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Sharing our expert knowledge, views and thoughts.

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ISA Restructuring for Expats in CanadaIn The Press
1st June 2023

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

Prospective UK expats in Canada benefit from independent expat financial advice to inspect their options and evaluate the likely tax exposures of retaining or reinvesting their ISA funds. Read the full…
Natalie
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Expat Tax and Residency GuidesIn The Press
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…
Natalie
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Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowellIn The Press
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…
Natalie
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Canary Islands vs Spanish Tax PoliciesIn The Press
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…
Natalie
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Key Considerations When Moving Abroad From The UKKnowledgeMoney Management
9th May 2023

Key Considerations When Moving Abroad From The UK

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

How Interest Rates Affect Expat Pensions

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

Living in Spain – 10 FAQs Answered

Once we help individuals create a strategic plan for their visas, logistics and timings before moving to Spain; these are the most common questions we tend to receive about their…
Natalie
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Expats in CanadaIn The Press
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…
Natalie
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The Pros and Cons of High Income Tax Rates in BelgiumIn The Press
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…
Natalie
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Understanding tax on pension lump sum withdrawalsRetirementTax
13th April 2023

Understanding Tax on Pension Lump Sum Withdrawals

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

Financial Advice for Moving to Portugal from the UK

An international move is an exciting yet complex life change. While finding somewhere to live and planning the logistics of transporting your belongings overseas can be all-consuming, it's also important…
Natalie
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Expat Financial AdviceIn The Press
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.…
Natalie
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Malta Tax Efficient Incentives for British ExpatsIn The Press
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…
Natalie
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Living in MaltaKnowledge
13th March 2023

Living in Malta, Tax Advice For Expats

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

Assignment of an Investment Bond

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

What is a QROPS? Where International Pension Transfers Are Available

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

Living in Belgium as a Foreign National

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

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

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

The Expats Guide to Living in Portugal

Portugal has long been a favourite location for foreign nationals from the UK, US, and other European countries, with short-haul flights, affordable living, excellent infrastructure, a mild climate and beautiful…
Natalie
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Wealth Management Firm Chase Buchanan Reflects Back On Positive Year in 2022In The Press
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…
Natalie
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Global-OutlookGlobal OutlookKnowledge
20th December 2022

Global Outlook Winter 2022

The International Monetary Fund (IMF) has predicted a challenging 2023, reducing growth expectations and forecasting economic contraction in a third of the world, in its latest World Economic Outlook entitled…
Ian Woya
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Financial planning tips for life in PortugalIn The Press
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…
Natalie
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Passive Income PortfolioIncome StreamsKnowledge
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…
Natalie
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The Value of Expat Tax Services when Preparing for an International RelocationKnowledgeTax
6th December 2022

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

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

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

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

The Impact of the Autumn Statement on Foreign National Taxpayers

The delayed Autumn budget, released on 17th November, confirmed speculation that it would focus on raising treasury tax revenues and strive for economic stability while introducing new support packages for…
Natalie
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Financial Planning for US Expats in PortugalIn The Press
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…
Natalie
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The Average Cost of Living in CyprusKnowledgeMoney Management
9th November 2022

