Chase Buchanan Portugal

Chase Buchanan's Portugal office is based in Quarteira, at Vila Sol Plaza on Urbanizacao Vila Sol, serving British and other international expats living in or moving to the Algarve. The firm is part of a wider international network with offices across Belgium, Canada, the Canary Islands, Cyprus, France, Malta, Spain, the UK and the US, and describes its Portugal team as dedicated locally while supported by that broader group. Advisers work across three core areas: retirement and pension planning, including reviews of UK pensions such as SIPPs and ROPS, cash flow forecasting and tax efficient income strategies; investment advice, covering offshore investment structures, lump sum and regular savings options and portfolio reviews; and wider financial planning covering tax, education costs, inheritance and other life events. The firm publishes country specific guides on residency, pensions and expat tax rules, including a dedicated Portugal guide. Prospective clients can book a consultation directly through an online scheduling tool embedded on the firm's Portugal page, or contact the office by phone.