Chase Buchanan Wealth Management

Expats in Tenerife looking for financial advice and guidance are welcome to join Private Wealth Manager Adele Thomas for her financial drop-in surgery next Wednesday, 18th September, at the usual location, The Wild Geese Irish Bar Tenerife. 🏴󠁧󠁢󠁳󠁣󠁴󠁿

🌟 Webinar Alert 🌟

Moving to Spain: Immigration & Financial Planning

Join Nicole Sandler from Chase Buchanan Wealth Management and Katherine Rodriguez from Entre Trámites, where they will be discussing the digital nomad visa, highly qualified workers permit, social security and the Beckham Law. Followed by financial planning in Spain and investment options to minimise taxation.

📅 Date: Tuesday 17th September
⏰ Time: 1pm CET

Click the link below to register now ⬇️

20cda80d-aa42-4408-9302-142f0f3377e8@be0ae1f5-752e-4c47-a7f5-a179a9c7e37e" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/20cda80d-aa42-4408-9302-142f0f3377e8@be0ae1f5-752e-4c47-a7f5-a179a9c7e37e

When planning for retirement, pension products are just one part of a much larger strategy. 🌱

A knowledgeable financial adviser will take a holistic approach, considering all your assets, investments, and financial arrangements. The benefits of expert advice are compelling for retirement planning, often generating tangible improvements in financial income or liquidity that far exceed the cost of support.

Speak to us about retirement planning focused on your future. ⭐️
https://chasebuchanan.com/services/retirement-planning/

We're delighted to welcome new Marketing Manager, Jenny Orpin, to the Chase Buchanan Operations Team. ⭐️
https://www.digitaljournal.com/pr/news/prodigy-press-wire/chase-buchanan-wealth-management-announces-110697500.html

Malta is a popular retirement destination known for its rich history, high living standards, and favourable climate, offering a relaxed lifestyle in beautiful cities and coastal areas. 🇲🇹

However, it's crucial for retirees to thoroughly consider all factors, including financial planning, before making any relocation decisions.

Essential Factors To Consider When Planning To Retire In Malta Ensure your budgets, plans, and financial affairs are well managed when you make the move to retire in Malta

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. 🇪🇸

Download our updated 2024 guide, Taxes in Spain, to work through every element of Spanish taxation. This covers both federal and regional taxes to explain how your tax liabilities might vary depending on your location.

Expat Tax Spain Guide - Free Guide From Chase Buchanan Download the Chase Buchanan Guide: Expat Tax Spain to work through every element of Spanish taxation.

Inheritance tax, or IHT, is a complicated topic with many different factors, clauses and conditions to consider. 🌐

This complexity means that, unlike other British tax categories, IHT differs in how it applies to each estate and is a domestic tax likely to affect international expatriates.

UK Inheritance Tax Rules – The FAQs - Chase Buchanan Who is liable for UK Inheritance Tax? We have created this article to summarise the basics of how IHT works.

Access our YouTube channel to watch recordings of our latest expat tax webinars. These sessions cover all the crucial information on taxes, pensions, and financial essentials for those relocating abroad. 🌐

Chase Buchanan - Private Wealth Management Chase Buchanan – private wealth management provide trusted expat financial advice to help you make good decisions, and to make the most of your money. With expert global teams to help expats manage their wealth and taxation efficiently, providing global solutions to those with a global lifestyle. ...

Of course, you want to see your children blossom into capable, independent and successful adults. To achieve this, the one gift that you must give them is a quality education. 🎓

Chase Buchanan can help you give your children the education they deserve, without causing you stress and hardship.

Education Fees Planning | Chase Buchanan We have been helping families meet the increasing costs of education for over a decade. Our advisers can help you with your education fees planning.

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. 🌐

Citizen Vs Resident – What Is The Difference? Citizen vs Resident - The contrasts between citizenship, residency and tax residency aren't always obvious, they can make a profound difference.

Some countries have generous taxation regimes, favourable allowances for foreign-source pensions and visa programmes designed to attract foreign national expatriates – whereas, in others, your nest egg may not stretch as far as you’d like. 🌐

The Most Tax-Efficient Countries To Retire To Some countries have generous taxation regimes, favourable allowances for foreign-source pensions and visa programmes - tax-efficient countries

Our online booking system makes it easy for you to ask specific questions, or find out more about how we can help and be introduced to the best Private Wealth Manager for your circumstances and global location. 🌐

For trusted advice made simple: https://chasebuchanan.com/contact/

Expatriates moving to or living in Portugal should carefully evaluate their future tax obligations, such as UK pension income, capital gains, business taxes, and investment income taxes. 🇵🇹

Additionally, understanding how property wealth tax functions within Portugal's unique tax system is crucial, as it differs from wealth taxes in other EU nations.

Exploring The Portuguese Wealth Tax – What Is The AIMI? Portuguese wealth tax levy only applies when residents or tax residents own property assets, either within Portugal or internationally.

