About the show
Expat Money Matters is the essential podcast for British expats, international professionals, and global citizens who want to secure their wealth while enjoying their new life overseas.
Hosted by Chase Buchanan Private Wealth Management, this series cuts through the complexity of cross-border finance to provide clear, "jargon-free" advice. In each episode, we sit down with industry leaders—including Group CEO Lee Eldridge and local specialists from Spain, Portugal, Malta, and beyond—to tackle the real-world financial challenges of relocation.
What We Cover:
The Tax Traps: Why your UK ISA is no longer tax-efficient and how to structure your assets for life in Europe.
Residency & Visas: Navigating the post-Brexit landscape, from Portugal’s Golden Visa to Spain’s digital nomad options.
Pension Planning: Understanding QROPS, SIPPs, and how to access your UK pension without unnecessary tax bills.
Estate Planning: Protecting your legacy with cross-border Wills and understanding local inheritance laws.
Investment Strategy: Building a portfolio that works in your new currency and jurisdiction.
Whether you are retiring to the Mediterranean, moving for work, or simply seeking a more global lifestyle, Expat Money Matters is your guide to making informed financial decisions.
Trusted advice made simple.
About Chase Buchanan Private Wealth Management:
Chase Buchanan is a leading international wealth management firm providing global finance solutions for those with a global lifestyle. With offices across Europe and North America, we specialize in helping expats navigate the complexities of cross-border taxation and wealth protection. Our advisers are highly qualified (UK Level 4/6 standards) and supported by specialist tax barristers to ensure your financial plan is robust, compliant, and tailored to you.
Visit us online: chasebuchanan.com
Disclaimer: The content provided in this podcast is for general informational purposes only and should not be considered as personal financial, investment, or tax advice. The views expressed are those of the speakers and do not necessarily reflect the views of Chase Buchanan Private Wealth Management. Financial laws and tax regulations are subject to change and vary by jurisdiction. You should always seek professional advice tailored to your individual circumstances before making any financial decisions.
Chase Buchanan Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission (Licence No: 287/15) and offers services in the EU on a cross-border basis as per the provisions of MiFID II. Chase Buchanan Insurance Services is authorised and regulated by the Cyprus Insurance Companies Control Service (Licence No: 6883).
Expat Money Matters on social media
Episodes
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Weekly Market Update 07/10/2026
October 7th, 2026 | Season 1 | 11 mins 4 secs
assurance vie tax changes, bupi portugal, canada us trade restrictions, canadian imports, canary islands igic, cross-border financial advice, expat property planning, expat wealth management, federal reserve october 2026, france finance bill 2027, france pension tax, international pensions, nationwide house prices, pedro sánchez election, portugal rental reform, spain general election 2026, spain housing law, uk budget october 2026, uk electricity vat, uk house prices september 2026, us inflation, us jobs september 2026
US job growth slowed sharply in September, Spain formally called an early general election, and France set out proposed tax changes affecting pension income and assurance-vie arrangements.
This week’s update also covers Portugal’s rental reforms, Canary Islands energy-tax relief, new US restrictions on selected Canadian imports, and changes to domestic electricity VAT and house-price growth in Great Britain.
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Weekly Market Update 30/09/2026
September 30th, 2026 | Season 1 | 7 mins 44 secs
british expatriates, cross-border wealth planning, cyprus state pension reform, expat financial planning, french rental property, hmrc savings interest, uk budget 2026, uk pension inheritance tax, us-canada trade, us-china trade, weekly market update
This week’s update covers US–China tariff proposals and new US restrictions on selected Canadian imports, alongside Cyprus’s proposed pension reform, French rental agreements, UK borrowing figures and HMRC notices about savings interest.