The Average Cost of Living in Cyprus

Cyprus is a popular destination for foreign nationals – not only with British expatriates looking for a mild climate, low living costs and advantageous tax structures. The island provides a…
Natalie
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Expat Investment Advice to Prepare for 2023InvestmentKnowledgeOffshore Investments
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…
Natalie
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Budgeting for the Cost of Living in SpainCompany News
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…
Natalie
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Chase Buchanan Wealth Management Opens New Canary Island OfficeIn The Press
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…
Natalie
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Essential Components of Offshore Asset ManagementInvestmentOffshore Investments
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…
Natalie
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The Impact of recession on expat investment planningInvestmentKnowledgeMoney Management
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…
Natalie
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Global wealth manager sets up US expat advice operation in EuropeIn The Press
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.
Natalie
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Expat Pension Advice Accessing Your Pension EarlyKnowledgeMoney ManagementRetirement
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…
Natalie
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Andalucía Wealth Tax ScrappedKnowledgeTax
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…
Natalie
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Qualify for Maltese CitizenshipInvestmentKnowledge
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…
Natalie
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understanding overseas university feesCompany News
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…
Natalie
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Chase Buchanan Brand Ambassador David HowellIn The Press
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…
Natalie
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Your ISA When You Move OverseasInvestmentKnowledgeMoney Management
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…
Natalie
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Chase Buchanan as Head of Global SalesIn The Press
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…
Natalie
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Offshore BondsInvestmentKnowledgeOffshore Investments
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…
Natalie
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UK Expats JaveaIn The Press
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…
Natalie
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Myth busting Misconceptions About the Viability of InvestmentInvestmentKnowledge
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…
Natalie
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How Will UK Tax Band Freezes Impact Expat WealthKnowledgeTax
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…
Natalie
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Currency Fluctuations When Managing an Expat Investment PortfolioKnowledgeMoney Management
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…
Natalie
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Living in Malta as a Tax ResidentKnowledgeMoney ManagementTax
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…
Natalie
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The Statutory Residence Test Expat Tax Residency StatusKnowledgeMoney ManagementRetirementTax
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…
Natalie
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Golden Visa Investment SchemesInvestmentKnowledge
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…
Natalie
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Veteran Golf Charity Gains Support From Global Wealth Management FirmIn The Press
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…
Natalie
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Inflation and Interest RatesCompany NewsMoney ManagementWealth Building
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…
Natalie
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The most tax-efficient countries to retire toMoney ManagementTax
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…
Natalie
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Comparing Financial Advice StandardsKnowledgeMoney Management
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 autonomy about factors such as consumer protection legislation. A mixture of…
Natalie
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Retiring to MaltaKnowledgeRetirement
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…
Natalie
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Time For an Investment Portfolio ReviewInvestmentKnowledge
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…
Natalie
Love0
Global-OutlookKnowledgeGlobal Outlook
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
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Chase Buchanan Private Wealth Management Global Brand Ambassador David HowellIn The Press
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…
Natalie
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British State Pension in Canada Taxes for Expats ExplainedKnowledgeRetirement
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…
Natalie
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Financial Adviser in SpainMoney ManagementKnowledge
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.…
Natalie
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Chase Buchanan Wealth Management Continues Global Expansion of Financial AdvisersIn The Press
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…
Natalie
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Safely Manage Cross Border Investments as an ExpatInvestmentOffshore Investments
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…
Natalie
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Finding an Accredited Financial Adviser in CanadaMoney Management
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…
Natalie
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The Best Expat Investment Opportunities in 2022InvestmentWealth Building
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…
Natalie
Love0
Tax Return Obligations and Deadlines as a UK Non ResidentTax
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…
Natalie
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Expat Savings AdviceMoney ManagementInvestment
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…
Natalie
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Wealth Management for ExpatsMoney ManagementWealth Building
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.…
Natalie
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Ten Expat Inestment Advice TipsInvestment
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,…
Natalie
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Global-OutlookGlobal Outlook
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…
Chase Buchanan
Love502
Family Focused Financial PlanningKnowledgeMoney Management
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…
Natalie
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Translating Your Investment PortfolioKnowledgeInvestment
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…
Natalie
Love0
EHIC – What Happens Post Brexit for ExpatsKnowledge
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…
Natalie
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Tax Implications of Transferring a UK Pension to CanadaTaxRetirement
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 lifetime savings to substantial (and often unnecessary) taxation.…
Natalie
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Later Life CareKnowledgeRetirement
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…
Natalie
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Pension Fund is Likely to Hit the Lifetime Allowance LimitKnowledgeRetirement
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…
Natalie
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David Howell Golf SeveGolfCompany News
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…
Natalie
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UK State PensionKnowledgeRetirement
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…
Natalie
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Wealth Management StrategyKnowledgeMoney ManagementWealth Building
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…
Natalie
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Global-OutlookGlobal Outlook
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…
Chase Buchanan
Love502
citizen vs residentTaxKnowledge
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. Let’s clarify each…
Natalie
Love0
Expat Pension Planning CanadaKnowledgeRetirement
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…
Natalie
Love0
Investment Portfolio PlateauInvestmentKnowledge
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…
Natalie
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Expat Retirement in Cyprus 1200 x 800RetirementKnowledgeMoney Management
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. Now, we know that…
Natalie
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Pension Planning in BelgiumKnowledgeRetirement
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…
Natalie
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David Howell The European TourCompany News
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…
Natalie
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UK Lifetime Allowance TaxesKnowledgeMoney ManagementRetirement
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…
Natalie
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Compound InterestKnowledgeMoney Management
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…
Natalie
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Expat Financial AdviceKnowledgeMoney Management
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…
Natalie
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David Howell Brand AmbassadorCompany NewsGolf
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…
Natalie
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Expat Retirement PlanningKnowledgeRetirement
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…
Natalie
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Succession Planning SpainKnowledgeMoney Management
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.…
Chase Buchanan
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UK Inheritance TaxTaxKnowledge
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…
Chase Buchanan
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Financial FutureMoney ManagementKnowledge
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…
Chase Buchanan
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Expat Succession PlanningKnowledgeMoney Management
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…
Chase Buchanan
Love0
Investing in British PropertyInvestment
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…
Chase Buchanan
Love0
Investment ProductsInvestmentOffshore 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…
Chase Buchanan
Love1
UK ExpatsKnowledge
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,…
Chase Buchanan
Love1
Financial AdviserMoney Management
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…
Chase Buchanan
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UK Inheritance TaxTax
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…
Chase Buchanan
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Global-OutlookGlobal OutlookBrexitCOVID-19
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…
Chase Buchanan
Love502
UK Expat PensionsBrexitKnowledge
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…
Chase Buchanan
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Your Investment PortfolioBrexitInvestmentKnowledge
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…
Chase Buchanan
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UK Expats & BrexitBrexit
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…
Chase Buchanan
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UK Nationals in EuropeBrexit
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…
Chase Buchanan
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Pension Transfer ProcessKnowledgeRetirement
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,…
Chase Buchanan
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Offshore Investment ManagementKnowledgeOffshore Investments
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…
Chase Buchanan
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Financial Planning KnowledgeMoney Management
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…
Chase Buchanan
Love0
Global-OutlookGlobal Outlook
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…
Chase Buchanan
Love502
Financial Adviser FeesKnowledgeMoney Management
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…
Chase Buchanan
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Expat Tax PlanningTaxKnowledge
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…
Chase Buchanan
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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…
Chase Buchanan
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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…
Chase Buchanan
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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…
Chase Buchanan
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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…
Chase Buchanan
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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…
Chase Buchanan
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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…
Chase Buchanan
Love1
covid-19Company 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…
Chase Buchanan
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Structured Products as a Tailored Expat Investment AlternativeInvestmentMoney Management
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…
Chase Buchanan
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Managing Debt as an ExpatDebtKnowledgeMoney Management
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…
Chase Buchanan
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Generate Retirement IncomeRetirement
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…
Chase Buchanan
Love502
Manage Your Money Living AbroadKnowledgeMoney Management
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…
Chase Buchanan
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5 Steps to Review Your Investment PortfolioInvestmentKnowledge
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…
Chase Buchanan
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Understanding the Different Asset ClassesInvestmentKnowledgeMoney Management
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…
Chase Buchanan
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Tax advantages of offshore investment bondsKnowledgeOffshore Investments
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…
Chase Buchanan
Love502
Global-OutlookGlobal OutlookCOVID-19The 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 impossible…
Chase Buchanan
Love502
Global-OutlookBrexitGlobal 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…
Chase Buchanan
Love502
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…
Chase Buchanan
Love502
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…
Chase Buchanan
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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…
Chase Buchanan
Love502
Investment DiversificationInvestmentMoney 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…
Chase Buchanan
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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…
Chase Buchanan
Love502
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…
Chase Buchanan
Love502
InvestmentMoney Management
12th June 2019

