- Criteria for expats to be considered tax residents in Italy.
- Income taxation charges, bands and allowances.
- International investment and offshore asset management.
- Estate planning considerations and inheritance tax exposure.
- Retaining or selling property or other assets based in the UK.
- Planning for inheritance where your estate contains assets in both the UK and Italy.
- Moving a business or professional occupation to Italy.
- Structuring investments and pension schemes to account for your move.
About Chase Buchanan Wealth Management
Trusted advice made simple
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.
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.
France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
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.