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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.
Chase buchanan wealth management team expansion in spainIn The PressChase 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…
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…
Retire to portugal post golden visaIn The PressHow 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…
Buying a house in spainKnowledgeMoney ManagementHow 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…
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,…
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…
Spanish wealth tax chargesKnowledgeTaxBudgeting 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…
French property tax for uk residentsIn 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.
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…
Planning for retirement in tenerifeKnowledgeRetirementPlanning 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…
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…
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,…
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…
Retirement in portugal following the closure of the golden visa schemeKnowledgeRetirementPlanning 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…
Property tax in spainKnowledgeTaxHow 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…
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…
Property tax in portugal tax regulations explainedKnowledgeWill 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…
Establishing the correct tax residency position when returning to the uk from spainIn The PressEstablishing 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
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…
Expat wealth management firm, chase buchanan, announces free information sharing seminar for expatriates in tenerifeIn 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…
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…
Pension planning for retirement in belgiumKnowledgeRetirementPension 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…
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,…
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…
Buying property in canadaKnowledgeOffshore 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…
Property tax in franceKnowledgeOffshore 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…
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 considering…
Understanding the portugal capital gains tax systemIn The PressUnderstanding 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 basis…
Planning for retirement in canada for expatsKnowledgeRetirementPlanning 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…
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…
Retiring to spain from the ukKnowledgeRetirementRetiring 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…
Taxes when buying property in portugalInvestmentKnowledgeOffshore InvestmentsTaxes 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…
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…
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.  
Spanish residencyCompany NewsApplying 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…
Buying a property in franceKnowledgeOffshore 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…
Preparing finances for 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.
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.
Retiring to france from the ukKnowledgeMoney 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…
Cyprus residency by investmentInvestmentKnowledgeCyprus 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.…
Buying property in malta for expatsKnowledgeOffshore 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…
Expats moving to belgium from the ukKnowledgeMoney 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…
Transferring your uk pension to franceKnowledgeMoney 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…
The end of the portuguese nhr schemeKnowledgeThe 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…
Purchasing a second home in maltaKnowledgeOffshore 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…
Moving to canada from the ukKnowledgeVisa 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…
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 in…
The cost of living in the canary 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, looking for beautiful beaches, a relaxed pace of life and friendly communities suited…
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 in…
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.
Living in franceKnowledgeBudgeting 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…
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…
Budgeting for taxes when buying a property in spainKnowledgeMoney ManagementOffshore InvestmentsBudgeting 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…
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…
Wealth management firm chase buchanan continues spain focus with three offices in extended regionIn The PressWealth 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 article…
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…
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: whether…
Moving to cyprusIn 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 The…
Portugal crypto taxationKnowledgeMoney ManagementTaxWhat 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…
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…
Financial advice for moving to france from the ukKnowledgeMoney 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…
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 as…
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…
Chase buchanan french officeIn 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 French…
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…
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…
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…
Uk expats in canadaIn 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.
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 heavy…
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…
Moving to cyprus from the ukKnowledgeMoney 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…
Moving to spainIn The PressUnderstanding 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 specialists…
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…
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. Read…
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, intelligent decisions…
Isa restructuring for expats in canadaIn 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…
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 in…
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, with…
Canary islands vs spanish tax policiesIn 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 combined…
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…
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%…
Living in spainInvestmentKnowledgeMoney ManagementLiving 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…
Expats in canadaIn 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 published…
The pros and cons of high income tax rates in belgiumIn 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 taxes…
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…
Financial advice for moving to portugal from the ukKnowledgeMoney ManagementFinancial 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…
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 advice.…
Malta tax efficient incentives for british expatsIn The PressMalta’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 and…
Living in maltaKnowledgeLiving 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…
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…
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…
Living in belgiumKnowledgeLiving 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…
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…
The expats guide to living in portugalMoney ManagementTaxThe 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…
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 as…
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…
Financial planning tips for life in portugalIn The PressFinancial 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 full…
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 seem like an ideal opportunity for expats to generate a reliable income stream over time without any continual portfolio analysis or monitoring. Also known as buy-and-hold, passive…
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…
Qrops pension transfersKnowledgeQROPSRetirementPros 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…
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…
Financial planning for us expats in portugalIn The PressWhy 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 money…
The average cost of living in cyprusKnowledgeMoney 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…
Expat investment advice to prepare for 2023InvestmentKnowledgeOffshore InvestmentsExpat Investment Advice to Prepare for 2023
3rd November 2022

