United Kingdom –
Financial Administration Centre
SPEAK TO AN ADVISER
We have administrators in the UK, financial advisers across Europe and clients globally. Our team is ready to advise and support your needs wherever you are.
Our international financial advisers are conveniently located and supported in the UK. Arrange a call back or local meeting to discuss how we can support all your financial needs.
Who are we:
Financial advisers with a strong background in expatriate financial advice.
Depending on requirements we can advise clients on:
- Private Client Investments;
- Pensions and Retirement Planning;
- SIPPS v QROPS;
- Expat Tax Planning;
- Expatriate Mortgages;
- Education Fees Planning;
- Health, Income and Illness Protection Arrangements;
- Corporate Services;
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Expat Wealth Management
As opportunities for travel expand, so does the requirements for individual wealth management expertise and local knowledge of global regulations.
Chase Buchanan works with expat clients across the world to provide comprehensive and personal support, guided by regional experience.
Our UK office is home to our central administration team who are the foundation of our international teams, this hub of excellence is where we collate our expertise to deliver premium services for clients wherever they are located.
The administration centre sustains our pivotal position at the forefront of expat wealth management, keeping abreast with changing regulations and regimes, products and providers and arising opportunities for investment advancements and dynamic growth.
Why private wealth management is essential for expats
Every country and jurisdiction carries a unique set of opportunities. Choosing an international expat wealth management team delivers the capacity for global investment, alongside a local understanding of the best tax efficiency strategies.
Chase Buchanan consultants work side by side with our private team of tax advisory specialists. Together with our teams in Belgium, Cyprus, Canada, Isle of Man, Portugal and Spain, our role is to remain at the cutting-edge of wealth management support.
Each one of our consultants is selected for their outstanding skills, having a creative approach to developing individual asset management strategies, and is highly accredited. This international team works collaboratively to leverage investment opportunities to meet the aspirations of every client.
Choosing a professional portfolio management partner opens up a world of opportunities to our client network, delivering structured advice alongside bespoke solutions to maximise your investment returns and income streams.
As the world becomes smaller, our expertise continues to expand. We are proud to deliver exceptional global expat financial support wherever our clients need it.
To learn more about Chase Buchanan, our regional expertise, what wealth management support services we provide, and how to control your asset portfolio wherever your travels take you, contact our UK office as below.
We have advisers across Europe, clients worldwide, plus a UK team that can support your needs wherever you are.
UK Administration Centre
12 Riverside
Dogflud Way
Farnham
Surrey GU9 7UG
UK
T: +44 (0) 1252 852 045
EMAILBook Adviser Call
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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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
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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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France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
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.
Expat Tax Guide - Malta
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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.