How Anyone Can Achieve Financial Independence

Why can some professionals making $2 million a year quickly go bankrupt, while someone on an average income can retire and have no financial worries? The path to achieve financial…
Chase Buchanan
Love502
InvestmentMoney Management
12th June 2019

Handling stock market swings

What's the best way to handle swings in stocks and retain value within an investment portfolio? This may seem like a silly thing to think about now, but you don't…
Chase Buchanan
Love502
Income StreamsMoney ManagementWealth Building
12th June 2019

Creating Passive Income – A Key To Wealth

Passive income is an income received on a regular basis, with little effort required to maintain it. Creating passive income is one of the quickest ways to improve your overall…
Chase Buchanan
Love503
BrexitThe Economy
15th March 2019

Brexit

As valued clients we want to keep you updated on Brexit and any impact this may have on your relationship with Chase Buchanan. As a financial services company based in…
Chase Buchanan
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RetirementTax
31st May 2017

Assurance Vie and avoiding the main taxes in France

There are three major taxes that threaten the unprotected capital of even the moderately well-off expatriate in France. Income tax; wealth tax, and inheritance tax are all queuing up for…
Chase Buchanan
Love502
QROPSRetirement
18th October 2016

QROPS
Trust based vs Contract Based

It is commonplace for multi-member personal schemes, such as a large proportion of UK based Self Invested Personal Pensions ("SIPP's") and Qualifying Recognised Overseas Pension Schemes ("QROPS") around the world,…
Chase Buchanan
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InvestmentMoney Management
3rd June 2016

Assignment of an Investment Bond

What is an Assignment? It is a change of ownership of a life insurance investment bond or capital redemption bond or assignment of policy 'segments' of either type of investment…
Chase Buchanan
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