Expat Investment Advice to Prepare for 2023

Outlooks and forecasts for 2023 are wildly contrasting but primarily gloomy, with the prospect of ongoing global inflation, recession, and instability – but it is vital to remember that even…
Budgeting for the cost of living in spainCompany NewsBudgeting for the Cost of Living in Spain
13th October 2022

Budgeting for the Cost of Living in Spain

Spain has long been one of the most popular countries for expats from around the world, with a simple, relaxed lifestyle and a vibrant culture. There are numerous considerations when…
Chase buchanan wealth management opens new canary island officeIn The PressChase Buchanan Wealth Management Opens New Canary Island Office
11th October 2022

Chase Buchanan Wealth Management Opens New Canary Island Office

The established private wealth management firm has announced the opening of a new office location in the Canary Islands, complementing the existing provision in Spain, ensuring expats in the EU have…
Essential components of offshore asset managementInvestmentOffshore InvestmentsThe Essential Components of Offshore Asset Management
3rd October 2022

The Essential Components of Offshore Asset Management

The concept of offshore investment is just that, relocating some of your wealth to another country or jurisdiction, usually as a way to diversify your portfolio or take advantage of…
The impact of recession on expat investment planningInvestmentKnowledgeMoney ManagementThe Impact of Recession on Expat Investment Planning
30th September 2022

The Impact of Recession on Expat Investment Planning

There is little doubt that expat investment planning has become more important over the last three years, as global crises seem to follow hot on each other's heels. At Chase…
Global wealth manager sets up us expat advice operation in europeIn The PressGlobal wealth manager sets up US expat advice operation in Europe
28th September 2022

Global wealth manager sets up US expat advice operation in Europe

Chase Buchanan Wealth Management has unveiled a financial support service for US expats navigating a move to Europe. Read the full story as published in International-Adviser.com.
Expat pension advice accessing your pension earlyKnowledgeMoney ManagementRetirementExpat Pension Advice – Accessing Your Pension Early
22nd September 2022

Expat Pension Advice – Accessing Your Pension Early

In most cases, accessing a pension early isn't possible, but this is not a universal rule. The caveat is that if you have a pension scheme that permits withdrawals before…
Andalucía wealth tax scrappedKnowledgeTaxAndalucía Wealth Tax Scrapped, Effective Immediately
21st September 2022

Andalucía Wealth Tax Scrapped, Effective Immediately

Junta President, Juanma Moreno, announced yesterday that wealth tax levies (el impuesto de patrimonio) would be eliminated across the region, corresponding with a reduced income tax rate, and the cancellation…
Qualify for maltese citizenshipInvestmentKnowledgeFinancial Factors of Investing to Qualify for Maltese Citizenship
1st September 2022

Financial Factors of Investing to Qualify for Maltese Citizenship

We've previously written about the various routes to Maltese citizenship and residency, which covers the different visa application guidelines and investment thresholds to qualify. In this article we expand on…
Understanding overseas university feesCompany NewsUnderstanding Overseas University Fees
22nd August 2022

Understanding Overseas University Fees

Educational costs are one of the core components of a long-term financial plan for many expatriates with children, grandchildren or family members, whether they intend to study in their home…
Chase buchanan brand ambassador david howellIn The PressChase Buchanan Brand Ambassador David Howell Joins the Golfing Elite with 700 DP World Tour Events
5th August 2022

Chase Buchanan Brand Ambassador David Howell Joins the Golfing Elite with 700 DP World Tour Events

Chase Buchanan Brand Ambassador, golfer David Howell, has reinforced his legend status on the DP World Tour after teeing up for his 700th event at the 2022 Cazoo Open supported…
Your isa when you move overseasInvestmentKnowledgeMoney ManagementWhat to Do With Your ISA When Moving Overseas
1st August 2022

What to Do With Your ISA When Moving Overseas

An ISA (Individual Savings Account) is a common component of a long-term savings and investment portfolio - but if you move outside of the UK, you need to decide on…
Chase buchanan as head of global salesIn The PressEx Standard Life Head of Region Joins Wealth Management Firm Chase Buchanan as Head of Global Sales
20th July 2022

Ex Standard Life Head of Region Joins Wealth Management Firm Chase Buchanan as Head of Global Sales

The Private Wealth Management firm Chase Buchanan has recently appointed ex Standard Life, Paul Lanigan as Head of Global Sales, reporting to Group CEO Lee Eldridge. Read the full story…
Offshore bondsInvestmentKnowledgeOffshore InvestmentsAre Offshore Bonds a Viable Expat Investment Product?
18th July 2022

Are Offshore Bonds a Viable Expat Investment Product?

