Displaying 4 items of Expat Money Matters with the tag "financial 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.
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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.