Navigating international tax can be complex, especially for expats managing income or assets across borders. 🇨🇾 Double tax treaties play a crucial role in preventing the same earnings from being taxed twice, but understanding how they work, and how to claim the right reliefs, is key. https://lnkd.in/eZb9dZsV 𝘍𝘶𝘭𝘭 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘪𝘯 𝘱𝘳𝘰𝘧𝘪𝘭𝘦
Chase Buchanan Private Wealth Management
Financial Services
Financial advisers and offices in Belgium, Canada, Cyprus, France, Malta, Portugal, Spain, The Canary Islands and USA .
About us
Chase Buchanan Private Wealth Management. Financial advisers and offices in Belgium, Canada, Cyprus, France, Malta, Portugal, Spain, The Canary Islands and USA for British Expats (UK). Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15 and offers its services in the EU on a cross-border basis as per the provisions of MiFID. Chase Buchanan Insurance Services, Agents & Advisors is authorised and regulated by the Cyprus Insurance Companies Control Service with License No 6883 and offers services in the EU on a cross-border basis as per the provisions of the Insurance Distribution Directive (IDD). Investing in financial instruments involves risk and may not be suitable for all investors. The value of investments may go up as well as down and past performance is not a reliable indicator of future results. You may lose part or all of your invested capital. Chase Buchanan provides unbiased financial solutions across many jurisdictions to both private and corporate clients. We provide impartial wealth management and tax solutions to clients from many walks of life, locations and nationalities, our aim is to provide all our clients with the best quality of advice available in the industry. Chase Buchanan is not tied to any particular organisation so no bank, life or investment company influences the solutions we offer. We place emphasis on handling clients’ affairs discreetly and responsibly and work internationally helping clients with UK pensions, investment strategies and reviewing existing investments or portfolios alongside tax planning with the help of our tax accountant and barrister. We pride ourselves on providing the highest levels of service possible with a no strings attached approach to creating tailored financial solutions. Regulations: https://chasebuchanan.com/regulations/
- Website
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http://www.chasebuchanan.com
External link for Chase Buchanan Private Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Paphos
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Investments, UK Pension Transfers, Portfolio Management, Tax Planning, British Expats, Wealth Management, and Private Wealth Management
Locations
Employees at Chase Buchanan Private Wealth Management
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Jamie Lavery
Helping expats manage their wealth by simplifying cross-border taxation, investments and pensions
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Gillian Richards (Kersse)
Regional Manager & Private Wealth Manager at Chase Buchanan. Female Friendly Advice | Investment Management | Tax and Retirement Planning |…
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Darren Fletcher
International Financial Planning
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Lee Eldridge Group CEO - Head of Investment Advisory
Group CEO & Head of Investment at Chase Buchanan
Updates
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As an expat, your money often lives in two worlds. 🌐 We’re here to help you navigate pensions, savings, and investments, ensuring your wealth works seamlessly across borders. Reach out to our advisers for tailored guidance that gives you clarity and confidence, wherever life takes you: https://lnkd.in/exHzuCjM 𝘍𝘶𝘭𝘭 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘪𝘯 𝘱𝘳𝘰𝘧𝘪𝘭𝘦
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Thinking about retiring, investing, or relocating to Malta? While the island offers attractive opportunities, understanding the tax system is key, from inheritance rules to income brackets and residency status. 🇲🇹 Chase Buchanan’s Expat Guide to Taxes in Malta breaks it all down to help you protect your wealth and plan with confidence. Download your guide now: https://lnkd.in/eptSrzZ9 𝘍𝘶𝘭𝘭 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘪𝘯 𝘱𝘳𝘰𝘧𝘪𝘭𝘦
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The Maltese government has announced major reforms to the Malta Permanent Residence Program (MPRP), which grants non-EU nationals permanent residency. 🇲🇹 We’ve summarised the key July updates in our latest article, and what they mean for applicants. https://lnkd.in/e7RYXHaC 𝘍𝘶𝘭𝘭 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘪𝘯 𝘱𝘳𝘰𝘧𝘪𝘭𝘦
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At Chase Buchanan, we’ve been helping families navigate rising education costs for many years. 🎓 For expats, overseas tuition fees can be substantial, making flexible, multi-currency planning essential. Our Education Fee Planning Guide explains the options, costs, and tax considerations to help you prepare. Download your free guide: https://lnkd.in/dFSD9kT 𝘍𝘶𝘭𝘭 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘪𝘯 𝘱𝘳𝘰𝘧𝘪𝘭𝘦
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Expats weighing pension options often compare SIPPs and ROPS as ways to transfer funds in the UK or abroad. 🌐 Both can be effective, but transfers are complex, making expert, independent advice essential to understand costs, tax rules, and long-term impacts: https://lnkd.in/etsgsD29 𝘍𝘶𝘭𝘭 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘪𝘯 𝘱𝘳𝘰𝘧𝘪𝘭𝘦
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Relocating to Belgium for retirement brings exciting opportunities, but it also highlights the importance of careful pension planning. 🇧🇪 For expats, understanding how pension structuring and taxation work across borders can make a significant difference to long-term wealth and security. In this article, we share key insights into why proactive pension management is essential for foreign nationals settling in Belgium: https://lnkd.in/e6MWDQmk
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Happy Thanksgiving to our team and clients in Canada! 🇨🇦 #happythanksgiving #canada #canadathanksgiving #chasebuchananpwm