Offshore bonds (also known as international bonds) can be a tax-efficient product for global expatriates looking for a medium to long-term investment with a five-year term or longer. In the…
Uk expats javeaIn The PressWealth Management Firm Continues Global Expansion for UK Expats
13th July 2022

Wealth Management Firm Continues Global Expansion for UK Expats

Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad. Read…
Myth busting misconceptions about the viability of investmentInvestmentKnowledgeMyth-busting Misconceptions About the Viability of Investment
12th July 2022

Myth-busting Misconceptions About the Viability of Investment

Investment is an exponentially broad field, with countless products, strategies, timeframes and risk methodologies - and one that is often misunderstood. It is impossible to overstate the scale of options…
How will uk tax band freezes impact expat wealthKnowledgeTaxHow Will UK Tax Band Freezes Impact Expat Wealth
7th July 2022

How Will UK Tax Band Freezes Impact Expat Wealth

The 2022 budget introduced little in the way of changes, but the strategy of freezing tax reliefs, allowances and exemptions is a long game, with much of the impact just…
Currency fluctuations when managing an expat investment portfolioKnowledgeMoney ManagementThe Importance of Currency Fluctuations When Managing an Expat Investment Portfolio
2nd July 2022

The Importance of Currency Fluctuations When Managing an Expat Investment Portfolio

Currency exposure is a key concern for expatriates living overseas - for example, should you invest in the local currency, USD, EUR or GBP, and what difference will it make…
Living in malta as a tax residentKnowledgeMoney ManagementTaxLiving in Malta as a Tax Resident: Advice for Expats
25th June 2022

Living in Malta as a Tax Resident: Advice for Expats

The Maltese tax regime offers distinct advantages, depending on your residency status, with a system that works somewhat differently from the UK. Whether you are already living or working in…
The statutory residence test expat tax residency statusKnowledgeMoney ManagementRetirementTaxThe Statutory Residence Test – Unpicking Expat Tax Residency Status
15th June 2022

The Statutory Residence Test – Unpicking Expat Tax Residency Status

The UK's Statutory Residence Test (SRT) is something you'll come across if you live abroad, split your time between countries, or earn an income overseas - but it can be…
Golden visa investment schemesInvestmentKnowledgeAre Golden Visa Investment Schemes About to Change Forever?
5th June 2022

Are Golden Visa Investment Schemes About to Change Forever?

Golden visas, or citizenship by investment (CBI) schemes, have long been an option for expatriates looking to relocate. Foreign nationals can buy an overseas home or invest in a non-profit…
Veteran golf charity gains support from global wealth management firmIn The PressVeteran Golf Charity Gains Support From Global Wealth Management Firm
1st June 2022

Veteran Golf Charity Gains Support From Global Wealth Management Firm

The financial advisor team at Chase Buchanan’s Spanish office were delighted to join forces with the Spanish tax, legal, audit and accountancy experts Spence Clarke, who have for a number of years…
Inflation and interest ratesCompany NewsMoney ManagementWealth BuildingWhat Inflation and Interest Rates Mean for Market Volatility in 2022
20th May 2022

What Inflation and Interest Rates Mean for Market Volatility in 2022

Sharp shifts in interest rates, living costs, and household expenditure dominate the news - but what does inflation mean for investors, and what can we do to prepare for the…
The most tax-efficient countries to retire toMoney ManagementTaxThe Most Tax-Efficient Countries to Retire To
15th May 2022

The Most Tax-Efficient Countries to Retire To

Selecting an overseas retirement destination is often difficult, with complex considerations around location, climate, community, healthcare, and living standards. It's also important to evaluate how your income and outgoings may…
Comparing financial advice standardsKnowledgeMoney ManagementComparing Financial Advice Standards: UK vs Canadian Financial Advice Regulation
20th April 2022

Comparing Financial Advice Standards: UK vs Canadian Financial Advice Regulation

The regulatory framework in Canada tends to be more complex than in the UK, given that individual provinces have some degree of autonomy about factors such as consumer protection legislation.…
Retiring to maltaKnowledgeRetirementRetiring to Malta – Secure Your Pension Fund as an Expat
15th April 2022

Retiring to Malta – Secure Your Pension Fund as an Expat

Malta is a highly desirable European destination, with advantageous visa programmes, beautiful island scenery and a near-perfect climate. Foreign nationals often choose Malta in preference to other destinations owing to…
Time for an investment portfolio reviewInvestmentKnowledgeIs It Time You Had An Investment Portfolio Review?
11th April 2022

Is It Time You Had An Investment Portfolio Review?

