean that retiring to Portugal is now impossible or that there aren't alternative visas, investments, and…
Natalie
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Buying a house in spainKnowledgeMoney ManagementSpainHow Buying a House in Spain May Secure a Right to Permanent Residency
3rd July 2024

How Buying a House in Spain May Secure a Right to Permanent Residency

Buying a house in Spain as a retirement residence, second home, or holiday property appeals to thousands of foreign national buyers – but if you're interested in living in Spain…
Ian Woya
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Benefits of irish citizenshipKnowledgeEvaluating the Benefits of Irish Citizenship: Is It Worth Applying for a Second Passport?
30th June 2024

Evaluating the Benefits of Irish Citizenship: Is It Worth Applying for a Second Passport?

Interest in dual citizenship has soared in a post-Brexit world. However, the trend of applying for citizenship via familial connections, such as having a parent or grandparent from another country,…
Ian Woya
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Independent financial adviserKnowledgeMoney ManagementCan an Accredited UK-Based Independent Financial Adviser Provide the Best Support for Expatriate Clients?
25th June 2024

Can an Accredited UK-Based Independent Financial Adviser Provide the Best Support for Expatriate Clients?

Chase Buchanan’s network of offices led and staffed by our highly accomplished teams of tax specialists, financial advisers, and private wealth managers, often speak with new clients who need absolute…
Ian Woya
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Spanish wealth tax chargesKnowledgeSpainTaxBudgeting for Spanish Wealth Tax Charges Following an International Move
20th June 2024

Budgeting for Spanish Wealth Tax Charges Following an International Move

Wealth tax is often considered a controversial tax charge, particularly for expats relocating to Spain or other European Union countries where annual wealth taxes are a normal part of the taxation landscape. It…
Ian Woya
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French property tax for uk residentsFranceIn The PressThe Expats’ Guide to French Property Tax for UK Residents
17th June 2024

The Expats’ Guide to French Property Tax for UK Residents

Chase Buchanan clarifies how property taxes in France work for British citizens, and why careful budgeting is key to successful property acquisition. Read the full article as published in barchart.com.
Natalie
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Uk capital gains taxKnowledgeMoney ManagementTaxUK Capital Gains Tax Liabilities for Overseas Expats: When Might a Tax Obligation Arise?
3rd June 2024

UK Capital Gains Tax Liabilities for Overseas Expats: When Might a Tax Obligation Arise?

Expatriates moving overseas often appreciate the importance of thorough, forward-thinking financial planning. That could involve purchasing property overseas, restructuring investment portfolios and pension funds, and managing income streams to ensure…
Ian Woya
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Planning for retirement in tenerifeCanary IslandsKnowledgeRetirementPlanning for Retirement in Tenerife: Structuring Your Assets, Pensions and Income
20th May 2024

Planning for Retirement in Tenerife: Structuring Your Assets, Pensions and Income

Tenerife, the largest of the Canary Islands, has long been a popular destination for retirees looking for a near-perfect climate, beautiful beaches and coastlines, and a welcoming expatriate community. Areas…
Ian Woya
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Complimentary guide to the italian taxation system for expatriatesIn The PressChase Buchanan Wealth Management Publishes New Complimentary Guide to the Italian Taxation System for Expatriates
17th May 2024

Chase Buchanan Wealth Management Publishes New Complimentary Guide to the Italian Taxation System for Expatriates

Chase Buchanan has expanded its range of free knowledge guides and resources, with a new publication, The Expats Guide to Taxes in Italy. Read the full article as published in…
Natalie
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Savings and investments as an expatriateInvestmentKnowledgeMoney ManagementManaging Your Savings and Investments as an Expatriate Living Overseas
15th May 2024

Managing Your Savings and Investments as an Expatriate Living Overseas

Financial management is a key consideration when planning a move abroad and following changes to your personal circumstances, such as retiring in your new country of residence. For many expats,…
Ian Woya
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Which countries hold double taxation agreementsKnowledgeTaxWhich Countries Hold Double Taxation Agreements With the UK, And Why They May Influence Your Tax Status
13th May 2024

Which Countries Hold Double Taxation Agreements With the UK, And Why They May Influence Your Tax Status

Most expatriates will have heard of double taxation agreements (DTAs) or treaties. These agreements between two countries are often beneficial since they mean that an individual taxpayer won’t be taxed…
Ian Woya
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Retirement in portugal following the closure of the golden visa schemeKnowledgePortugalRetirementPlanning for Retirement in Portugal Following the Closure of the Golden Visa Scheme
11th May 2024

Planning for Retirement in Portugal Following the Closure of the Golden Visa Scheme

The mild climate, fantastic culture and comparably low living costs have long made retirement in Portugal an attractive prospect, with an estimated 20,000 UK citizens now living there as permanent…
Ian Woya
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Property tax in spainKnowledgeSpainTaxHow Property Tax in Spain Works: Understanding Your Tax Obligations
9th May 2024

