Displaying 9 items of Expat Money Matters with the tag "financial planning".
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Weekly Market Update 12/08/2026
August 12th, 2026 | Season 1 | 8 mins 58 secs
balearic islands, belgium tax, cross-border finance, currency markets, federal reserve, financial planning, inheritance tax, market news, spanish property, uk pensions, uk property, us economy
This week’s update examines weaker US employment figures, contrasting Canadian job growth, diverging property markets in the UK and Spain, the approaching UK pension Inheritance Tax changes and Belgium’s new capital gains tax rules.
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Weekly Market Update 29/07/2026
July 29th, 2026 | Season 1 | 14 mins 23 secs
belgium tax, cross-border wealth, currency risk, expat finance, financial planning, inheritance tax, interest rates, oil markets, qrops, retirement abroad, uk pensions, us expats, weekly market update
This week’s Expat Money Matters update examines Britain’s new government, changing energy and interest-rate conditions, Belgium’s new Capital Gains Tax regime, QROPS risks for US-connected pension holders, and what shifting markets may mean for retirement income abroad.
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Weekly Market Update 15/07/2026
July 15th, 2026 | Season 1 | 10 mins 20 secs
andy burnham, brent crude, canary islands, cross-border wealth, energy markets, expat finance, financial planning, gilt yields, inflation, interest rates, investment platforms, sipp, spanish property, spanish tax, sterling, strait of hormuz, uk politics, us-connected persons, zec
This week’s update covers the political transition in Westminster, renewed pressure on energy markets, movements in sterling, Spanish property-tax developments, the Canary Islands Special Zone and growing platform restrictions affecting US-connected investors.
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Weekly Market Update 08/07/2026
July 8th, 2026 | Season 1 | 8 mins 36 secs
chase buchanan, cross-border planning, cyprus tax, european tax, expat finance, fatca, financial planning, france tax, geopolitical risk, ifici, international sipp, oil markets, pfic, portugal nhr, uk tax, us connected persons, wealth management, weekly market update
This Weekly Market Update looks at the latest political, regulatory and tax developments affecting cross-border wealth planning, including UK fiscal uncertainty, US-connected investor restrictions, European tax changes, Portugal’s NHR transition, Cyprus rental payment reform, and emerging luxury tax proposals in France.
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Weekly Market Update 22/04/2026
April 22nd, 2026 | Season 1 | 4 mins 28 secs
ceasefire negotiations, commodities, financial planning, fiscal strategy, geopolitics, global wealth, inflation, investing, macroeconomics, market update, oil prices, port disruption, stock market, strait of hormuz, us iran war
As the two-week ceasefire deadline arrives, the "Fog of Ceasefire" thickens. After a brief and failed attempt to reopen the Strait of Hormuz over the weekend, the US-Iran conflict enters a "compressed execution phase." This Weekly Market Update breaks down the economic fallout of physical supply shortages, the record-breaking resilience of the S&P 500, and why the current status quo is unsustainable for global markets.
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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.