Over time, our investment aspirations and acceptable risk exposure will inevitably change, impacted by many variables and scenarios. If you haven't reviewed your portfolio (or can't remember the last time…
Global-outlookKnowledgeGlobal OutlookGlobal Outlook Spring 2022
6th April 2022

Global Outlook Spring 2022

The Russian invasion of Ukraine is a humanitarian disaster, in addition to the tragic loss of life and disruption to the lives of many, the economic impact is being felt…
Chase buchanan private wealth management global brand ambassador david howellIn The PressChase Buchanan Wealth Management Play Another 18 Holes with Golf Legend David Howell in 2022
23rd March 2022

Chase Buchanan Wealth Management Play Another 18 Holes with Golf Legend David Howell in 2022

David Howell, the multiple European Tour and Ryder Cup winner, has continued his partnership with global private wealth management and financial planning company Chase Buchanan. Read the full story as…
British state pension in canadaKnowledgeRetirementClaiming a British State Pension in Canada: Taxes for Expats Explained
21st March 2022

Claiming a British State Pension in Canada: Taxes for Expats Explained

The British State Pension is claimable from any country. But, things can get complicated if you’re receiving both private and state benefits, need to convert that income into Canadian Dollars…
Financial adviser in spainMoney ManagementKnowledgeChoosing a Professional Financial Adviser in Spain
10th March 2022

Choosing a Professional Financial Adviser in Spain

If you've recently moved to Spain, need to tackle your taxation obligations, or require support with a specific financial decision, the quality of your financial adviser is an important factor.…
Chase buchanan wealth management continues global expansion of financial advisersIn The PressChase Buchanan Wealth Management Continues Global Expansion of Financial Advisers
9th March 2022

Chase Buchanan Wealth Management Continues Global Expansion of Financial Advisers

Chase Buchanan Wealth Management is undertaking a dynamic expansion, creating private wealth management hubs throughout Europe and beyond to provide adept support to foreign nationals living abroad. Read the full…
Safely manage cross border investments as an expatInvestmentOffshore InvestmentsSafely Manage Cross-Border Investments as an Expat
5th March 2022

Safely Manage Cross-Border Investments as an Expat

As more and more people relocate across borders and choose to settle in alternative destinations, the world of cross-border banking and investment has greatly expanded - but the choices you…
Finding an accredited financial adviser in canadaMoney ManagementFinding an Accredited Financial Adviser in Canada
2nd February 2022

Finding an Accredited Financial Adviser in Canada

Financial advice is a broad sector, with a huge contrast between the quality, costs, reliability and nature of guidance offered. Finding an adviser you trust to steer you through your…
The best expat investment opportunities in 2022InvestmentWealth BuildingThe Best Expat Investment Opportunities in 2022
1st February 2022

The Best Expat Investment Opportunities in 2022

While it is impossible to predict market movements with absolute certainty, 2022 presents an interesting range of investment opportunities for global expats. Post-pandemic economic recovery, emerging tech and interest in…
Tax return obligations and deadlines as a uk non residentTaxTax Return Obligations and Deadlines as a UK Non-Resident
31st January 2022

Tax Return Obligations and Deadlines as a UK Non-Resident

The 31st January self-assessment filing deadline remains the same every year. Still, millions of taxpayers continue to pay late filing penalties and interest charges, often due to misunderstanding their obligations…
Expat savings adviceMoney ManagementInvestmentExpat Savings Advice – Leveraging Your Assets as a Retirement Strategy
18th January 2022

Expat Savings Advice – Leveraging Your Assets as a Retirement Strategy

When it comes to savings, many people are naturally reluctant to move their money or do anything that could impact the total value - even if the associated risk is…
Wealth management for expatsMoney ManagementWealth BuildingWealth Management for Expats: Global Consumer Protection Schemes Explained
15th January 2022

Wealth Management for Expats: Global Consumer Protection Schemes Explained

Most British nationals know of the Financial Services Compensation Scheme (FSCS). This consumer protection means that amounts deposited with a UK institution are insured to £85,000, per person, per organisation.…
Ten expat inestment advice tipsInvestmentTen Expat Investment Advice Tips
5th January 2022