How Property Tax in Spain Works: Understanding Your Tax Obligations

Like most countries, the Spanish tax authorities and local municipal governments levy taxes against property transactions, whether you're buying a new home, purchasing an investment property to rent out, selling…
Ian Woya
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Chase buchanan wealth management announces the appointment of new head of global salesIn The PressChase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales
7th May 2024

Chase Buchanan Wealth Management Announces the Appointment of New Head of Global Sales

Private international wealth management specialist, Chase Buchanan, has confirmed that Darren Fletcher has joined the group as the new Head of Global Sales. Read the full article as published in…
Natalie
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Property tax in portugal tax regulations explainedKnowledgePortugalWill You Be Subject to Property Tax in Portugal: The Tax Regulations Explained
3rd May 2024

Will You Be Subject to Property Tax in Portugal: The Tax Regulations Explained

Whether you're planning to buy a permanent residence, a holiday home, or an investment property to rent out in Portugal, it's essential that you understand all of the potential tax…
Natalie
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Establishing the correct tax residency position when returning to the uk from spainIn The PressSpainEstablishing the Correct Tax Residency Position When Returning to the UK From Spain
18th April 2024

Establishing the Correct Tax Residency Position When Returning to the UK From Spain

The finance experts at Chase Buchanan Wealth Management advise on factors affecting your tax residency position. Read the full article as published in barchart.com
Natalie
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Professional investment management servicesInvestmentKnowledgeMinimise Expat Financial Risks With Professional Investment Management Services
17th April 2024

Minimise Expat Financial Risks With Professional Investment Management Services

Whether you are planning a relocation abroad or already live overseas, transitioning to a new country comes with a myriad of considerations related to your finances. That might mean opening…
Natalie
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Expat wealth management firm, chase buchanan, announces free information sharing seminar for expatriates in tenerifeCanary IslandsIn The PressExpat Wealth Management Firm, Chase Buchanan, Announces Free Information-Sharing Seminar for Expatriates in Tenerife
12th April 2024

Expat Wealth Management Firm, Chase Buchanan, Announces Free Information-Sharing Seminar for Expatriates in Tenerife

Specialist expat wealth management firm, Chase Buchanan, welcomes expatriates in Tenerife to join a free, in-person financial advice event hosted by local Private Wealth Manager, Adele Thomas. Read the full…
Natalie
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Understanding the role of a commercialista hiring an independent financial adviser in italyKnowledgeMoney ManagementUnderstanding the Role of a Commercialista: Hiring an Independent Financial Adviser in Italy
11th April 2024

Understanding the Role of a Commercialista: Hiring an Independent Financial Adviser in Italy

Italy is undoubtedly a highly desirable place to live, with its famous heritage and architecture, the pristine coastal resorts and metropolitan cities, and, of course, the cuisine and culture that…
Natalie
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Pension planning for retirement in belgiumBelgiumKnowledgeRetirementPension Planning for Retirement in Belgium: Tax Exposure and Transfer Options
10th April 2024

Pension Planning for Retirement in Belgium: Tax Exposure and Transfer Options

As a small, peaceful and multicultural country known for its incredible cuisine, stunning architecture, highly developed healthcare system and rich heritage, retirement in Belgium is an aspiration for many, From…
Natalie
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Expat investment guidance for overseas residents in 2024InvestmentKnowledgeExpat Investment Guidance for Overseas Residents in 2024
1st April 2024

Expat Investment Guidance for Overseas Residents in 2024

Over the last few years, the financial picture has been consistently gloomy. With interest rates and inflation finally beginning to slow and indications of economic recovery over the months ahead,…
Natalie
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Comparing capital gains tax regimes in popular european expat destinationsIn The PressComparing Capital Gains Tax Regimes in Popular European Expat Destinations
19th March 2024

Comparing Capital Gains Tax Regimes in Popular European Expat Destinations

The taxation specialists at Chase Buchanan Wealth Management look at several countries within the EU that attract the highest proportions of British expatriates and analyse the capital gains tax schemes…
Natalie
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Buying property in canadaCanadaKnowledgeOffshore InvestmentsBuying Property in Canada: Reviewing the Average Costs for Expat Buyers
18th March 2024

Buying Property in Canada: Reviewing the Average Costs for Expat Buyers

Many foreign nationals plan to purchase a primary residence, second home or rental property in Canada, taking advantage of the sustained appreciation in the Canadian real estate market or acquiring…
Natalie
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Property tax in franceFranceKnowledgeOffshore InvestmentsTaxProperty Tax in France: Paying Taxes on Residential and Investment Properties
15th March 2024

Property Tax in France: Paying Taxes on Residential and Investment Properties

Whether you are planning to purchase a holiday home close to the vineyards of Burgundy, aspire to retire to a beautiful chateau along the banks of the Loire in the…
Natalie
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Chase buchanan wealth management partners with your overseas home at free virtual eventIn The PressChase Buchanan Wealth Management Partners With Your Overseas Home at Free Virtual Event
13th March 2024

Chase Buchanan Wealth Management Partners With Your Overseas Home at Free Virtual Event

