About Expat Money Matters
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).