Accountant profileRemote possible

Chase Buchanan Wealth Management

UK pension transfers and retirement planning for British expats in the Algarve.

Location

Quarteira

Languages

English, Portuguese

Response time

N/A

Profile details

Chase Buchanan is a specialist wealth management firm established in the Algarve serving British and international expatriates. They focus on UK pension reviews, SIPP and QROPS pension transfers, offshore investment portfolio management, retirement income planning, estate and succession planning, Portuguese wills and cross-border tax optimisation — making them the go-to advisor for British retirees navigating the intersection of UK and Portuguese financial rules.

Tax advisoryAnnual returns

Expats

Ideal client profile

British expats and retirees in the Algarve and throughout Portugal with UK pension assets to transfer, investments to restructure, and succession planning needs.

Service scope

UK pension reviews, SIPP/QROPS pension transfers, offshore investment portfolios, retirement planning, estate and succession planning, Portuguese wills, tax optimisation.

Hand-picked English-speaking accountants in Portugal.

English-speaking

Every firm listed communicates in English with their clients.

Expat-aware

Each firm has experience with NHR, IRS filings and international clients.

Contactable

Every listing includes a working website, email or contact form.

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