  Global expat wealth management and financial advisory team, Chase Buchanan, has joined forces with Your Overseas Home to deliver complementary guidance and information to attendees of a virtual event…
Natalie
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Understanding the portugal capital gains tax system on property transactionsIn The PressPortugalUnderstanding the Portugal Capital Gains Tax System on Property Transactions
12th March 2024

Understanding the Portugal Capital Gains Tax System on Property Transactions

  The expat tax specialists in Chase Buchanan Wealth Management’s team in Portugal clarify how the capital gains system works, how it applies to tax residents, non-residents and non-habitual residents, and the…
Natalie
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Planning for retirement in canada for expatsCanadaKnowledgeRetirementPlanning for Retirement in Canada: Visa Routes and Average Living Costs for UK Expats
5th March 2024

Planning for Retirement in Canada: Visa Routes and Average Living Costs for UK Expats

Canada is a thriving, modern country with high living standards, excellent healthcare, good transport infrastructure and housing – making it a desirable location for expats from around the world, not…
Natalie
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Comparing wealth tax obligations across european countriesKnowledgeMoney ManagementComparing Wealth Tax Obligations Across European Countries
24th February 2024

Comparing Wealth Tax Obligations Across European Countries

Wealth tax is often levied as an annual charge against the worldwide assets of affluent and high-net-worth expats – and is also commonly overlooked since there is no directly comparable…
Natalie
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Retiring to spain from the ukKnowledgeRetirementSpainRetiring to Spain From the UK: A Comprehensive Checklist
20th February 2024

Retiring to Spain From the UK: A Comprehensive Checklist

Retiring in Spain offers a complete lifestyle change, with many choosing Spain as their preferred retirement destination over any other country due to the warm climate, delicious cuisines, rich culture…
Natalie
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Taxes when buying property in portugal the rules for expatsInvestmentKnowledgeOffshore InvestmentsPortugalTaxes When Buying Property in Portugal: The Rules for Expats
15th February 2024

Taxes When Buying Property in Portugal: The Rules for Expats

Portugal is a fantastic place to live or visit, and owning a property is an aspiration of many British visitors who fall in love with the thriving, cultural cities, tiny…
Natalie
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The uk’s non-resident landlord schemeInvestmentKnowledgeMoney ManagementThe UK’s Non-Resident Landlord Scheme: How This Impacts Overseas Expats With a British Rental Portfolio
13th February 2024

The UK’s Non-Resident Landlord Scheme: How This Impacts Overseas Expats With a British Rental Portfolio

Expatriates relocating overseas commonly decide to retain a UK property asset as a long-term investment, to avoid selling in poor market conditions or to generate a passive rental income. They…
Natalie
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Chase buchanan wealth management comments on changing global economic growth forecasts for 2024In The PressChase Buchanan Wealth Management Comments on Changing Global Economic Growth Forecasts for 2024
9th February 2024

Chase Buchanan Wealth Management Comments on Changing Global Economic Growth Forecasts for 2024

  Global expat wealth management and financial advisory firm, Chase Buchanan, shares some insights into the evolving forecasts for 2024. Read the full article as published in Investors Observer.  
Natalie
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Spanish residencyCompany NewsSpainApplying for Spanish Residency: The Spain Residence By Investment Program
5th February 2024

Applying for Spanish Residency: The Spain Residence By Investment Program

Relocating to Spain is a popular ambition, where the warm weather, welcoming communities, and quality of life attract thousands of expatriates every year. The Spanish economy is resilient, the culture…
Natalie
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Buying a property in france taxes, average costs and rules for expatsFranceKnowledgeOffshore InvestmentsBuying a Property in France: Taxes, Average Costs and Rules for Expats
23rd January 2024

Buying a Property in France: Taxes, Average Costs and Rules for Expats

Whether you have always dreamed of retiring to an elegant French chateau, would like a Parisian weekend apartment or wish to relocate with your family to the warmth of Marseille…
Natalie
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Preparing your finances for an international relocationIn The PressPreparing Your Finances for an International Relocation
23rd January 2024

Preparing Your Finances for an International Relocation

  The expat wealth management specialists, Chase Buchanan, provide top tips when considering an international relocation. Read the full article as published in Digital Journal.
Natalie
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How moving overseas affects your pensionIn The PressHow Moving Overseas Affects Your Pension Entitlement
23rd January 2024

How Moving Overseas Affects Your Pension Entitlement

  Chase Buchanan reviews how moving overseas could affect your pension. Read the full article as published in barchart.com.
Natalie
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Retiring to france from the uk: advice for a smooth relocationFranceKnowledgeMoney ManagementRetirementRetiring to France From the UK: Advice for a Smooth Relocation
17th January 2024

Retiring to France From the UK: Advice for a Smooth Relocation

France has long been a top retirement destination for British nationals, accessible within a short travel time and yet offering a distinct contrast in lifestyle, climate and culture. Roughly 150,000…
Natalie
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Cyprus residency by investmentCyprusInvestmentKnowledgeCyprus Residency By Investment: Changes to the Cyprus Visa Criteria and Investment Thresholds
14th January 2024

