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As the world becomes smaller, there are multiple opportunities to invest overseas. Advantages include tax-efficiencies, economic stability, and higher returns which can all be an attractive proposition to UK nationals living abroad.
Being dynamic, proactive and informed are essential when managing your investment portfolio if you are to reap the rewards of a strategic offshore investment plan.
Equally, it’s important to stay on top of evolving legislation to ensure your investments work hard regardless of changing regulations.
Key considerations:
- Where can you invest overseas that offers the best tax-efficiencies?
- Which regulations do you need to be aware of in regard to investment income declarations, taxes, and cross-border transfers?
- What new products are available that provide higher returns than your existing investments?
- How are your wealth management products managed, and are there ways to reduce those costs?
- Does your citizenship and country of residence impact your assets – and how?
One of the most frequent questions the Chase Buchanan teams answer is around the cost of expert financial advice, and whether the savings and efficiencies available offset that cost.
With that in mind, we have created our FREE Offshore Investment Guide which addresses not only that, but the most common enquiries we receive, it provides information that enables the safe management of your offshore investment portfolio.
There are multiple complexities to offshore investments as a British citizen.
Understanding those complications is vital to ensure you make the right decisions about where to invest, what risk exposure strategy to adopt, and when it is time to move.
Overseas investment jurisdictions offer a vast range of advantages and restrictions. The Chase Buchanan Guide provides a summary of those key decision-making factors.
That means that the ideal offshore fund for you might be different than for another portfolio. Your investment strategy all depends on you and what you wish to achieve:
- How long do you wish for your overseas investment to remain in situ?
- What long-term goals do you have for your wealth assets?
- When do you plan to retire, and in which country?
- Where are you resident now, and is that likely to change in the future?
- How hard do you need your investment products to work – and what level of risk are you prepared to accept, for what level of return?
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There is no right or wrong answer to any of these questions. Hence, the Chase Buchanan complimentary Offshore Investment Guide will take you through the key things to consider when deciding on the right strategy for your wealth.
Whether you are an experienced investor seeking clarity about the positioning of your overseas products or looking for stable investment options to provide for the future of your family, we are on hand to help.
Our consultants deliver a comprehensive offshore investment service from cost analysis to ensure you’re paying the correct fund management fees to risk-analysis and long-term planning.
About Chase Buchanan
One of the key elements to selecting your offshore investment adviser is having the right experience in the correct jurisdictions to deliver tailored guidance.
Chase Buchanan is a market-leading expert in global wealth management, with all the expertise required to do just that. We work with worldwide clients from our offices in Cyprus, Spain, Portugal, Belgium, the USA and Canada, alongside our UK Administration Centre.
We appreciate the importance of offshore investments to your future wealth and how leveraging the optimal strategies can make a tangible difference to your security, returns, and protection.
Download our Offshore Investment Guide today for more information, or contact your local Chase Buchanan team to schedule a private consultation to start work on strategising the best way to manage your offshore investment portfolio.
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Offshore Investments
Access your complimentary Chase Buchanan Offshore Investment Guide here to learn more about the pros and cons of competing opportunities and the significant decision-making factors.
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Download Guides for UK Expats
View our range of complimentary download guides, created to support your UK expat lifestyle, wherever you live now or plan to in the future.
Expat Tax Guide - Italy
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This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
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Expat Tax Guide - Cyprus
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Cyprus is a multi-faceted country, offering one of the finest climates in the Mediterranean as well as multiple employment opportunities, a safe and relaxed culture popular with families, and a peaceful way of life for retirees.
Expat Tax Guide - France
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Expat Tax Guide - Portugal
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Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
Expat Tax Guide - Spain
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As more UK nationals look overseas for lucrative work opportunities and a relaxed retirement, Spain remains one of the most popular destinations. The scenery, climate, and pace of life are all compelling reasons to relocate.
Residency Guide - Cyprus
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Hundreds of thousands of British nationals enjoy life overseas, and it is essential to understand how your residency status will affect your tax liabilities over the long term.
Residency Guide - France
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From January 2021, the UK became an independent nation and is no longer part of the EU. British nationals living in France continue to cope with concerns amid much uncertainty about what the future will hold, with prospective expats unclear about what may have changed.
Residency Guide - Portugal
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While the UK has not been part of the EU since early 2021, many expats still feel a great deal of uncertainty about whether the prospect of relocating abroad remains viable and how their residency or tax position may change in the future.
Residency Guide - Spain
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For the millions of UK nationals living, working and studying in Spain, the UK’s departure from the EU in early 2021 gave rise to uncertainty and concern about how their position may change in terms of residency, taxation, and the right to relocate.
Irish Pension Transfers
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Retirement income and pensions are often among the most valuable assets we hold, they can dictate our future lifestyle, our comfort and our enjoyment throughout our retirement years.
International Pension Transfers
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Planning for retirement overseas can be such an exciting time with the opportunities to relax and travel the world, but for many people planning to spend their retirement abroad, understanding the rules and complexities of international pension transfers can be challenging.
Guide to Retiring in the EU
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With around half a million UK nationals retiring in the EU in the post-Brexit world, understanding the security of future pension income, taxation rates, and possibilities for cross border transfers is a crucial requirement.
Expats Guide to Brexit (Q4 2020)
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We have created our FREE downloadable guide – Expats Guide to Brexit – which explains what leaving the EU/EEA means for UK nationals in Europe along with all the essential information you need to know.
Education Fee Planning
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If you are considering different education options for yourself or your children, download our Guide to Private Education Planning to find out how you can manage your finances to ensure you get the education you want.
Health, Income & Life Protection
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While you accumulate your wealth, it's essential to ensure you properly protect it. Your health and life is vital to your earnings potential and the future of your family.
Investment Scams Guide
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In a world where financial fraud and investment scams are rife, every investor needs to understand the potential signs something is not as it should be.
Offshore Investment
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There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.
Retirement Planning
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If you're thinking about your retirement plan, it's likely that you are considering whether a pension is the right thing to invest in.
SIPPs v QROPS
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SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
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Although the 2023 announcements around removing the LTA have been well-publicised, numerous other factors may still be unclear and advice is best sought. Download the latest LTA advice on how the 2023 Lifetime Allowance amendments may affect your retirement plan.