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Retirement is a time of life that many British expats look forward to; with aspirations of relaxation, an outstanding quality of life, and a secure asset base to provide the quality of living you expect.
The key to reaching that aspiration is in the planning.
The Chase Buchanan Retirement Planning Guide is a complimentary resource, that will help you understand the importance of retirement planning – and why the time to start is now.
One of the most essential elements is knowing in advance what your aspirations are and what you have planned in terms of your desired lifestyle and location. Everybody is unique, and your retirement plans will depend on multiple factors:
- When you plan to retire, and where you intend to live.
- What expenditure you need to budget for during your retirement.
- Any other costs or outgoings you anticipate needing to provide for in that time.
- What you wish to do during your retirement, and planning for those costs.
- Whether you need a safety net or safeguard in place to protect against unforeseen circumstances.
- How your retirement plans link in with your succession planning strategy.
- Whether you own or wish to buy, property, and in which country.
These questions are just a few of the many considerations required to form a comprehensive retirement plan. With that in mind, seek professional, experienced retirement planning advice to steer you through the process.
As a UK national overseas, advance planning becomes even more important. There are many different tax efficiencies to consider, pension taxes to budget for, and investment rules that will impact the best retirement plan for you.
Download our FREE Retirement Planning Guide today for more information about how to budget effectively, and which questions you should consider when planning for your dream retirement.
Of course, retirement planning isn’t just about selecting investment products or pension funds that will sustain the activities you hope to be enjoying.
It is a complex area of financial advice where we will look at the pension products you own, and how your country of residence might treat that income from a taxation perspective.
Planning should always start as early as possible – even if you are many years away from your planned retirement date. The longer investments have to mature and accumulate growth, the stronger your retirement fund portfolio, and the more flexibility you have.
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Chase Buchanan offers comprehensive retirement planning services, including a retirement review where we work with you to gain a thorough understanding of what products you currently own, where we can make them work harder for you, and what retirement strategy is required to align optimally with your plans.
Our team created the Retirement Planning Guide to help highlight some of the key considerations – such as what type of pension products you hold, and how the income from those funds is likely to dictate your retirement circumstances.
About Chase Buchanan
By acting now, you have the opportunity to sculpt your retirement strategy in the most advantageous way. And, as a UK national living overseas, the advent of Britain’s departure from the EU might mean that time is of the essence.
The Chase Buchanan wealth management teams are based in offices throughout Europe, as well as in the US, Isle of Man, Canada, and our UK Administration Centre.
We deliver structured, transparent advice about how your retirement plans are best catered for, with clear oversight of tax legislation and cross-border pension fund rules that will impact the ideal way to plan for your retirement.
Download your complimentary Guide today, and contact the Chase Buchanan expert teams to start work on planning for your ideal retirement, with the support of an adviser with years of experience in navigating the retirement financial planning framework.
FREE GUIDE
Retirement Planning
If you’re thinking about your retirement plan, it’s likely that you are considering whether a pension is the right thing to invest in. There’s a lot of conflicting information out there about pensions. Download our definitive guide to retirement planning which will give you the background into pensions and different types of pension schemes.
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Download Guides for UK Expats
View our range of complimentary download guides, created to support your UK expat lifestyle, wherever you live now or plan to in the future.
Expat Tax Guide - Italy
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This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
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With a unique blend of geography, cultures, and an outstanding quality of living, Belgium remains one of the most appealing destinations for families, professionals, and retirees alike.
Expat Tax Guide - Cyprus
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Cyprus is a multi-faceted country, offering one of the finest climates in the Mediterranean as well as multiple employment opportunities, a safe and relaxed culture popular with families, and a peaceful way of life for retirees.
Expat Tax Guide - France
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France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Expat Tax Guide - Portugal
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Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
Expat Tax Guide - Spain
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As more UK nationals look overseas for lucrative work opportunities and a relaxed retirement, Spain remains one of the most popular destinations. The scenery, climate, and pace of life are all compelling reasons to relocate.
Residency Guide - Cyprus
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Hundreds of thousands of British nationals enjoy life overseas, and it is essential to understand how your residency status will affect your tax liabilities over the long term.
Residency Guide - France
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From January 2021, the UK became an independent nation and is no longer part of the EU. British nationals living in France continue to cope with concerns amid much uncertainty about what the future will hold, with prospective expats unclear about what may have changed.
Residency Guide - Portugal
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While the UK has not been part of the EU since early 2021, many expats still feel a great deal of uncertainty about whether the prospect of relocating abroad remains viable and how their residency or tax position may change in the future.
Residency Guide - Spain
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For the millions of UK nationals living, working and studying in Spain, the UK’s departure from the EU in early 2021 gave rise to uncertainty and concern about how their position may change in terms of residency, taxation, and the right to relocate.
Irish Pension Transfers
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Retirement income and pensions are often among the most valuable assets we hold, they can dictate our future lifestyle, our comfort and our enjoyment throughout our retirement years.
International Pension Transfers
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Planning for retirement overseas can be such an exciting time with the opportunities to relax and travel the world, but for many people planning to spend their retirement abroad, understanding the rules and complexities of international pension transfers can be challenging.
Guide to Retiring in the EU
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With around half a million UK nationals retiring in the EU in the post-Brexit world, understanding the security of future pension income, taxation rates, and possibilities for cross border transfers is a crucial requirement.
Expats Guide to Brexit (Q4 2020)
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We have created our FREE downloadable guide – Expats Guide to Brexit – which explains what leaving the EU/EEA means for UK nationals in Europe along with all the essential information you need to know.
Education Fee Planning
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If you are considering different education options for yourself or your children, download our Guide to Private Education Planning to find out how you can manage your finances to ensure you get the education you want.
Health, Income & Life Protection
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While you accumulate your wealth, it's essential to ensure you properly protect it. Your health and life is vital to your earnings potential and the future of your family.
Investment Scams Guide
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In a world where financial fraud and investment scams are rife, every investor needs to understand the potential signs something is not as it should be.
Offshore Investment
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There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.
Retirement Planning
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If you're thinking about your retirement plan, it's likely that you are considering whether a pension is the right thing to invest in.
SIPPs v QROPS
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SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
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Although the 2023 announcements around removing the LTA have been well-publicised, numerous other factors may still be unclear and advice is best sought. Download the latest LTA advice on how the 2023 Lifetime Allowance amendments may affect your retirement plan.
Expat Tax Guide - Malta
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Whether you’re planning your retirement on the beautiful Maltese islands, looking to purchase a property, invest, or relocate permanently to the Mediterranean coastline, protecting your wealth is important.