app03 Wed, 30 Sep 2026 03:30:02 +0000 Fireside (https://fireside.fm) Expat Money Matters - Episodes Tagged with “Uk Pension Inheritance Tax” https://www.expatmm.com/tags/uk%20pension%20inheritance%20tax Wed, 30 Sep 2026 01:00:00 +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 30/09/2026 https://www.expatmm.com/weekly-financial-market-update-30-09-2026 aca93bc2-6d75-43b0-97b3-d10b991c25e1 Wed, 30 Sep 2026 01:00:00 +0100 Chase Buchanan full 1 Chase Buchanan This week’s update covers US–China tariff proposals and new US restrictions on selected Canadian imports, alongside Cyprus’s proposed pension reform, French rental agreements, UK borrowing figures and HMRC notices about savings interest. 7:44 no <p>In this Weekly Market Update, we look at the latest trade developments between the US, China and Canada, and what changing trade rules can mean for internationally diversified investments.</p> <p>We also cover Cyprus’s proposed state pension reform, new standard leases for long-term rentals in France, and the UK borrowing figures ahead of October’s Budget. Plus, we explain why some people may receive a revised HMRC notice about savings interest and revisit the UK Inheritance Tax change affecting most unused pension funds from April 2027.</p> <p>Everyone’s circumstances are different. If these developments could affect your pensions, investments, property, borrowing, currency planning or plans to move abroad, you can book a complimentary, no-obligation meeting with a qualified Chase Buchanan adviser at <strong><a href="https://chasebuchanan.typeform.com/to/ASu6vYbF/?utm_source=wmu&amp;utm_medium=podcast&amp;utm_campaign=weekly-market-update&amp;utm_content=cta-talk-to-advisor" rel="nofollow noopener">chasebuchanan.com/book</a></strong>. </p> Expat Money Matters, Weekly Market Update, Expat Finance, British Expats, Pensions, Inheritance Tax, Investments, Cyprus, France, UK Budget, Savings Interest, Trade Policy In this Weekly Market Update, we look at the latest trade developments between the US, China and Canada, and what changing trade rules can mean for internationally diversified investments.

We also cover Cyprus’s proposed state pension reform, new standard leases for long-term rentals in France, and the UK borrowing figures ahead of October’s Budget. Plus, we explain why some people may receive a revised HMRC notice about savings interest and revisit the UK Inheritance Tax change affecting most unused pension funds from April 2027.

Everyone’s circumstances are different. If these developments could affect your pensions, investments, property, borrowing, currency planning or plans to move abroad, you can book a complimentary, no-obligation meeting with a qualified Chase Buchanan adviser at chasebuchanan.com/book.

]]> In this Weekly Market Update, we look at the latest trade developments between the US, China and Canada, and what changing trade rules can mean for internationally diversified investments.

We also cover Cyprus’s proposed state pension reform, new standard leases for long-term rentals in France, and the UK borrowing figures ahead of October’s Budget. Plus, we explain why some people may receive a revised HMRC notice about savings interest and revisit the UK Inheritance Tax change affecting most unused pension funds from April 2027.

Everyone’s circumstances are different. If these developments could affect your pensions, investments, property, borrowing, currency planning or plans to move abroad, you can book a complimentary, no-obligation meeting with a qualified Chase Buchanan adviser at chasebuchanan.com/book.

]]>