Chase Buchanan Wealth Management
Finanzberater in Arona
- Spricht Englisch
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- Arona
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Über das Unternehmen
Global wealth management firm providing specialist financial advice for expatriates living in the Canary Islands. Authorised and regulated by the Cyprus Securities and Exchange Commission (CIF Licence 287/15), offering services across the EU on a cross-border basis. Expertise in UK pension transfers (SIPPs, QROPS), retirement planning, investment management, tax planning, and estate planning for British and international expats. Specialised knowledge of the Canary Islands' unique Régimen Económico y Fiscal (REF) tax regime including reduced IGIC rates and ZEC benefits. Comprehensive services include cross-border tax advice, wealth management, inheritance and succession planning, property investment guidance, and education fees planning. The firm helps clients navigate Spanish tax residency, Modelo 720 declarations, and optimise tax efficiency in the Canaries. Multilingual advisers provide personalised, long-term financial relationships.
Sprachen
- Englisch
Weitere Standorte
Chase Buchanan Wealth Management hat 3 weitere Niederlassungen in Spanien.