Ten Expat Investment Advice Tips

Investing as an expat comes with a multitude of complications and tax considerations. A profitable investment portfolio is certainly achievable, building capital growth over the long term with a stable,…
Global-outlookGlobal OutlookGlobal Outlook Winter 2021
20th December 2021

Global Outlook Winter 2021

  In early December, the Organisation for Economic Co-operation and Development (OECD) published its latest appraisal of world economic prospects. In a relatively positive assessment, the Paris-based soothsayer predicted that…
Family focused financial planningKnowledgeMoney ManagementFamily-Focused Financial Planning: How to Talk About Money 
17th December 2021

Family-Focused Financial Planning: How to Talk About Money 

Wealth is often a sticky subject for families, but it's also important for children and relatives to understand things like inheritance tax planning. There are countless options and potential opportunities…
Translating your investment portfolioKnowledgeInvestmentPerformance Points: Translating Your Investment Portfolio Performance
16th December 2021

Performance Points: Translating Your Investment Portfolio Performance

Most investors rely on their advisers and fund managers to deliver reports showing how their assets are performing and projecting future returns. The issue can be that investment portfolio reports…
Ehic – what happens post brexit for expatsKnowledgeEHIC – What Happens Post-Brexit for Expats?
29th November 2021

EHIC – What Happens Post-Brexit for Expats?

Health insurance is a prerequisite for most international visas, and sourcing affordable, quality treatment remains a concern for many expats in a post-Brexit world. Let’s look at how the EU…
Tax implications of transferring a uk pension to canadaTaxRetirementTax Implications of Transferring a UK Pension to Canada
16th November 2021

Tax Implications of Transferring a UK Pension to Canada

Decisions about the right way to access your UK pension in Canada should never be taken lightly, with the risk of exposing savings to substantial (and often unnecessary) taxation. Here…
Later life careKnowledgeRetirementBudgeting for Later Life Care – The Expats Guide
15th October 2021

Budgeting for Later Life Care – The Expats Guide

Later life care is important to factor into your retirement planning, whether you'd like to guarantee first-class support for your relatives or ensure your retirement needs will be taken care…
Pension fund is likely to hit the lifetime allowance limitKnowledgeRetirementHow to Calculate if Your Pension Fund is Likely to Hit the Lifetime Allowance Limit
9th October 2021

How to Calculate if Your Pension Fund is Likely to Hit the Lifetime Allowance Limit

Regular pension reviews are important to ensure you're on track to hit your aspirations. Identifying a potential shortfall early can be invaluable in adjusting your investments to ensure your retirement…
David howell golf seveGolfCompany NewsRemembering the one and only, Seve
7th October 2021

Remembering the one and only, Seve

Every time I set foot on Spanish soil to play golf I can't help but think about all the amazing golfers that have come from this part of Europe. So…
Uk state pensionKnowledgeRetirementWhat Happens to My UK State Pension if I Move Abroad?
29th September 2021

What Happens to My UK State Pension if I Move Abroad?

Living overseas comes with many advantages and transitions - not least identifying what happens to your pension schemes. Here we look at what happens to your UK State Pension if…
Wealth management strategyKnowledgeMoney ManagementWealth BuildingHow to Risk-Assess Your Wealth Management Strategy
22nd September 2021

How to Risk-Assess Your Wealth Management Strategy

Risk exposure and risk appetite are terms you'll often hear in a wealth management context - and they're essential to understand. The goal for many individuals is to have a…
Global-outlookGlobal OutlookGlobal Outlook Autumn 2021
15th September 2021

Global Outlook Autumn 2021

  Although the strength of the global recovery over the first half of this year exceeded many expectations, the economic outlook continues to remain uncertain. While future growth prospects are…
Citizen vs residentTaxKnowledgeCitizen vs Resident – What is the Difference?
9th August 2021

Citizen vs Resident – What is the Difference?

