Our Services
Relocating to The Isle of Man
The Isle of Man is located in the middle of the Irish Sea and is a self-governed British Crown Dependency, primarily known for the famous TT motorcycle races and cats with no tails.
With stunning seascapes, lush plantations, and picturesque glens all on your doorstep, the Isle of Man is considered by many across the globe to be a desirable place to live. The Island is quite multicultural even though small in population and size and is also the world’s only whole nation that is recognised as a UNESCO Biosphere site. Saying that, the actual logistics of moving to the Island might appear formidable, with even the simple task of refuelling your car seeming unfamiliar and confusing.
Chase Wealth Solutions and Financial Options can support you with certain aspects of your relocation, giving you invaluable information and being that point of contact for many of your financial questions and requirements.
We offer:
- Life Assurance policies to protect you, your family and your home. We can review existing cover you may be bringing with you to make sure it is still suitable for you and your changing circumstances.
- Investment and savings advice – We can advise on how the Isle of Man differs to where you live now and explain what different rules and taxation will apply to your money.
- Cash Flow and Lifestyle Planning to review and track your finances, helping you achieve your financial goals.
- Mortgage advice, guidance and support.
- Pensions – Pensions are different on the island and one of the first things you need to do is get your current pension checked and make changes where needed (you should also see if you can make additional payments to UK NI so that you could achieve two state pensions!)
We offer:
- Life Assurance policies to protect you, your family and your home. We can review existing cover you may be bringing with you to make sure it is still suitable for you and your changing circumstances.
- Investment and savings advice – We can advise on how the Isle of Man differs to where you live now and explain what different rules and taxation will apply to your money.
- Lifestyle planning to review and track your finances, helping you achieve your financial goals.
- Mortgage advice, guidance and support.
- Pensions – Pensions are different on the island and one of the first things you need to do is get your current pension checked and make changes where needed (you should also see if you can make additional payments to UK NI so that you could achieve 2 state pensions!)
Useful Links
biosphere.im
visitisleofman.com
locate.im
Testimonials
Our passion is to provide the highest level of customer service achievable.
This is what some of our clients have said about us.
Since being introduced to Tom 3 years ago we have been given sufficient confidence in his professional advice to move most of our investments to his control. We receive very regular, transparent and honest updates and advice and feel that he fully understands our personal needs and aspirations. Tom’s diligence with our investments finally persuaded us to also move our pension pot from another manager to the care of Chase Wealth. Even through this past Covid ridden year Tom has steered us well.
Over the years since first meeting with Gerald, we have saved thousands of pounds with the mortgages arranged for us by Chase and gained thousands with the wise investments they have organised and managed for us, the yield of which far exceeded any ‘normal’ interest that was available. This has left me in a great position to retire early (56) and enjoy life without any monetary worries, mortgage free! Their service has always and continues to be friendly and efficient.
Lifestyle Planning with Julie has been the most reassuring thing we could have done and was well worth the time it took. Thinking about whether or not to take early retirement was scary for us. Can we afford it? Will we run out of money? We now know we can afford it, we’ve optimised our current investments and we have a plan for our future. It’s given us peace of mind.