web01.fireside.fm Sun, 19 Apr 2026 10:28:01 -0500 Fireside (https://fireside.fm) Expat Money Matters - Episodes Tagged with “Visa Requirements” https://www.expatmm.com/tags/visa%20requirements Mon, 12 Jan 2026 15:00:00 +0000 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 & 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 & 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 Moving to Portugal? https://www.expatmm.com/moving-to-portugal 64c26a97-ab52-4c9d-994a-e4fc03da530f Mon, 12 Jan 2026 15:00:00 +0000 Chase Buchanan full 1 Chase Buchanan 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. 23:36 no In this episode of Expert Money Matters, host Georgina Eldridge is joined by Lee Eldridge, the Group CEO of Chase Buchanan. Together, they strip back the glossy brochure view of Portugal to reveal the financial nuts and bolts of becoming a resident. Tune in to discover: The ISA Trap: Why your tax-free UK savings account will likely hit you with a 28% tax bill in Portugal. The 85/15 Rule: How the "Non-Habitual Residence" (NHR) and other tax schemes can legally reduce your tax liability to just 15%—or even 0% in some cases. The "Forced Heirship" Surprise: Why Portugal’s laws might force you to leave your estate to family members you didn’t intend to, and how to prevent it. The D7 Visa Reality: A step-by-step look at the passive income visa, including the critical "Apostille" stamp that catches many applicants out. Currency Safety: How to manage your Sterling pension while living a Euro lifestyle without gambling on exchange rates. Whether you are hunting for a farmhouse in the Algarve or a city apartment in Lisbon, this episode provides the financial blueprint you need to make your move a success. Moving to Portugal, D7 Visa Portugal, Non-Habitual Residence (NHR), Financial Advice Portugal, Expat Wealth Management, Chase Buchanan, Lee Eldridge, Portuguese Tax Residency In this episode of Expert Money Matters, host Georgina Eldridge is joined by Lee Eldridge, the Group CEO of Chase Buchanan. Together, they strip back the glossy brochure view of Portugal to reveal the financial nuts and bolts of becoming a resident.

Tune in to discover:

  • The ISA Trap: Why your tax-free UK savings account will likely hit you with a 28% tax bill in Portugal.
  • The 85/15 Rule: How the "Non-Habitual Residence" (NHR) and other tax schemes can legally reduce your tax liability to just 15%—or even 0% in some cases.
  • The "Forced Heirship" Surprise: Why Portugal’s laws might force you to leave your estate to family members you didn’t intend to, and how to prevent it.
  • The D7 Visa Reality: A step-by-step look at the passive income visa, including the critical "Apostille" stamp that catches many applicants out.
  • Currency Safety: How to manage your Sterling pension while living a Euro lifestyle without gambling on exchange rates.

Whether you are hunting for a farmhouse in the Algarve or a city apartment in Lisbon, this episode provides the financial blueprint you need to make your move a success.

]]> In this episode of Expert Money Matters, host Georgina Eldridge is joined by Lee Eldridge, the Group CEO of Chase Buchanan. Together, they strip back the glossy brochure view of Portugal to reveal the financial nuts and bolts of becoming a resident.

Tune in to discover:

  • The ISA Trap: Why your tax-free UK savings account will likely hit you with a 28% tax bill in Portugal.
  • The 85/15 Rule: How the "Non-Habitual Residence" (NHR) and other tax schemes can legally reduce your tax liability to just 15%—or even 0% in some cases.
  • The "Forced Heirship" Surprise: Why Portugal’s laws might force you to leave your estate to family members you didn’t intend to, and how to prevent it.
  • The D7 Visa Reality: A step-by-step look at the passive income visa, including the critical "Apostille" stamp that catches many applicants out.
  • Currency Safety: How to manage your Sterling pension while living a Euro lifestyle without gambling on exchange rates.

Whether you are hunting for a farmhouse in the Algarve or a city apartment in Lisbon, this episode provides the financial blueprint you need to make your move a success.

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