app02 Wed, 15 Jul 2026 09:13:00 +0000 Fireside (https://fireside.fm) Expat Money Matters - Episodes Tagged with “Investment Platforms” https://www.expatmm.com/tags/investment%20platforms Wed, 15 Jul 2026 06:00:00 +0100 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 &amp; 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 &amp; 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 Weekly Market Update 15/07/2026 https://www.expatmm.com/weekly-financial-market-update-15072026 63bad0e8-a060-4ead-965f-263b43448ca5 Wed, 15 Jul 2026 06:00:00 +0100 Chase Buchanan full 1 Chase Buchanan 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. 10:20 no <p>In this episode, we examine the developments shaping cross-border wealth this week, including Andy Burnham’s expected move into Downing Street, gilt yields rising above 5%, renewed disruption in the Strait of Hormuz and the resulting pressure on oil prices.</p> <p>We also look at sterling, a Spanish court ruling that may benefit some non-EU property owners, the approaching registration deadline for the Canary Islands Special Zone and the restrictions being introduced by UK investment platforms for US-connected and overseas clients.</p> <p>Every individual’s circumstances are different. To understand how these developments may affect your position, book a complimentary review with a qualified <a href="https://chasebuchanan.com/book/" rel="nofollow noopener">Chase Buchanan</a> adviser.</p> Weekly Market Update, Andy Burnham, UK politics, UK economy, gilt yields, UK inflation, interest rates, Strait of Hormuz, oil prices, Brent crude, energy markets, sterling, GBP exchange rate, Spanish property tax, Spanish rental income, Modelo 210, non-resident property owners, Canary Islands Special Zone, ZEC, US-connected investors, UK investment platforms, SIPP, cross-border financial planning, expatriate wealth management In this episode, we examine the developments shaping cross-border wealth this week, including Andy Burnham’s expected move into Downing Street, gilt yields rising above 5%, renewed disruption in the Strait of Hormuz and the resulting pressure on oil prices.

We also look at sterling, a Spanish court ruling that may benefit some non-EU property owners, the approaching registration deadline for the Canary Islands Special Zone and the restrictions being introduced by UK investment platforms for US-connected and overseas clients.

Every individual’s circumstances are different. To understand how these developments may affect your position, book a complimentary review with a qualified Chase Buchanan adviser.

]]> In this episode, we examine the developments shaping cross-border wealth this week, including Andy Burnham’s expected move into Downing Street, gilt yields rising above 5%, renewed disruption in the Strait of Hormuz and the resulting pressure on oil prices.

We also look at sterling, a Spanish court ruling that may benefit some non-EU property owners, the approaching registration deadline for the Canary Islands Special Zone and the restrictions being introduced by UK investment platforms for US-connected and overseas clients.

Every individual’s circumstances are different. To understand how these developments may affect your position, book a complimentary review with a qualified Chase Buchanan adviser.

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