Planning your finances and relocation
Ongoing Events
Planning your finances and relocation
Clinic
We from Chase Buchanan will be running a series of clinics designed to help you settle into your new lives in Portugal.
These clinics will focus on explaining the changes to your circumstances in relation to your tax status including NHR,
your (UK)
pensions and investment options and explaining what you need to do, when and how.
This will help you create an individual plan that is based on
- Understanding what your options are
- Making informed decisions
- Knowing who is best placed to help you.
The aim is to give you knowledge and confidence as you focus on important decisions, with support in place every step of the way.
Both clinic hosts - Ian Leigh and Stephen Lewis have in excess of 25 years’ experience in international financial planning, they represent Chase Buchanan based in Loulé.
Our primary focus is to help expatriates structure their lives in the most tax efficient way, whilst complying with local regulations.
We pride
ourselves on providing the highest levels of service possible and
our areas of expertise includes: Pension Transfers (SIPPs & QROPS), Retirement Planning, Offshore Investments, Education Fee Planning, Health, Income & Life Protection, Cross Border Tax Planning (incl. Inheritance Tax) and Mortgages.
In addition We
have carefully selected locally based professional
partners that can assist with: Legal Advice, Property Purchase, Fiscal Representation, NHR, Vehicle Matriculation, Exchange or Register of Driving Licences, Accountancy, Insurance, Rental Licences and Currency Exchange.
Whatever your goals,
We have the solutions to simplify and implement your financial plans and look forward to sharing
our knowledge and experience with you.
Town: Loulé
Date: First Tuesday of each month.
Time:Please contact us to schedule a slot between 9am-5pm.
Price: FREE initial consultation.