Latest news with #CharteredInsuranceInstitute
Associated Press
08-07-2025
- Business
- Associated Press
Chase Buchanan Private Wealth Management Publishes Informative ‘Moving to France' Webinar for 2025
07/08/2025, Paphos 8035 // PRODIGY: Feature Story // Leading global financial advisory firm, Chase Buchanan Private Wealth Management, has shared its latest free webinar, offering insights and guidance for individuals planning a relocation to France and expatriates already living in the country who need to manage their wealth and finances effectively. Readily available through the company's YouTube channel, the webinar was broadcast live and includes a series of topics followed by questions submitted by real-time attendees, along with a transcript for viewers to download and read through in their own time. Content Included in the Chase Buchanan Moving to France Online Webinar Chase Buchanan Private Wealth Management has a long track record of publishing complimentary knowledge guides and resources. It has created several location-specific online videos and webinars covering areas such as taxation tips, residency schemes, and tax regimes. This newly released webinar takes a deep dive into the primary areas of decision-making expatriates need to consider when planning or after a move to France. It is presented by Alex Simpson, one of Chase Buchanan's Private Wealth Managers in France, and an accomplished adviser with 25 years of experience in the financial services space. Viewers can watch the webinar in full or flick through the sections most relevant to their circumstances, with content covering: It also provides general insights into the stumbling blocks that the Chase Buchanan team experiences most often, helping expats settling in France protect their wealth and grow their money and investments while making smart, informed financial decisions. Demand for High-Quality Content from the Private Global Wealth Managers Chase Buchanan Private Wealth Management is a highly regulated team and the holder of International Professional Partner status with the Chartered Insurance Institute – the only globally focused company in the world to hold this accreditation. The independent team makes ongoing and concerted efforts to share valuable information, noting that for many clients, having a second opinion or seeking out dedicated support from a team with in-depth knowledge of the tax systems in both the UK and France can save them a sizable amount in tax liabilities and lost opportunities. Lee Eldridge, Group CEO and Head of Investment Advisory, says, ' We are passionate about ensuring every expat, from any of the 30 countries in which our clients originate or are currently living can tap into independent, reliable guidance, especially when we know there are glaring contrasts between the tax regimes in different nations, and multiple issues that thousands of expats may encounter if they haven't completed their transition with the right advice. As the latest in our series of digital webinars and video explainers, we wanted to create a more updated video, given that so much has changed in both the British and French tax systems since our last release a year ago. Hosted by Alex, a uniquely experienced adviser with a great ability to simplify even the most complex topics, we recommend that any expat considering a move to France or who is working through the process of becoming a French resident take 45 minutes from their day to listen to the information he shares. We'd also point those in need of advisory support to access our free-to-download knowledge guides, or to contact their preferred Chase Buchanan Private Wealth Management team to schedule a no-pressure consultation to chat about their finances, wealth and relocation plans.' The Drive to Improve Awareness of Taxation Obligations for Expatriates in France Although expats often focus on their tax burdens and obligations in a new country of residence, Chase Buchanan has been quick to reiterate that understanding the tax liabilities associated with transitioning assets away from the UK may have just as meaningful an impact on their finances and net wealth. UK reforms to the Overseas Transfer Tax and major changes to the 'non-dom' tax regime have already meant that many expats have had to make immediate decisions, as their previously tax-efficient plans have become decidedly less so. Eldridge adds that, ' We want all expatriate families, professionals and retirees to be conscious of how working with a skilled wealth management team is a way to safeguard their long-term financial security. Our advice takes into account important aspects like high income tax extensions and increases in investment income taxation in France without allowing any client to go into a cross border move without ensuring their finances and assets are in the best possible shape.' The Moving to France Advice webinar is available now via the Chase Buchanan Private Wealth Management YouTube channel. Read more about Chase Buchanan- Chase Buchanan's Sector-Leading Wealth Management Teams Celebrate Latest Expansion Benchmarks With Further AppointmentsChase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission with CIF Licence 287/15. Media Contact: Chase Buchanan Ltd +357 2501 0455 Source published by Submit Press Release >> Chase Buchanan Private Wealth Management Publishes Informative 'Moving to France' Webinar for 2025
Business News Wales
10-06-2025
- Business
- Business News Wales
New President of the Chartered Insurance Institute of Swansea and West Wales Elected
Craig Morris, Account Executive at Thomas Carroll Group, has been elected as the new president of the Chartered Insurance Institute (CII) of Swansea and West Wales. Born and bred in Swansea, Craig joined Thomas Carroll in October 2020, and has been a member of Swansea and West Wales' branch of the CII for several years. He will hold the presidency of the branch for the next two years. The Swansea and West Wales branch of the Chartered Insurance Institute (CII) serves around 500 insurance and financial service professionals from across the region. It offers a range of services to its members, including Continuing Professional Development (CPD) opportunities, networking events, as well as social activities. These initiatives aim to support professional growth and foster a sense of community amongst its members. Craig said: 'My goal over the next 24 months is to drive engagement within our Institute, with a primary focus on increasing engagement with brokers and insurers operating within our area, particularly with new entrants into the industry at the beginnings of their insurance career. 'Having started my own career in insurance at the age of 17 as an apprentice I have first-hand experience of the challenges faced but more importantly the benefits available to young people entering the industry. I consider myself very lucky to work within this industry that has provided me with so many different and rewarding opportunities.' Craig added: 'I am passionate about sharing my own experiences and promoting the benefits to employers of securing and developing talent, who will ultimately go on to be the future of our industry. We all have a part to play in this. 'As well as this, I am confident that with the ongoing hard work and dedication of our council officers we will continue to help provide our members with the knowledge and skills necessary for success in our ever-evolving industry.' The Institute organises various events, such as webinars on topics like understanding insurance policies and commercial package insurance, as well as social gatherings like quizzes and annual dinners, which not only provide educational value but also serve as platforms for members to connect and engage with one another. Swansea's CII branch is also committed to raising funds for good causes and Craig has chosen Joseph's Smile, a charity which aims to support families with children facing life-threatening or chronic illnesses. Its mission is to alleviate the financial and emotional burdens associated with accessing treatments and equipment not available through the NHS. Craig added: 'I will work hard, with the support of my fellow council members, to raise as many funds as we can to support this fantastic cause.'
