app03 Wed, 29 Jul 2026 03:27:26 +0000 Fireside (https://fireside.fm) Expat Money Matters - Episodes Tagged with “Retirement Abroad” https://www.expatmm.com/tags/retirement%20abroad Wed, 29 Jul 2026 00:00:00 +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 29/07/2026 https://www.expatmm.com/weekly-financial-market-update-29-07-2026 8d94c987-4bbe-4e72-90c2-2663cd2e1eda Wed, 29 Jul 2026 00:00:00 +0100 Chase Buchanan full 1 Chase Buchanan 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. 14:23 no <p>Britain has a new Prime Minister, but many of the tax changes being discussed remain speculation rather than confirmed policy.</p> <p>In this Weekly Market Update, we separate political headlines from financial reality and examine the developments most relevant to expatriates, retirees and internationally mobile families.</p> <p>Topics include the UK’s new government and the approaching Inheritance Tax changes affecting pensions, continued disruption around the Strait of Hormuz, interest rates and currency movements, Belgium’s new Capital Gains Tax rules, QROPS risks for US-connected pension holders, and the changing role of bonds, cash and private credit in retirement portfolios.</p> <p>Information and market data were correct as of 27 July 2026 and may have changed since recording. </p> expat financial planning, expatriate retirement, Weekly Market Update, Expat Money Matters, UK pensions, UK Inheritance Tax, Andy Burnham, John Healey, Capital Gains Tax, Belgium tax, QROPS, US-connected persons, Overseas Transfer Charge, retirement income, currency risk, GBP EUR, interest rates, Strait of Hormuz, oil prices, global markets, cross-border wealth management Britain has a new Prime Minister, but many of the tax changes being discussed remain speculation rather than confirmed policy.

In this Weekly Market Update, we separate political headlines from financial reality and examine the developments most relevant to expatriates, retirees and internationally mobile families.

Topics include the UK’s new government and the approaching Inheritance Tax changes affecting pensions, continued disruption around the Strait of Hormuz, interest rates and currency movements, Belgium’s new Capital Gains Tax rules, QROPS risks for US-connected pension holders, and the changing role of bonds, cash and private credit in retirement portfolios.

Information and market data were correct as of 27 July 2026 and may have changed since recording.

]]> Britain has a new Prime Minister, but many of the tax changes being discussed remain speculation rather than confirmed policy.

In this Weekly Market Update, we separate political headlines from financial reality and examine the developments most relevant to expatriates, retirees and internationally mobile families.

Topics include the UK’s new government and the approaching Inheritance Tax changes affecting pensions, continued disruption around the Strait of Hormuz, interest rates and currency movements, Belgium’s new Capital Gains Tax rules, QROPS risks for US-connected pension holders, and the changing role of bonds, cash and private credit in retirement portfolios.

Information and market data were correct as of 27 July 2026 and may have changed since recording.

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