Cyprus Residency By Investment: Changes to the Cyprus Visa Criteria and Investment Thresholds

Following pressure from the European Commission and concerns about the monitoring of residency and citizenship by investment schemes, the Cypriot government announced changes to its residency programme in May 2023.…
Natalie
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Buying property in malta the costs and legalities all expats should be aware ofKnowledgeMaltaOffshore InvestmentsBuying Property in Malta: The Costs and Legalities All Expats Should Be Aware Of
10th January 2024

Buying Property in Malta: The Costs and Legalities All Expats Should Be Aware Of

Buying property in Malta as a second home, retirement residence, or holiday accommodation is an attractive prospect, with all the advantages of the island lifestyle, a beautifully warm Mediterranean climate…
Natalie
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Considerations for expats moving to belgium from the ukBelgiumKnowledgeMoney ManagementConsiderations for Expats Moving to Belgium From the UK
5th January 2024

Considerations for Expats Moving to Belgium From the UK

Belgium is an attractive destination for expatriates looking to relocate within the European Union, not least due to its position as the de facto capital of the EU and home…
Natalie
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Transferring your uk pension to franceFranceKnowledgeMoney ManagementRetirementPlanning for Retirement: Transferring Your UK Pension to France
2nd January 2024

Planning for Retirement: Transferring Your UK Pension to France

Whether you are relocating to France in retirement, moving with your family or exploring the opportunity of life overseas, deciding whether to take your pension with you – and how…
Natalie
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The end of the portuguese nhr schemeKnowledgePortugalThe End of the Portuguese NHR Scheme – Guidance for Current Residents and Prospective Expatriates
7th December 2023

The End of the Portuguese NHR Scheme – Guidance for Current Residents and Prospective Expatriates

The Non-Habitual Resident Scheme, better known as the NHR, was originally introduced in Portugal in 2009. Expatriates from around the world have relocated to Portugal to take advantage of the…
Natalie
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Purchasing a second home in maltaKnowledgeMaltaOffshore InvestmentsPurchasing a Second Home in Malta: Exploring a Top Global Destination for Affluent British Property Buyers
1st December 2023

Purchasing a Second Home in Malta: Exploring a Top Global Destination for Affluent British Property Buyers

Malta is a unique island nation known for its wonderful weather, welcoming communities, lively social scene, and beautiful environment. Recently reported as the seventh most desirable place in the world…
Natalie
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Moving to canada from the ukCanadaKnowledgeVisa Routes And The Costs of Moving to Canada From the UK
20th November 2023

Visa Routes And The Costs of Moving to Canada From the UK

Canada is one of the most desirable relocation destinations for UK citizens, as well as for expats from the US and around the world. The stable economy, thriving cities, family-centered…
Natalie
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Relocating overseas during a global financial downturnIn The PressAdvice for Relocating Overseas During a Global Financial Downturn
14th November 2023

Advice for Relocating Overseas During a Global Financial Downturn

  The expat financial planning and advice experts, Chase Buchanan Wealth Management,  provide advice for people considering moving abroad during a global financial downturn. Read the full article as published…
Natalie
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The cost of living in the canary islandsCanary IslandsKnowledgeThe Cost of Living in the Canary Islands – Including Taxes and Visa Routes for Expats
8th November 2023

The Cost of Living in the Canary Islands – Including Taxes and Visa Routes for Expats

The archipelago of islands that make up the Canaries has long attracted expats from around the world, who are looking for beautiful beaches, a relaxed pace of life, and friendly…
Natalie
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Global expat wealth manager launches advisory service for irish pension savers exposed to the standard fund thresholdIn The PressGlobal Expat Wealth Manager Launches Advisory Service for Irish Pension Savers Exposed to the Standard Fund Threshold
30th October 2023

Global Expat Wealth Manager Launches Advisory Service for Irish Pension Savers Exposed to the Standard Fund Threshold

  Chase Buchanan's Irish pension specialist and private wealth manager, Malcolm McDowell has launched an Irish pension advisory service for Standard Fund Threshold calculations. Read the full article as published…
Natalie
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Moving from the uk to europeIn The PressThe Financial Implications of Moving From the UK to Europe
26th October 2023

The Financial Implications of Moving From the UK to Europe

  Chase Buchanan Wealth Management explores the financial implications for expats moving from the UK to Europe. Read the full article as published in The Globe And Mail.
Natalie
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Living in franceFranceKnowledgeBudgeting for the Cost of Living in France
25th October 2023

Budgeting for the Cost of Living in France

Moving to France offers a mixture of convenience and aspiration, with a shorter travel distance than other EU countries, a thriving rich culture, delicious French cuisine, and a wide variety…
Natalie
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Global-outlookGlobal OutlookKnowledgeGlobal Outlook Autumn 2023
23rd October 2023