Living somewhere warm, tranquil and tropical is a retirement aspiration for millions of people in the UK.

The key to making the most of your pension fund is to have all the facts and up-to-date information relating to the tax regimes, transfer regulations, and pension allowances in your destination of choice. 🌐

Our Free Guide to International Pension Transfers provides information about the transfer options throughout some of the most popular retirement destinations, including Europe, America and Canada. Download your copy. ⬇️

Transferring A Pension Overseas: The Chase Buchanan Guide Planning for retirement abroad is an exciting time - learn about transferring pension overseas with our international pension transfers guide

If you're thinking of moving to Spain, get up to date with taxes and pensions. 🇪🇸

John Diking provides clear, unbiased, and jargon-free financial advice in this recent webinar.

Moving to Spain: Tax and Pensions If you're thinking of moving to Spain, get up to date with taxes and pensions.This webinar provides clear, unbiased, and jargon-free financial advice on prop...

As with any international move, the planning and research you invest will pay dividends, identifying the contrasts in lifestyle, living costs, visa eligibility criteria and tax exposure, all of which may influence the best European country to fulfil your retirement aspirations.

How Planning For Retirement In Europe Differs From That In The UK When planning for retirement in Europe, all of the factors dictate the need to make informed wealth management choices based on your plans.

Expats and prospective expats moving overseas need to understand how their tax liabilities may change and what actions they can take to secure their residency status.

The tax regulations in France are significantly different from those in the UK, so it is vital to understand those laws and how they apply to your circumstances to plan effectively for your relocation. 🇫🇷

Download our FREE updated 2024 Guide to Taxes in France which explains the most important considerations for UK nationals living in France.

Expat Tax France Guide - Free Guide From Chase Buchanan Download the Chase Buchanan Guide - Expat tax France and taxes in France to explain the most important considerations for UK nationals living in France.

Protect your peace of mind. 🌱

While the primary attraction may be the ability to travel and work freely throughout the EU and Schengen Zone as a European Union citizen, an Irish passport can also provide additional benefits. 🇮🇪

Evaluating The Benefits Of Irish Citizenship Evaluating the benefits of Irish Citizenship - as always, we recommend seeking independent advice before making any decisions,

Chase Buchanan Wealth Management has welcomed an additional two colleagues to our Spanish team to expand capacity, and to keep pace with sustained demand:
https://www.benzinga.com/content/39730567/chase-buchanan-wealth-management-announces-team-expansion-in-spain-to-meet-growing-demand 🇪🇸

Buying a property in Spain as a retirement residence, second home, or holiday property appeals to thousands of foreign national buyers – but if you're interested in living in Spain longer-term, you can also use your planned property investment to qualify for permanent residency. 🇪🇸

How Buying A House In Spain May Secure A Right To Permanent Residency Buying a house in Spain as a retirement residence, second home, or holiday property is popular among foreign buyers.

Darren Fletcher, Head of Global Sales at Chase Buchanan, explains that understanding the realities and benefits of international financial advice enables individuals to make informed decisions that enhance their global financial well-being. 🌐

Dispelling The Myths Around International Financial Advice Numerous myths surround international financial advice often lead to misunderstandings and poor decision-making.

Gain crucial insights into the tax landscape of France with Malcolm McDowell. 🇫🇷

Whether you're in the planning stages or have already made the move, this webinar provides essential information for expats.

Key taxes in France for expats Gain crucial insights into the tax landscape of France with and Malcolm McDowell from Whether you're in the plan...

Decisions about the right way to access your UK pension in Canada should never be taken lightly, with the risk of exposing savings to substantial (and often unnecessary) taxation.🇬🇧 🇨🇦

Tax Implications Of Transferring A UK Pension To Canada There are two primary taxes, ordinarily payable when Transferring a UK Pension to Canada. Here we explain the tax implications.

As the world becomes smaller, there are multiple opportunities to invest overseas. 🌐

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.

Access our free guide, providing information that enables the safe management of your offshore investment.

The Chase Buchanan Guide To Offshore Investment As the world becomes smaller, there are opportunities to invest overseas. Advantages include tax-efficiencies and higher returns that can be attractive to UK nationals living abroad.

Owning a second home in France can carry with it a number of potential tax liabilities, and while many are fairly manageable, omitting one of these tax charges from your calculations could mean you are faced with an unpleasant surprise when your tax bill arrives: https://www.barchart.com/story/news/26808388/the-expats-guide-to-french-property-tax-for-uk-residents

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. 🇨🇾

Planning For Expat Retirement In Cyprus - Chase Buchanan Planning for Expat Retirement. There are multiple potential routes to claiming pension benefits for expats moving from the UK to Cyprus.

Here at Chase Buchanan, our advisers are highly qualified and experienced.

Our Private Wealth Manager here in the Canary Isles, Adele Thomas, is a proud member of the Personal Finance Society, the leading professional body for the financial planning profession in the UK.

You can find qualified advisers local to you using their adviser search

https://www.thepfs.org/yourmoney/find-an-adviser/

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