SPEAK TO AN ADVISER
Bespoke support from the international wealth management experts.
Chase Buchanan combines local expertise with global knowledge, with our network of offices across Europe and further afield.
Our representative office in Malta is positioned in a prime location and via our European Headquarters we are able to advise on every aspect of EU financial planning. Please get in touch with the team for a private call with one of our highly experienced consultants or arrange a convenient time to meet locally and discuss how we can help.
Meet the Team
Malta Representative Office:
Outstanding local support with financial advice for global expats residing in Malta and throughout the EU.
Chase Buchanan services cover the full spectrum of Maltese wealth management, including:
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Meet Our Malta Team
As a leader in global wealth management services, Chase Buchanan is delighted to deliver independent, tailored advice to support our client base of expats in Malta.
Professional support is key to achieving optimal tax efficiency and taking advantage of investment opportunities for the long-term benefit of your portfolio assets.
Each consultant has exceptional expertise in their field, analysing risk exposures and efficiencies before making any recommendations.
With a world-class team of advisers, Chase Buchanan delivers financial advice in a jargon-free, client-led approach to equip you with valuable knowledge and insights to make sound decisions to enhance your future financial security.
Our team brings a local understanding of regulations and taxation structures, along with access to international investment networks to provide a truly bespoke wealth management plan, always crafted around your circumstances, aspirations and lifestyle goals.
Private Wealth Managers - Malta
Kevin Cassar
Regional Manager Malta / Private Wealth Manager
Why Choose Chase Buchanan for Expat Financial Advice?
Every client we work with has a unique asset portfolio, family structure and requirements from their finances. Chase Buchanan believes that the first priority is you and how you wish your investments or assets to work best in providing income, stability and returns.
Each of our advisers are fully accredited to the highest standard of global professional accreditations. We also deliver advice in total compliance with local and international regulations.
As a privately-owned enterprise, Chase Buchanan has a market-wide scope to recommend products and solutions, without limitation, across the breadth of taxation, financial and investment management.
Our in-house tax advisory specialists play a vital role in ensuring every client knows the advantages and opportunities to secure tax-efficient strategies, with reliable advice around Maltese, UK and worldwide tax regimes.
Working with Chase Buchanan isn’t a one-time solution but a relationship that we are proud to cultivate and expand as your investment journey progresses. With honest, open advice and absolute transparency around fees, we aim to provide the greatest clarity possible with annual reports to ensure you are in firm control of your affairs.
Contact our Malta team for more information about any aspect of our advisory service, and let’s begin today, making plans for a financially secure future.
Chase Buchanan are authorised by the Cyprus Securities and Exchange Commission Law of 2021 and it offers services in the EU on a cross border basis as per the provisions of the Markets in Financial Instruments Directive 2014/65/EU (MiFidII)
Malta Representative Office
Dragonara Business Centre
5th Floor
St Julian’s
STJ 3141
Malta
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.