Global Outlook Autumn 2023

  In September, the Organisation for Economic Co-operation and Development (OECD) released its latest Outlook, entitled ‘Confronting Inflation and Low Growth,’ in which new forecasts reiterating the expectation of a…
Ian Woya
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Budgeting for taxes when buying a property in spainKnowledgeSpainTaxBudgeting for Taxes When Buying a Property in Spain
20th October 2023

Budgeting for Taxes When Buying a Property in Spain

Buying a property in Spain is a fantastic opportunity to discover a change of pace and lifestyle, whether you’d like a weekend apartment in Barcelona, a holiday home in beautiful…
Natalie
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Changes to the global taxation framework for digital and crypto assetsKnowledgeTaxChanges to the Global Taxation Framework for Digital and Crypto Assets
16th October 2023

Changes to the Global Taxation Framework for Digital and Crypto Assets

The lack of regulation around crypto investment, trading, and assets have, until recently, meant that many found they could dabble in NFTs or purchase crypto tokens free of tax or…
Natalie
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Wealth management firm chase buchanan continues spain focus with three offices in extended regionIn The PressSpainWealth Management Firm Chase Buchanan Continues Spain Focus with Three Offices in Extended Region
10th October 2023

Wealth Management Firm Chase Buchanan Continues Spain Focus with Three Offices in Extended Region

  Chase Buchanan Wealth Management has existing offices in Marbella and Javea, and the group has since launched an additional service in Tenerife, providing personalised financial guidance. Read the full…
Natalie
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Irish pension standard fund threshold calculationRetirementTaxManaging Irish Pension Products: Ways to Reduce Tax Liabilities Linked to the Standard Fund Threshold Calculation
29th September 2023

Managing Irish Pension Products: Ways to Reduce Tax Liabilities Linked to the Standard Fund Threshold Calculation

The Standard Fund Threshold calculation (SFT) has been a part of Irish pension tax legislation for several years. However, the approaches to this higher-level taxation have largely been reactive rather…
Natalie
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Leaving the usaIn The PressConsidering Leaving the US for Good? Here’s What to Think about Before you Move Abroad
13th September 2023

Considering Leaving the US for Good? Here’s What to Think about Before you Move Abroad

  Chase Buchanan Wealth Management Private Wealth Manager, Alex Ingrim, explains that an important early question for any US connected person looking to move out of America to ask is:…
Natalie
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Moving to cyprusCyprusIn The PressHow Much Does it Cost to Relocate to Cyprus?
25th August 2023

How Much Does it Cost to Relocate to Cyprus?

  Expat wealth management experts Chase Buchanan explore the costs of relocating to Cyprus, with some important decisions to make before you leap. Read the full article as published in…
Natalie
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Portugal crypto taxationKnowledgeMoney ManagementPortugalTaxWhat New Crypto Taxation Rules in Portugal Mean for Crypto Traders and Investors
21st August 2023

What New Crypto Taxation Rules in Portugal Mean for Crypto Traders and Investors

From 1st January 2023, the Portuguese tax authorities introduced new rules applicable to Portuguese tax residents who own or trade cryptocurrencies. Tax treatments apply equally to all residents, including expats…
Natalie
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Financial planning for retirementKnowledgeRetirementFinancial Planning for Retirement When Relocating Both Short and Long-Term
15th August 2023

Financial Planning for Retirement When Relocating Both Short and Long-Term

Whether you are moving overseas permanently, taking up a new job post for a couple of years, or hedging your bets before you make any decisions about where you’d like…
Natalie
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Financial advice for moving to france from the ukFranceKnowledgeMoney ManagementFinancial Advice for Moving to France From the UK
5th August 2023

Financial Advice for Moving to France From the UK

Relocating to France offers an attractive opportunity for UK citizens, with many choosing France given its proximity to other European countries, with Calais just a short trip from Dover for…
Natalie
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Chase buchanan introduces two new private wealth managers within the uk teamIn The PressChase Buchanan Introduces Two New Private Wealth Managers Within the UK Team
4th August 2023

Chase Buchanan Introduces Two New Private Wealth Managers Within the UK Team

  Rapidly expanding global wealth management for expats provider, Chase Buchanan has announced the appointment of two accomplished Private Wealth Managers. Both will be based within the UK office, which acts…
Natalie
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Expat wealth management investment strategy goalsInvestmentKnowledgeMoney ManagementExpat Wealth Management – How to Set Investment Strategy Goals
20th July 2023

Expat Wealth Management – How to Set Investment Strategy Goals

Investing is undoubtedly a positive way to plan for your financial future, safeguard assets, and create wealth management structures that are aligned with your life overseas, retirement plans, expected outgoings…
Natalie
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Chase buchanan french officeFranceIn The PressChase Buchanan Wealth Management Announces Latest Expansion with a New Office and Team of Experts in France
18th July 2023

Chase Buchanan Wealth Management Announces Latest Expansion with a New Office and Team of Experts in France

  Chase Buchanan, the expert expat financial advice and global wealth management firm, has strengthened its presence in Europe as a leading provider of bespoke financial guidance with a new…
Natalie
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Managing the financial impact of reducing dividend allowances for uk nationals living abroadCompany NewsInvestmentMoney ManagementManaging the Financial Impact of Reducing Dividend Allowances for UK Nationals Living Abroad
14th July 2023

