SPEAK TO AN ADVISER
Customised financial advice for expats in the Canary Islands, investment management and wealth planning from a global team specialising in expatriate services.
Chase Buchanan is a market leader in expat financial advice, with offices across Europe, on-the-ground expertise and our own in-house Tax Advisers.
Our Canary Islands team provides a broad range of portfolio management and financial advisory services, with our passionate and skilled consultants ready to provide in-person support to ensure you make informed decisions about your financial future.
Meet the Team
Canary Islands
Accomplished financial advisers with an unparalleled background in expat advice.
Chase Buchanan supports expats from around the world resident in the Canary Islands; Tenerife, Lanzarote, Fuerteventura and Gran Canaria offering a comprehensive range of wealth management services:
- Estate Planning
- International Pension Transfers
- Private Investment Portfolio Management
- Private Investment Portfolio Management
- Health, Income and Wellbeing Protection
- Corporate Financial Services
- Expatriate Mortgages and Property Investment
- Professional Tax Planning
- Planning for Education Fees
Book Adviser Call
About Our Canary Islands Team
Chase Buchanan offers expertise in the specific tax legislation impacting expats in Tenerife, Lanzarote, Fuerteventura and Gran Canaria, delivering independent, bespoke advice to support every client’s individual needs.
As an expat wealth management adviser, Chase Buchanan has years of collective experience, building a reputation for honest, clear and impartial advice about the right solutions to manage your wealth, investments, pension products and portfolio.
We believe that professional advice can be invaluable in structuring your assets properly to ensure you achieve tax efficiencies and wealth protection and your portfolio provides long-term benefits.
Each of our consultants has outstanding skills and accomplishments within their respective fields, with recommendations backed by professional knowledge and a thorough understanding of local regulations.
Our Canary Islands team complements the Chase Buchanan services in Marbella and Javea, mainland Spain, which together work with expats at all stages of portfolio growth and ensure our clients understand the variances between each region, and the applicable regulations they should be aware of.
Private Wealth Manager - Canary Islands
Adele Thomas
Private Wealth Manager
Select Chase Buchanan for Expat Financial Advice in the Canary Islands
Every investor, client, business and family requires tailored support, depending on their financial requirements, expectations, risk exposure and circumstances. There is no one product, investment vehicle or tax structure that suits every global expatriate, hence our focus on personalised, jargon-free and relatable advice.
Chase Buchanan is committed to delivering exceptional client services and getting to know your priorities, aspirations and interests before we discuss the opportunities best suited to align with your needs.
From strategic tax efficiencies, low-risk retirement investments, planning for education fees and safeguarding assets for future generations, our full-service advisory team can help with every aspect of financial planning, management and investment.
Our advisors located in Spain and the Canary Islands offer the same breadth of financial expertise yet are localised to ensure that expats in the Canary Islands, including Tenerife, Lanzarote, Fuerteventura and Gran Canaria, receive the right advice and can make informed choices with a full understanding of laws related to taxes, estates, investment returns and income sources.
All Chase Buchanan services comply with every relevant local or international regulation, and our advisers carry a range of respected accreditations and operate in accordance with the highest global professional standards.
As a private financial advisory service, Chase Buchanan has the capacity and flexibility to discuss or analyse a vast range of solutions, products and funds with an in-house Tax Advisory team to ensure that you have every opportunity to structure your assets and portfolio to gain valuable efficiencies.
We are delighted to work with clients for the long-term, cultivating relationships to help us provide targeted advice as your investments and wealth grow. Our advice is always designed to deliver clarity, including fee transparency and detailed annual reports to ensure you are always in control and up to speed.
Get in touch with our Canary Islands team for more information about any element of our financial advisory and wealth management services.
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
Request your Free Guide!
This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
Request your Free Guide!
With a unique blend of geography, cultures, and an outstanding quality of living, Belgium remains one of the most appealing destinations for families, professionals, and retirees alike.
Expat Tax Guide - Cyprus
Request your Free Guide!
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
Request your Free Guide!
France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Expat Tax Guide - Portugal
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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)
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
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
Request your Free Guide!
SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
Request your Free Guide!
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.
Expat Tax Guide - Malta
Request your Free Guide!
Whether you’re planning your retirement on the beautiful Maltese islands, looking to purchase a property, invest, or relocate permanently to the Mediterranean coastline, protecting your wealth is important.
