Displaying items 11-16 of 16 in total of Expat Money Matters with the tag "wealth management".
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Weekly Market Update 11/03/2026
March 11th, 2026 | Season 1 | 4 mins 25 secs
chase buchanan, cross-border tax, expat finance, inflation, interest rates, macroeconomics, uk mortgages, uk spring statement, us expats, wealth management
In this week's episode, we explore how geopolitical tensions and rising energy prices are shifting global inflation expectations. Discover what the latest cautious stances from the Federal Reserve and Bank of England mean for borrowing costs, alongside essential wealth management updates from the UK Spring Statement and new tax provisions for US expats.
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Weekly Market Update 04/03/2026
March 4th, 2026 | Season 1 | 6 mins 31 secs
chase buchanan, commodities, geopolitics, gold, investing, market update, market volatility, middle east, natural gas, oil, portfolio management, s&p 500, wealth management
In this week's update, we address the escalating crisis in the Middle East and its immediate impact on global financial markets. We discuss the significant surges in oil, gold, and natural gas, the resilience of global equities, and why maintaining a disciplined, long-term investment strategy is crucial during periods of geopolitical uncertainty.
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Weekly Market Update 18/02/2026
February 18th, 2026 | Season 1 | 6 mins 54 secs
2026 economy., ai disruption, bank of england, market volatility, terminal value, uk investing, us inflation, wealth management
In this week's update, we analyse a significant shift in market sentiment as AI disruption moves beyond software and begins to threaten the traditional wealth management sector. We discuss the "shoot first, ask questions later" nature of current markets and why investors are re-evaluating the terminal value of companies facing "second-order" AI threats. Plus, we cover the latest US inflation data and what to expect from upcoming UK labour market reports.
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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 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.