Managing the Financial Impact of Reducing Dividend Allowances for UK Nationals Living Abroad

As part of the sweeping reforms to British taxes, announced in the Autumn Statement last year, the dividend allowance – the value UK taxpayers can receive in dividend payments without…
Natalie
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Global-outlookGlobal OutlookKnowledgeGlobal Outlook Summer 2023
12th July 2023

Global Outlook Summer 2023

Although the global economy continues to face headwinds, there are signs of resilience. This has led various economists to upgrade growth forecasts, while the World Economic Forum’s latest Chief Economists…
Ian Woya
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Expat financial adviceKnowledgeMoney ManagementThe Cost of Expat Financial Advice
8th July 2023

The Cost of Expat Financial Advice

Financial advice is an invaluable service, particularly for expatriates navigating the complexities of living overseas in a country with a different tax regime, social security system and currency. However, thousands…
Natalie
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Uk expats in canadaCanadaIn The PressEmbracing Pension Freedoms for UK Expats in Canada – Unlocking Intergenerational Wealth Transfer Opportunities
4th July 2023

Embracing Pension Freedoms for UK Expats in Canada – Unlocking Intergenerational Wealth Transfer Opportunities

  Expat financial planning and advice experts, Chase Buchanan Wealth Management Canada team discuss intergenerational wealth transfer opportunities. Read the full article as published in barchart.com.
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Lifetime allowanceIn The PressWhy The Removal of the Lifetime Allowance May Be More Complex Than Appears
23rd June 2023

Why The Removal of the Lifetime Allowance May Be More Complex Than Appears

  The announcement that the UK Lifetime Allowance (LTA) would be abolished immediately undoubtedly received a positive response from pension savers, financial advisers and those who had previously expected to attract…
Natalie
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Lifetime allowance ltaIn The PressChase Buchanan Wealth Management Addresses the Impact of LTA Changes on High-Value Pension Savers
19th June 2023

Chase Buchanan Wealth Management Addresses the Impact of LTA Changes on High-Value Pension Savers

Chase Buchanan Wealth Management International Pensions Expert, Malcolm McDowell, advises industry professionals to be conscious of the long-term impacts on pension risk profiles and the likelihood of further reforms. Read…
Natalie
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Moving to cyprus from the ukCyprusKnowledgeMoney ManagementTaxThe Tax Implications of Moving to Cyprus From the UK
17th June 2023

The Tax Implications of Moving to Cyprus From the UK

The Cypriot tax regime offers varied potential benefits for UK nationals and tax residents, but the specifics of your tax obligations and declaration requirements will depend on several factors, such…
Natalie
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Moving to spainIn The PressSpainUnderstanding the Financial Pros and Cons of Relocating To Spain
15th June 2023

Understanding the Financial Pros and Cons of Relocating To Spain

  There are myriad reasons to consider Spain as a relocation or retirement destination in terms of lifestyle, climate and culture. The global expat wealth management and expat financial advice…
Natalie
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Investment advice for expats investment time horizonsCompany NewsInvestmentInvestment Advice for Expats – Defining Investment Time Horizons
9th June 2023

Investment Advice for Expats – Defining Investment Time Horizons

Transitioning an investment portfolio overseas, analysing the impacts on your tax obligations, and assessing whether specific assets remain appropriate for your financial objectives can be complex – and there is…
Natalie
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Malcolm mcdowell pension lifetime allowance specialistIn The PressMalcolm McDowell, Lifetime Allowance Specialist, Launches Pension Planning Service Responding to UK Pension Tax Reforms
9th June 2023

Malcolm McDowell, Lifetime Allowance Specialist, Launches Pension Planning Service Responding to UK Pension Tax Reforms

  UK pension savers should take advantage of current pension taxation reforms, whilst the opportunity exists, advises UK Lifetime Allowance and Pensions Specialist Malcolm McDowell from Chase Buchanan Wealth Management.…
Natalie
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Uk income taxKnowledgeMoney ManagementComparing UK Income Tax Liabilities for Different Pension Structures
8th June 2023

Comparing UK Income Tax Liabilities for Different Pension Structures

Tax and pensions are two of the most complex factors for any individual planning to retire, access their lifetime savings, move abroad to another country, or make informed decisions about…
Natalie
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Isa restructuring for expats in canadaCanadaIn The PressCrossing Borders: A Practical Guide to ISA Restructuring for Expats in Canada
1st June 2023

Crossing Borders: A Practical Guide to ISA Restructuring for Expats in Canada

Prospective UK expats in Canada benefit from independent expat financial advice to inspect their options and evaluate the likely tax exposures of retaining or reinvesting their ISA funds. Read the full…
Natalie
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Expat tax and residency guidesIn The PressChase Buchanan Wealth Management Republishes Comprehensive Library of Expat Tax and Residency Guides for 2023
30th May 2023