The contrasts between citizenship, residency and tax residency aren’t always obvious. However, they can make a profound difference to your living costs and security as an expat. Citizenship, for example,…
Expat pension planning canadaKnowledgeQROPSRetirementExpat Pension Planning Advice for Retirement in Canada
2nd August 2021

Expat Pension Planning Advice for Retirement in Canada

Canada is one of the most popular expat destinations in the world – and with good reason. But, along with deciding where to live, enrolling in schools and registering for…
Investment portfolio plateauInvestmentKnowledgeSix Tips to Prevent an Investment Portfolio Plateau
19th July 2021

Six Tips to Prevent an Investment Portfolio Plateau

Creating a high-performing investment portfolio is one thing - making sure it stays that way, quite another. The reality is that markets change, currencies fluctuate, risk appetites evolve, and your…
Expat retirement in cyprusRetirementKnowledgeMoney ManagementPlanning for Expat Retirement in Cyprus
5th July 2021

Planning for Expat Retirement in Cyprus

If you’re planning to relocate to enjoy an idyllic coastal lifestyle in Cyprus, one of the essentials to put on your list is a pension review. While we know that…
Pension planning in belgiumKnowledgeRetirementExpat Advice for Pension Planning In Belgium
28th June 2021

Expat Advice for Pension Planning In Belgium

Moving overseas comes with so many 'to-do' lists; it might feel like the simplest option is to leave your pension products in place. However, it's impossible to exaggerate the critical…
David howell the european tourCompany NewsBeing On The European Tour in the Time of Covid
24th June 2021

Being On The European Tour in the Time of Covid

This week has been my birthday, 46 years old. An occasion that often lends itself to moments of reflection. I’ve been playing and traveling on the European Tour for 26…
Uk lifetime allowance taxesKnowledgeMoney ManagementRetirementUK Lifetime Allowance Taxes – How to Protect Your Pension
12th June 2021

UK Lifetime Allowance Taxes – How to Protect Your Pension

While having a pension fund of over £1 million may seem ideal, retirees face a complication. If they contribute over the Lifetime Allowance limit, they face potentially substantial tax bills…
Compound interestKnowledgeMoney ManagementCompound Interest: The Highs and Lows
25th May 2021

Compound Interest: The Highs and Lows

Compound interest is a financial term often heard but little understood. It's something you'll commonly see associated with borrowing products, including loans and credit cards, and with savings accounts and…
Expat financial adviceKnowledgeMoney ManagementThe Post-Brexit Expat Financial Advice Crisis
15th May 2021

The Post-Brexit Expat Financial Advice Crisis

Changes to financial regulation laws following the UK's departure from the EU have a serious impact on hundreds of thousands of British expats living in Europe. Worryingly, many seem unaware…
David howell brand ambassadorCompany NewsGolfDavid Howell – Chase Buchanan Brand Ambassador
13th May 2021

David Howell – Chase Buchanan Brand Ambassador

Multiple European Tour and Ryder Cup winner David Howell has signed a partnership agreement with private wealth management company Chase Buchanan becoming their latest global Ambassador. The partnership was announced…
Expat retirement planningKnowledgeRetirementExpat Retirement Planning – Now is the Best Time to Start
28th April 2021

Expat Retirement Planning – Now is the Best Time to Start

Retirement can creep up on us, and it's common for younger adults to assume they have plenty of years to think about saving and budgeting. Having a pension scheme is…
Succession planning spainKnowledgeMoney ManagementControlled Succession Planning Considerations for Expats in Spain
10th April 2021

Controlled Succession Planning Considerations for Expats in Spain

Estate planning, or succession planning, is always a key priority for expats who want to ensure their assets and wealth are distributed to their intended recipients when they pass away.…
Uk inheritance taxTaxKnowledgeUK Inheritance Tax Rules – The FAQs
22nd March 2021

UK Inheritance Tax Rules – The FAQs

Inheritance Tax, or IHT, is a complicated topic with many different factors, clauses and conditions to bear in mind. This complexity means that, unlike other British tax categories, IHT differs…
Financial futureMoney ManagementKnowledgeFive Ways to Safeguard Your Financial Future
21st March 2021

Five Ways to Safeguard Your Financial Future

We work diligently throughout our lives to progress in our careers, make sound investment decisions, and manage our wealth as efficiently as possible. Protecting that wealth, and defending against risk…
Expat succession planningKnowledgeMoney ManagementFuture Proof Expat Succession Planning
18th February 2021

Future Proof Expat Succession Planning

Succession planning is a vital consideration for expats around the world. Putting a strategy in place can make the process significantly easier for your beneficiaries, as well as preserving the…
Investing in british propertyInvestmentThe True Cost of Investing in British Property
11th February 2021

The True Cost of Investing in British Property

Bricks and mortar is a mainstay of the UK investment market. While many sectors have more significant potential for fluctuation, the property market is a stable, long-term investment option where…
Investment productsInvestmentOffshore InvestmentsMoving to Spain: Evaluating Tax-Efficiencies of UK Assets and Investments
25th January 2021