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Weekly Market Update 23/09/2026
September 23rd, 2026 | Season 1 | 9 mins 20 secs
alicante ibi reduction, bank of england interest rates, european central bank rates, federal reserve rate rise, portugal bupi deadline, portugal irs reductions, portugal pension supplement, uk government borrowing, uk small pension pots, us canada trade restrictions, us treasury yields, valència tourist apartments, xi jinping us visit
Central banks moved in different directions as the Federal Reserve raised interest rates, the Bank of England held Bank Rate and European Central Bank increases took effect. We also examine UK government borrowing, property measures in València and Alicante, Portuguese pension and tax proposals, and plans for consolidating small UK pension pots.
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Weekly Market Update 16/09/2026
September 16th, 2026 | Season 1 | 8 mins 58 secs
bank of england decision, belgium non-resident tax return, canada-us tariffs, canadian inflation, currency movements, european central bank interest rates, federal reserve meeting, uk economic growth, uk labour market, us inflation
The European Central Bank raises interest rates as the Federal Reserve and Bank of England prepare for key decisions. We also examine US and Canadian inflation, escalating Canada-US trade measures, Belgium’s non-resident tax deadline and the latest UK economic figures.
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Weekly Market Update 09/09/2026
September 9th, 2026 | Season 1 | 9 mins 33 secs
bank of canada, canada counter-tariffs, canada fuel-tax relief, canary islands igic, ecb interest rates, euro-area inflation, federal reserve, french pension changes, john healey, portugal bupi, september 2026 market update, uk autumn budget 2026, us inflation, us jobs report
Stronger US employment, new Canadian counter-tariffs and changes to French pension rules lead this week’s update, alongside the forthcoming ECB decision and practical developments affecting property owners in Portugal and the Canary Islands.
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Weekly Market Update 02/09/2026
September 2nd, 2026 | Season 1 | 19 mins 15 secs
april 2027, bank of canada, belgium, canada, capital gains tax, cross-border planning, expat money matters, expat pensions, expat tax, federal reserve, inheritance tax, jackson hole, malta, malta individual tax programme, modelo 210, spain, uk pensions, united kingdom, usa, us–canada trade
September begins with shifting interest-rate expectations, renewed trade tensions and several important cross-border planning dates. This week's Expat Money Matters update covers the US Federal Reserve, Canada, Belgium, Spain and Malta, alongside the latest HMRC detail on the April 2027 UK pension and Inheritance Tax changes.
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Weekly Market Update 26/08/2026
August 26th, 2026 | 9 mins 24 secs
bank of canada, belgium, canada, canadian dollar, capital gains tax, cross-border finance, expats, federal reserve, inflation, interest rates, modelo 210, pensions, spain, tariffs, uk inheritance tax, united kingdom, united states, wealth management
In this episode of Expat Money Matters: Canada–US trade tensions escalate as Canada confirms its counter-tariffs, while persistent US inflation and higher UK inflation keep interest rates and currencies in focus. We explore what these developments could mean for expats, alongside important deadlines in Belgium and Spain and the approaching UK pension Inheritance Tax change.
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Weekly Market Update 19/08/2026
August 19th, 2026 | Season 1 | 11 mins 14 secs
american, bank of canada, bank of england, belgium capital gains tax, belgium expat tax, brent crude oil, british expats, canada us tariffs, canadian inflation, canary islands business tax, canary islands zec, cross-border tax planning, expat currency planning, federal reserve, international investment, malta individual tax programme, malta residence programmes, strait of hormuz, uk inflation, us inflation
This Weekly Market Update examines changing UK, US and Canadian economic signals, continued disruption in the Strait of Hormuz, and approaching planning deadlines in Belgium, Malta and the Canary Islands.
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Weekly Market Update 12/08/2026
August 12th, 2026 | Season 1 | 8 mins 58 secs
balearic islands, belgium tax, cross-border finance, currency markets, federal reserve, financial planning, inheritance tax, market news, spanish property, uk pensions, uk property, us economy
This week’s update examines weaker US employment figures, contrasting Canadian job growth, diverging property markets in the UK and Spain, the approaching UK pension Inheritance Tax changes and Belgium’s new capital gains tax rules.