Chase Buchanan Wealth Management Republishes Comprehensive Library of Expat Tax and Residency Guides for 2023

  Chase Buchanan Private Wealth Management has re-released its broad catalogue of complimentary, informative expat tax guides, pension and expat residency guides updated for 2023. Read the full article as published…
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Specialist expat lta advisory service with pensions expert malcolm mcdowellIn The PressChase Buchanan Wealth Management Launches Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowell
19th May 2023

Chase Buchanan Wealth Management Launches Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowell

  Chase Buchanan Private Wealth Management has announced a new service specifically designed to assist with wealth management and adapting pension savings strategies in light of UK Lifetime Allowance (LTA) reforms,…
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Canary islands vs spanish tax policiesCanary IslandsIn The PressThe Straightforward Guide to Spanish vs Canary Islands Tax Policies
18th May 2023

The Straightforward Guide to Spanish vs Canary Islands Tax Policies

  While the Canary Islands are part of Spain, there are contrasts in the tax treatments and liabilities between regions, particularly where municipal taxes make a significant difference to the…
Natalie
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Key considerations when moving abroad from the ukKnowledgeMoney ManagementKey Considerations When Moving Abroad From The UK
9th May 2023

Key Considerations When Moving Abroad From The UK

An overseas move is a major life change, but along with deciding where to live, accepting an employment offer, transitioning into retirement, or shipping your belongings to your new home…
Natalie
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How interest rates affect expat pensionsKnowledgeRetirementHow Interest Rates Affect Expat Pensions
3rd May 2023

How Interest Rates Affect Expat Pensions

Inflation has been a big talking point over recent months, affecting almost every country and in many cases reaching double digits. Currently, UK inflation is wavering at around the 10%…
Natalie
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Living in spainInvestmentKnowledgeMoney ManagementSpainLiving in Spain – 10 FAQs Answered
24th April 2023

Living in Spain – 10 FAQs Answered

Once we help individuals create a strategic plan for their visas, logistics and timings before moving to Spain; these are the most common questions we tend to receive about their…
Natalie
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Expats in canadaCanadaIn The PressExpats in Canada: Tax Obligations for Residents and Non-Residents
20th April 2023

Expats in Canada: Tax Obligations for Residents and Non-Residents

  Like most countries, expat tax obligations in Canada will depend on your residency position and whether you are considered a resident or non-resident taxpayer. Read the full article as…
Natalie
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The pros and cons of high income tax rates in belgiumBelgiumIn The PressThe Pros and Cons of High-Income Tax Rates in Belgium
14th April 2023

The Pros and Cons of High-Income Tax Rates in Belgium

  Often a key factor for prospective expatriates considering an overseas location, is expat tax obligations. It is important to understand the broader context and why in many cases, higher…
Natalie
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Understanding tax on pension lump sum withdrawalsRetirementTaxUnderstanding Tax on Pension Lump Sum Withdrawals
13th April 2023

Understanding Tax on Pension Lump Sum Withdrawals

Pension planning can be complex, and in an ideal world, everybody would like to access their retirement savings without paying higher taxes than necessary, with options to make pension lump…
Natalie
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Financial advice for moving to portugal from the ukKnowledgeMoney ManagementPortugalFinancial Advice for Moving to Portugal from the UK
7th April 2023

Financial Advice for Moving to Portugal from the UK

An international move is an exciting yet complex life change. While finding somewhere to live and planning the logistics of transporting your belongings overseas can be all-consuming, it's also important…
Natalie
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Expat financial adviceIn The PressChase Buchanan Private Wealth Management Partners To Provide Expert Advice to Expats
1st April 2023

Chase Buchanan Private Wealth Management Partners To Provide Expert Advice to Expats

  Chase Buchanan Wealth Management has formed a key partnership with Your Overseas Home to create a growing knowledge base of informative webinars to provide expat financial planning support and…
Natalie
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Malta tax efficient incentives for british expatsIn The PressMaltaMalta’s Tax-Efficient Incentives for British Expatriates
29th March 2023

Malta’s Tax-Efficient Incentives for British Expatriates

  Malta is one of the few EU countries that continues to offer a 'golden visa' scheme, inviting foreign nationals to invest in the economy, purchase or rent a property…
Natalie
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Living in malta advice for expatsKnowledgeMaltaLiving in Malta, Tax Advice For Expats
13th March 2023

Living in Malta, Tax Advice For Expats

Malta is a picturesque, beautiful island with a rich history, warm climate, enticing coastlines, a good quality schooling system, excellent healthcare, and small, friendly communities. For many expats, the quality…
Natalie
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Assignment of an investment bondKnowledgeMoney ManagementAssignment of an Investment Bond
10th March 2023

Assignment of an Investment Bond

Life insurance investment bonds are single-premium policies that provide tax efficiencies and comprise varied investments. Capital redemption bonds have fixed terms, allowing investors to select assets with strong growth potential…
Natalie
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What is a qropsKnowledgeQROPSWhat is a QROPS? Where International Pension Transfers Are Available
7th March 2023