Moving to Spain: Evaluating Tax-Efficiencies of UK Assets and Investments

If you've moved to Spain as a foreign national, or are considering relocating to the Mediterranean shores, having a budget and a plan is even more vital than packing your…
Uk expatsKnowledgeChecklist for UK Expats Returning to Britain 
23rd January 2021

Checklist for UK Expats Returning to Britain 

Over the last year, Brexit combined with the COVID-19 pandemic have undoubtedly made it more likely that UK expats living overseas will decide to return home. That could be temporary,…
Financial adviserMoney ManagementEvaluate the Value of Your Financial Adviser During a Crisis
20th January 2021

Evaluate the Value of Your Financial Adviser During a Crisis

There is no doubt that the past year has been significantly challenging for us all. Not least for British expats who are residing in a European country. With the unique…
Uk inheritance taxTaxUK Domicile and UK Inheritance Tax
10th January 2021

UK Domicile and UK Inheritance Tax

The subject under discussion here is UK Inheritance Tax and it is a complicated and often misunderstood tax. It not only has a relevance to UK residents, but this article…
Global-outlookGlobal OutlookBrexitCOVID-19Global Outlook Winter 2020
22nd December 2020

Global Outlook Winter 2020

The pandemic continues to present an array of challenges but, as we stand on the precipice of a New Year, shoots of optimism are beginning to emerge, with rising hopes…
Uk expat pensionsBrexitKnowledgeHow Brexit Will Forever Alter UK Expat Pensions
16th December 2020

How Brexit Will Forever Alter UK Expat Pensions

As 2020 continues to spin from one crisis to the next, Brexit seems to have faded into the background. After all, the UK has already left the European Union, and…
Your investment portfolioBrexitInvestmentKnowledgeAre you Paying too Much for Your Investment Portfolio?
30th November 2020

Are you Paying too Much for Your Investment Portfolio?

The Chase Buchanan teams around the world are focussing on making sure every one of our clients is 2021 tax ready. Repeatedly, as we conduct investment portfolio reviews and fee…
Uk expats & brexitBrexitUK Expats & Brexit – Planning for Financial Security
1st October 2020

UK Expats & Brexit – Planning for Financial Security

With around 5.5 million UK nationals living permanently abroad, the upcoming end of the Brexit Transition Period on 31st December 2020 is a serious concern for almost 10% of British…
Uk nationals in europeBrexitUK Nationals in Europe – Is Your Bank Account At Risk?
28th September 2020

UK Nationals in Europe – Is Your Bank Account At Risk?

On 31st December 2020, the Transition Period will end, and the UK departure from the EU will come into force. While discussions continue around life past 2020, there remains much…
Pension transfer processKnowledgeRetirementUnderstanding the UK Pension Transfer Process
10th August 2020

Understanding the UK Pension Transfer Process

Our pensions are one of the most crucial financial investments we make and are there to provide a safe, comfortable and secure retirement enjoying all the things we love! However,…
Offshore investment managementKnowledgeOffshore InvestmentsUnderstanding Offshore Investment Management 
23rd July 2020

Understanding Offshore Investment Management 

When it comes to investing our money, it is essential to understand the terminology and the process. Offshore investment is a lucrative opportunity - particularly for expats looking to maximise…
Financial planning KnowledgeMoney ManagementWhere to Start with Financial Planning 
8th July 2020

Where to Start with Financial Planning 

Financial planning can feel like a minefield; you know that taking care of your assets and planning for the future is vital, but don't know where to start! As global…
Global-outlookGlobal OutlookGlobal Outlook
Summer 2020
23rd June 2020

Global Outlook
Summer 2020

The pandemic has inflicted an enormous human cost across the globe. The response, which has involved governments’ imposing a range of necessary measures designed to combat the spread of the…
Financial adviser feesKnowledgeMoney ManagementFinancial Adviser Fees – What You Should Know
22nd June 2020

Financial Adviser Fees – What You Should Know

A financial adviser is an invaluable resource for expats in effectively managing your finances. When it comes to making important investment decisions, particularly around the complexities of cross-border transactions, a…
Expat tax planningTaxKnowledgeCross-Border Lockdown Living – Expat Tax Planning
2nd June 2020

Cross-Border Lockdown Living – Expat Tax Planning

For the many expats who share their time between the UK and overseas, the extensive global travel restrictions in place due to lockdown legislation presents a unique challenge. Lockdown Travel…
Retirement planningCompany NewsRetirementClose to Retirement – Tips for Turbulent Market Retirement Planning
18th May 2020

Close to Retirement – Tips for Turbulent Market Retirement Planning

Media reports and forecasts of a volatile financial market, currency devaluations and impending financial crises are worrying at the best of times. If you are nearing retirement, a turbulent market…
How much money do i need to retire abroadCompany NewsRetirementHow Much Money Do I Need to Retire Abroad?
3rd May 2020

How Much Money Do I Need to Retire Abroad?

