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 25/02/2026
February 25th, 2026 | Season 1 | 6 mins 32 secs
amt trap, anthropic, artificial intelligence, bank of england, chase buchanan, expat taxes, federal reserve, global import surcharge, global markets, investment advisory, market update, nvidia, reform uk, supreme court, tech stocks, uk pensions, us tariffs
This week’s update covers the US Supreme Court's ruling against the emergency tariff program and the swift introduction of a new global import surcharge. We also look at the stabilising AI software sector, preview Nvidia's highly anticipated earnings, and highlight critical tax and regulatory changes affecting cross-border finances.
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Weekly Market Update 18/02/2026
February 18th, 2026 | Season 1 | 6 mins 54 secs
2026 economy., ai disruption, bank of england, market volatility, terminal value, uk investing, us inflation, wealth management
In this week's update, we analyse a significant shift in market sentiment as AI disruption moves beyond software and begins to threaten the traditional wealth management sector. We discuss the "shoot first, ask questions later" nature of current markets and why investors are re-evaluating the terminal value of companies facing "second-order" AI threats. Plus, we cover the latest US inflation data and what to expect from upcoming UK labour market reports.
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Weekly Market Update 11/02/2026
February 11th, 2026 | Season 1 | 6 mins 26 secs
ai, chasebuchanan, earningsseason, fiscalstimulus, globalmarkets, investing, japaneconomy, marketupdate, sanaetakaichi, techstocks
In this week's update, we tackle the "tidal wave" of pessimism hitting the global software sector following Anthropic’s latest AI release. We also analyse the market-moving news from Japan, where Prime Minister Sanae Takaichi has secured a resounding supermajority, paving the way for aggressive fiscal stimulus and a surge in the Nikkei.
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Weekly Market Update 04/02/2026
February 4th, 2026 | Season 1 | 10 mins 20 secs
#marketupdate #preciousmetals #federalreserve #gold #silver #chinaeconomy #investing #oilmarket #globalmarkets #chasebuchanan #economics
This week’s update covers the spectacular unwinding of leveraged positions in precious metals triggered by a scandal involving a Chinese trader and "circular trading." We also analyse the market's reaction to Kevin Warsh’s nomination as Federal Reserve Chairman, the strengthening US dollar, and the potential diplomatic talks lowering oil prices.
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Ready for Modelo 720?
February 2nd, 2026 | Season 1 | 8 mins 44 secs
#expatlife #spain #taxadvice #modelo720 #wealthtax #financialplanning #chasebuchanan #movingabroad #residency #investment
Host Georgina Eldridge and Chase Buchanan's Steve Langford navigate the complex Spanish tax landscape, breaking down Wealth Tax, the critical Modelo 720 declaration, and essential tips for purchasing property and timing your move to Spain.
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Moving to Cyprus?
January 26th, 2026 | Season 1 | 12 mins 1 sec
5% pension tax, 60 day rule, chase buchanan, chris zachariou, cyprus tax, expat finance, expat pensions, financial planning, forced heirship, living in cyprus, moving to cyprus, paphos, wealth management
In this episode, Private Wealth Manager Chris Zachariou explains the unique financial opportunities of relocating to Cyprus, from the attractive 5% pension tax rate to the "60-day" residency rule. Tune in to learn why your UK advisor can no longer assist post-Brexit and how to navigate local laws like forced heirship to protect your legacy.
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Moving to Spain?
January 19th, 2026 | Season 1 | 12 mins 47 secs
17 autonomous regions, brexit financial rules, chase buchanan, cross-border advice, expat finance, expat pensions, financial planning, living in spain, moving to spain, nicole sandler, spanish inheritance tax, spanish tax residency, uk to spain, visa for spain, wealth management spain
In this episode, private wealth manager Nicole Sandler explains the critical financial pitfalls of relocating, from navigating Spain’s 17 distinct tax regions to understanding why your UK advisor can no longer help post-Brexit. Tune in to learn how to bridge the gap between your current assets and your dream lifestyle abroad.
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Moving to Portugal?
January 12th, 2026 | Season 1 | 23 mins 36 secs
chase buchanan, d7 visa, expat finance, expat pensions, financial planning, fiscal residency, lee eldridge, living in the algarve, moving to portugal, nhr tax regime, portuguese tax, retiring abroad, uk to portugal, visa requirements, wealth management
In this episode, Group CEO Lee Eldridge explains the critical financial pitfalls of relocating, from why your UK ISA is no longer tax-free to navigating the complexities of the D7 visa and the 85/15 tax rule. Tune in to learn how to structure your wealth for a compliant and prosperous life abroad.
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Moving to Malta?
January 5th, 2026 | Season 1 | 7 mins 11 secs
chase buchanan, expat finance, financial planning, global residency programme, kevin cassar, living in valletta, malta tax, moving to malta, non-dom status, remittance basis, retiring abroad, stamp duty, uk to malta, wealth management
In this episode, wealth manager Kevin Cassar explains Malta's unique "remittance basis" system, where foreign capital gains can be tax-free. Tune in to learn about the different residency programs for Brits, the 5% stamp duty on property, and why timing your UK property sale is critical.