Displaying 6 items of Expat Money Matters with the tag "expat pensions".
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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 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 17/06/2026
June 17th, 2026 | Season 1 | 7 mins 57 secs
bank of england, belgium tax, cross-border wealth, currency exposure, cyprus tax, ecb, european tax, expat finance, expat pensions, federal reserve, france tax, hmrc, inflation, international sipp, malta tax, market update, passive investing, portugal tax, qrops, retirement planning, spacex ipo, uk expats, wealth planning
Markets recovered after early June volatility, supported by hopes of a US-Iran settlement and the historic SpaceX IPO. This Weekly Market Update looks at central bank divergence, currency risk for expatriates, political uncertainty in the UK, and major tax changes across Europe affecting pensions, residency and cross-border wealth planning.
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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.