We look forward to retirement as a relaxing, rewarding period of our lives when we can take a step back from the breakneck speed of working life. Expats choose to…
Taxes for expatsKnowledgeTaxTaxes for Expats in Spain
22nd April 2020

Taxes for Expats in Spain

Living in Spain offers a complete change in the pace of life from many other countries. However, once you have relocated and are enjoying the lifestyle on offer, you will…
Wealth management for expatsMoney ManagementWealth Management for Expats – Top Considerations
22nd April 2020

Wealth Management for Expats – Top Considerations

One of the most important aspects to consider when relocating to a new country is your quality of life. Wealth management for expats is an essential consideration to ensure that…
Expat forums in spainKnowledgeTop Expat Forums in Spain
22nd April 2020

Top Expat Forums in Spain

It isn’t hard to see why Spain is such a popular destination. With a rich culture and heritage, high standard of living and, of course, the luscious Mediterranean climate, it…
Expat forumsKnowledgeTop Expat Forums in Portugal
22nd April 2020

Top Expat Forums in Portugal

With some of the most stunning beaches and landscapes in Europe, beautifully warm summers and mild winters, and a relaxed pace of life, Portugal has a lot to offer. Having…
Covid-19Company NewsCOVID-19Keep Your Financial Cool During the Coronavirus Crisis
30th March 2020

Keep Your Financial Cool During the Coronavirus Crisis

Markets have rebounded somewhat after several weeks of declines following continued Coronavirus worries and the oil price drop leaving most major indices 25-30% down. The effect of Coronavirus is still…
Structured products as a tailored expat investment alternativeInvestmentMoney ManagementStructured Products as a Tailored Expat Investment Alternative
16th May 2023

Structured Products as a Tailored Expat Investment Alternative

Investing as an overseas expat opens up countless considerations about how you select products, structures and funds with an optimal balance between risk exposure and returns. One of the options…
Managing debt as an expatDebtKnowledgeMoney ManagementEffectively Managing Debt as an Expat
12th April 2023

Effectively Managing Debt as an Expat

Experiencing debt can be emotionally and financially stressful in any circumstance, but managing debt as an expat living overseas, finding that changes to living costs, interest rates or tax liabilities…
Generate retirement incomeRetirementHow To Generate Retirement Income
5th February 2023

How To Generate Retirement Income

Many of us look forward to retirement with the anticipation of relaxing, travelling, and enjoying life at a slower pace. Achieving the lifestyle you aspire to in retirement depends on…
How to manage your money living abroadKnowledgeMoney ManagementHow to Manage Your Money Living Abroad
5th January 2023

How to Manage Your Money Living Abroad

Money management is important to avoid debt, maximise returns on your savings or investments, and monitor what you spend, where and why. All these factors may become even more essential…
5 steps to review your investment portfolioInvestmentKnowledge5 Steps to Review Your Investment Portfolio
12th December 2022

5 Steps to Review Your Investment Portfolio

Every investment portfolio should be subject to periodic reviews and additional assessments whenever a change in your plans or circumstances may require an adjustment to your investment strategy. In this…
Understanding the different asset classesInvestmentKnowledgeMoney ManagementUnderstanding the Different Asset Classes
4th November 2022

Understanding the Different Asset Classes

Whenever you buy a financial product or deposit funds into a pension scheme, you invest in assets, which are grouped into 'classes' or categories. Asset classes are important because, even…
Tax advantages of offshore investment bondsKnowledgeOffshore InvestmentsTax Advantages of Offshore Investment Bonds
9th October 2022

Tax Advantages of Offshore Investment Bonds

Offshore investment bonds can be a beneficial addition to an expat investment portfolio. If you're new to this type of product, please visit our earlier guide to Offshore Bonds for…
Global-outlookGlobal OutlookCOVID-19The EconomyGlobal Outlook
Spring 2020
20th March 2020

Global Outlook
Spring 2020

Stock markets around the world are currently suffering a major period of volatility as a result of the COVID-19 outbreak. We are in unchartered territory. At this point it's impossible…

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