Knowledge

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Expat Tax PlanningKnowledgeTax
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 NewsRetirement
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 NewsRetirement
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 ExpatsKnowledgeTax
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 Management
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 SpainKnowledge
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 ForumsKnowledge
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…
Company NewsCOVID-19
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…
COVID-19Global OutlookThe Economy
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…
BrexitGlobal OutlookThe Economy
17th January 2020

Global Outlook
Winter 2019

Downgrades to global growth estimates for 2019 and 2020 were headline statistics when the International Monetary Fund (IMF) released their most recent World Economic Outlook. The Outlook warned that the…
BrexitGlobal OutlookThe Economy
18th October 2019

Global Outlook
Autumn 2019

Data shows the global economy faltered in Q2, stoking fears of a downturn. This was reflected in downgrades to global growth forecasts for both this year and next from the…
Company News
11th October 2019

Our New Look
And a New Era at
Chase Buchanan

We're thrilled to share with you our new website (www.chasebuchanan.com) and you'll see that, along with our logo and overall branding, it's undergone a significant transformation. This represents an exciting…
Money Management
31st July 2019

How To Manage Your Money – A Beginner’s Guide

How you manage, spend, and invest your money has a profound impact on your life, yet most of us reach adulthood without ever being taught basic money management. It can…
BrexitGlobal OutlookThe Economy
3rd July 2019

Global Outlook Summer 2019

In its assessment of the global economy published in mid-April, the IMF (International Monetary Fund) further downgraded its economic growth projections for 2019. Advance a couple of weeks to the…
InvestmentMoney Management
30th June 2019

Why investment diversification matters

Diversification is the practice of spreading your investments around so that your exposure to any one type of asset is limited. This practice is designed to help reduce the volatility…
Retirement
12th June 2019

How to have enough money for retirement

How to ensure you have enough money for retirement. An enjoyable and relaxing retirement is what most people spend their working life waiting for, but how does anyone know they…
Retirement
12th June 2019

Generating Retirement Income

A simple, effective way to generate the income needed in retirement One of the biggest challenges most people face in retirement is generating the regular income they need and maintaining…
InvestmentMoney Management
12th June 2019

What are Structured Products?

You may have seen or heard structured products being offered by banks, institutions and financial advisers but what are they? Structured products are designed to offer highly customized risk-return objectives.…
Money Management
12th June 2019

Understanding Asset Classes

An asset class is a group of securities that have similar financial characteristics, behave similarly in the marketplace, and are subject to the same laws and regulations. The three main…
InvestmentMoney Management
12th June 2019

Overcoming Suspended Funds in your investment portfolio

I regularly take on the management of investment portfolios for clients, either where they have been disappointed by returns or let down by their existing advisers. Surprisingly often in the…

Just wanted to let you know that I am incredibly happy with the Portfolio Update you sent me recently. I can honestly say that my portfolio has made more profit in 3 months with you than 5 years with my previous company.

Keep up the good work.

Mr Rigby

We have been using Chase Buchanan for around two years now and have found their services to be excellent especially Lee Eldridge who has kept in contact on a regular basis. His knowledge and advice has been outstanding in managing our funds. We have recommended Chase Buchanan to many of our friends and will continue to do so. We have also just taken on a SIPP for my wife as we have been so pleased with the service and performance so far.

Mr & Mrs Sebborn

I wish to formally record my sincere thanks to you and your colleagues at Chase Buchanan for your assistance over the past 12 months. The professional way in which you have dealt with the issues that were troubling me has been much appreciated. The level of comfort you have engendered has far exceeded my expectations to the extent that I am once again able to relax and enjoy life! I only wish I had found you earlier- thanks once again.

S Robertson

I had been considering my pension options which I did not fully understand. After meeting and chatting with Lee Eldridge I now have my financial plans in place. I am very happy with the service provided by Chase Buchanan. They keep me regularly informed and I would recommend them to others.

J Murphy

We have been involved with Chase Buchanan since late 2016 and can only say that we have had fantastic service and advice all the way through. Lee and his office staff are there to answer any questions or queries and go out of their way to ensure everything runs as smoothly as possible. Our portfolio is under constant monitoring and the advice from Chase is always welcome. We feel we could not be in better hands and look forward to many more years working together.

Mr & Mrs Martin

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