What is a QROPS? Where International Pension Transfers Are Available

One of the big financial decisions for prospective expatriates planning a move abroad is how to manage their pension fund. Retirement savings built up over the years can be high-value…
Natalie
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Living in belgiumBelgiumKnowledgeLiving in Belgium as a Foreign National
20th February 2023

Living in Belgium as a Foreign National

Belgium is a popular European destination for expats from around the world, with excellent living standards, low crime rates, good infrastructure and a rich history, architecture, and cuisine. However, moving…
Natalie
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Investment portfolioInvestmentKnowledgeWhat is an Investment Portfolio? Tips for Designing a Customised Investment Plan
5th February 2023

What is an Investment Portfolio? Tips for Designing a Customised Investment Plan

An investment portfolio is a set of assets, financial products, and investments selected carefully to ensure the forecast returns, downside exposure, and product types match your requirements in terms of…
Natalie
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The expats guide to living in portugalMoney ManagementPortugalTaxThe Expats Guide to Living in Portugal
16th January 2023

The Expats Guide to Living in Portugal

Portugal has long been a favourite location for foreign nationals from the UK, US, and other European countries, with short-haul flights, affordable living, excellent infrastructure, a mild climate and beautiful…
Natalie
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Wealth management firm chase buchanan reflects back on positive year in 2022In The PressWealth Management Firm Chase Buchanan Reflects Back On Positive Year in 2022
29th December 2022

Wealth Management Firm Chase Buchanan Reflects Back On Positive Year in 2022

  The latest new locations and team expansion from Wealth Management company Chase Buchanan indicates that global expats are increasingly looking for confidence, experience and results. Read the full article…
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Global-outlookGlobal OutlookKnowledgeGlobal Outlook Winter 2022
20th December 2022

Global Outlook Winter 2022

The International Monetary Fund (IMF) has predicted a challenging 2023, reducing growth expectations and forecasting economic contraction in a third of the world, in its latest World Economic Outlook entitled…
Ian Woya
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Financial planning tips for life in portugalIn The PressPortugalFinancial Planning Tips for Life in Portugal
16th December 2022

Financial Planning Tips for Life in Portugal

  Portugal has a lot a to offer American expats and retirees, including favorable tax regimes, great weather, a low cost of living, and relatively easy immigration paths. Read the…
Natalie
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Considerations for expats building a passive income portfolioIncome StreamsKnowledgeConsiderations for Expats Building a Passive Income Portfolio
15th December 2022

Considerations for Expats Building a Passive Income Portfolio

Passive investment can present an excellent opportunity for expats who wish to generate a reliable, sustained income stream over time without the need for continual portfolio analysis and monitoring, or…
Natalie
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The value of expat tax services when preparing for an international relocationKnowledgeTaxThe Value of Expat Tax Services when Preparing for an International Relocation
6th December 2022

The Value of Expat Tax Services when Preparing for an International Relocation

Many expats living overseas benefit from expert expat tax services advice and financial planning guidance to safeguard their wealth, protect their pension benefits and ensure they have the right strategy…
Natalie
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Pros and cons of qrops pension transfers for defined contribution or defined benefit schemesKnowledgeQROPSRetirementPros and Cons of QROPS Pension Transfers for Defined Contribution or Defined Benefit Schemes
1st December 2022

Pros and Cons of QROPS Pension Transfers for Defined Contribution or Defined Benefit Schemes

Recognised Overseas Pension Schemes (now abbreviated to ROPS rather than QROPS) are one of the many tax-efficient ways overseas expats can transfer their pension benefits to their new country of…
Natalie
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Impact of the autumn statement on foreign national taxpayersKnowledgeTaxThe Impact of the Autumn Statement on Foreign National Taxpayers
22nd November 2022

The Impact of the Autumn Statement on Foreign National Taxpayers

The delayed Autumn budget, released on 17th November, confirmed speculation that it would focus on raising treasury tax revenues and strive for economic stability while introducing new support packages for…
Natalie
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Financial planning for us expats in portugalIn The PressPortugalWhy Financial Planning for US Expats is Key to a Long, Happy Life in Portugal
17th November 2022

Why Financial Planning for US Expats is Key to a Long, Happy Life in Portugal

  While Portugal has the very friendly Non-Habitual Residency (NHR) regime, preparing to take advantage of the benefits of NHR as a US connected person, can save you time and…
Natalie
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The average cost of living in cyprusCyprusKnowledgeMoney ManagementThe Average Cost of Living in Cyprus
9th November 2022

The Average Cost of Living in Cyprus

Cyprus is a popular destination for foreign nationals – not least with British expatriates looking for a mild climate, low living costs and advantageous tax structures. The island provides a…
Natalie
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Expat investment advice to prepareInvestmentKnowledgeOffshore InvestmentsExpat Investment Advice to Prepare for 2026
3rd November 2022

Expat Investment Advice to Prepare for 2026

As in many years, forecasts for 2026 are varied, but aspects like uncertainty around trade tariffs and political volatility mean that most economists are expecting a continuation of slow global…
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