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Weekly Market Update 05/08/2026
August 5th, 2026 | Season 1 | 8 mins 32 secs
ai, amazon, bank of england, british expats, cross-border planning, expat finance, expat money matters, federal reserve, inflation, interest rates, meta, microsoft, oil prices, pensions, strait of hormuz, uk budget, us economy, us expats, weekly market update
This week on Expat Money Matters, the Weekly Market Update looks at unchanged UK and US interest rates, the confirmed date for the UK’s first Budget under the new government, what Big Tech earnings are revealing about the AI investment boom, the latest signals from the US economy, and renewed uncertainty around oil and shipping through the Strait of Hormuz.
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Weekly Market Update 29/07/2026
July 29th, 2026 | Season 1 | 14 mins 23 secs
belgium tax, cross-border wealth, currency risk, expat finance, financial planning, inheritance tax, interest rates, oil markets, qrops, retirement abroad, uk pensions, us expats, weekly market update
This week’s Expat Money Matters update examines Britain’s new government, changing energy and interest-rate conditions, Belgium’s new Capital Gains Tax regime, QROPS risks for US-connected pension holders, and what shifting markets may mean for retirement income abroad.
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Weekly Market Update 22/07/2026
July 22nd, 2026 | Season 1 | 13 mins 28 secs
ai earnings, andy burnham, central banks, currency movements, expat pensions, inflation, john healey, malta residency, oil prices, private credit, spain tax, strait of hormuz
In this Weekly Market Update, we explore Britain’s new Government, rising energy risks and the financial developments affecting people living, retiring and investing abroad.
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Weekly Market Update 15/07/2026
July 15th, 2026 | Season 1 | 10 mins 20 secs
andy burnham, brent crude, canary islands, cross-border wealth, energy markets, expat finance, financial planning, gilt yields, inflation, interest rates, investment platforms, sipp, spanish property, spanish tax, sterling, strait of hormuz, uk politics, us-connected persons, zec
This week’s update covers the political transition in Westminster, renewed pressure on energy markets, movements in sterling, Spanish property-tax developments, the Canary Islands Special Zone and growing platform restrictions affecting US-connected investors.
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Weekly Market Update 08/07/2026
July 8th, 2026 | Season 1 | 8 mins 36 secs
chase buchanan, cross-border planning, cyprus tax, european tax, expat finance, fatca, financial planning, france tax, geopolitical risk, ifici, international sipp, oil markets, pfic, portugal nhr, uk tax, us connected persons, wealth management, weekly market update
This Weekly Market Update looks at the latest political, regulatory and tax developments affecting cross-border wealth planning, including UK fiscal uncertainty, US-connected investor restrictions, European tax changes, Portugal’s NHR transition, Cyprus rental payment reform, and emerging luxury tax proposals in France.
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Weekly Market Update 01/07/2026
July 1st, 2026 | Season 1 | 9 mins 43 secs
ai investing, capital gains tax, cross-border wealth, cyprus non-dom, expat financial planning, expat money matters, france tax planning, inheritance tax, international tax planning, market update, pfic, uk politics, us connected persons, wealth management, weekly market update
This week’s Weekly Market Update explores renewed tensions in the Strait of Hormuz, shifting UK political and tax proposals, AI-driven market concentration, US-connected person planning issues, and changing tax regimes across Cyprus and France.
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Weekly Market Update 24/06/2026
June 24th, 2026 | Season 1 | 9 mins 9 secs
cross-border wealth, energy markets, expat finance, expat money matters, inheritance tax, international tax, malta residency, market update, portugal nhr, retirement planning, spacex ipo, uk pensions, us expats, wealth planning, weekly market update
This week’s update looks at the UK leadership transition, easing energy market tensions, SpaceX IPO volatility, and key cross-border planning issues affecting expatriates, including UK pensions for US residents, Portugal’s NHR expiry window, and Malta’s tax-efficient residency options.