Chase Buchanan Ltd

Name: Chase Buchanan Ltd
Address: 1 Chrysanthou Mylona, 3502 Limassol, Limassol, Cyprus
Telephone: +357 2501 0455
Price range: $$

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Asset Management

Corporate & Fiduciary Services

Finance, Banking & Investment

Investment Firms & Funds

Secretarial & Administrative Services

Mortgage Brokers

Tax & Financial Advisory Services

Payment Solutions & Services

Professional & Corporate Services

Regulatory Compliance

+2 more

Chase Buchanan (chasebuchanan.com) is a private wealth management company and global financial advisory firm specializing in providing financial, wealth management, and tax planning solutions, particularly for expatriates. Core Business and Mission: Global Financial Advisers: Chase Buchanan supports clients with a "global lifestyle," particularly expatriates, by offering comprehensive financial advice and solutions. Mission: Their stated mission is to help clients plan for their future and pro...

Specialities

Finance, Banking & Investment(4)

International Tax Planning

Investment Fund Setup

Private Banking

Risk Management

Professional & Corporate Services(1)

International Business Structuring

Amenities

Finance, Banking & Investment(4)

Advisory Services

Dedicated Account Managers

Investment Seminars

Secure Online Portals

Professional & Corporate Services(3)

Client Portals

Dedicated Client Manager

Free Initial Consultation

The Chase Buchanan Cyprus office, as its European head office, offers a comprehensive suite of financial services, primarily aimed at expatriates and residents in Cyprus. These services are designed to address the unique financial challenges and opportunities that arise when living or moving to a foreign country. Here's a detailed breakdown of the services provided: 1. Retirement Planning: International Pension Transfers: A major focus, including advice on transferring UK pensions to international options like Qualified Recognized Overseas Pension Schemes (QROPS) or Self-Invested Personal Pensions (SIPPs). They help clients understand the pros and cons of each and navigate the complexities of international pension rules. Retirement Strategies: Developing long-term retirement plans tailored to individual goals and the financial landscape of Cyprus. 2. Wealth Management & Investments: Private Client Investments: Offering tailored investment solutions for lump sums, discretionary portfolio management, and regular savings plans. Portfolio Analysis & Reviews: Assessing existing investment portfolios for performance, fees, and suitability. Offshore Investment Solutions: Advising on tax-efficient offshore investment products to help clients grow their wealth strategically. Estate & Succession Planning: Assisting with planning how assets will be passed on, including international wills and strategies to optimize benefits for beneficiaries. 3. Expat Tax Planning: Cyprus Tax...