web01.fireside.fm Sun, 19 Apr 2026 10:51:58 -0500 Fireside (https://fireside.fm) Expat Money Matters - Episodes Tagged with “#Expatlife #Spain #Taxadvice #Modelo720 #Wealthtax #Financialplanning #Chasebuchanan #Movingabroad #Residency #Investment” https://www.expatmm.com/tags/%23expatlife%20%23spain%20%23taxadvice%20%23modelo720%20%23wealthtax%20%23financialplanning%20%23chasebuchanan%20%23movingabroad%20%23residency%20%23investment Mon, 02 Feb 2026 14:00:00 +0000 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). en-gb episodic Chase Buchanan 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). no expat, living abroad, finance, retirement, Chase Buchanan viktor.nyics@chasebuchanan.com Ready for Modelo 720? https://www.expatmm.com/ready-for-modelo720 775ef491-2a07-49db-bd8f-54b09833e5a5 Mon, 02 Feb 2026 14:00:00 +0000 Chase Buchanan full 1 Chase Buchanan 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. 8:44 no In this episode of "Expat Money Matters," host Georgina Eldridge is joined by Steve Langford from Chase Buchanan to tackle the financial realities of moving to and living in Spain. They dive deep into the specific tax obligations that catch many expats off guard, starting with the nuances of regional Wealth Tax and the Solidarity Tax. Steve demystifies the infamous Modelo 720—a mandatory declaration for assets held outside of Spain—explaining the three key categories: property, cash, and shares. Beyond the tax forms, the discussion shifts to practical lifestyle planning. Steve offers crucial advice on choosing where to live, the benefits of renting before buying, and the importance of timing your residency to optimize tax efficiency. Whether you are planning your move or are already settling in, this episode provides the expert guidance needed to secure your financial future in the Spanish sun. Spain tax, Modelo 720, Spanish Wealth Tax, Solidarity Tax, Expat Spain, Spanish residency, moving to Spain, Spanish property tax, expat financial advice, Chase Buchanan. In this episode of "Expat Money Matters," host Georgina Eldridge is joined by Steve Langford from Chase Buchanan to tackle the financial realities of moving to and living in Spain. They dive deep into the specific tax obligations that catch many expats off guard, starting with the nuances of regional Wealth Tax and the Solidarity Tax. Steve demystifies the infamous Modelo 720—a mandatory declaration for assets held outside of Spain—explaining the three key categories: property, cash, and shares.

Beyond the tax forms, the discussion shifts to practical lifestyle planning. Steve offers crucial advice on choosing where to live, the benefits of renting before buying, and the importance of timing your residency to optimize tax efficiency. Whether you are planning your move or are already settling in, this episode provides the expert guidance needed to secure your financial future in the Spanish sun.

]]> In this episode of "Expat Money Matters," host Georgina Eldridge is joined by Steve Langford from Chase Buchanan to tackle the financial realities of moving to and living in Spain. They dive deep into the specific tax obligations that catch many expats off guard, starting with the nuances of regional Wealth Tax and the Solidarity Tax. Steve demystifies the infamous Modelo 720—a mandatory declaration for assets held outside of Spain—explaining the three key categories: property, cash, and shares.

Beyond the tax forms, the discussion shifts to practical lifestyle planning. Steve offers crucial advice on choosing where to live, the benefits of renting before buying, and the importance of timing your residency to optimize tax efficiency. Whether you are planning your move or are already settling in, this episode provides the expert guidance needed to secure your financial future in the Spanish sun.

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