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).
This week’s Expat Money Matters update looks at several developments with potential implications for internationally mobile families.
Spain has reintroduced significant housing measures following their earlier parliamentary rejection, while Portugal has presented its proposed 2027 State Budget with further tax and housing measures.
In France, lawmakers have challenged part of the proposed pension-tax changes and considered an extension of the country’s exit-tax regime to certain crypto-assets.
For US-connected individuals, 15 October is an important filing deadline for many taxpayers who obtained an extension, while in the UK, new analysis continues to underline the challenging fiscal backdrop ahead of the 28 October Budget.
We also look ahead to key dates for US inflation, UK GDP, the Federal Reserve and Spain’s early general election.
If any of these developments could affect your pensions, investments, property or wider financial arrangements, you are welcome to arrange a complimentary, no-obligation meeting with one of our qualified advisers.
Book a meeting now (https://chasebuchanan.typeform.com/to/ASu6vYbF/?utm_source=wmu&utm_medium=podcast&utm_campaign=weekly-market-update&utm_content=cta-talk-to-advisor&typeform-source=www.expatmm.com)
7 Oct 2026
Weekly Market Update 07/10/2026
In this week’s Weekly Market Update, we look at the latest economic, tax and policy developments with potential relevance for internationally mobile individuals and families.
US employment growth slowed sharply in September, while inflation remained above the Federal Reserve’s target. In Spain, an early general election has now been formally called for 29 November following the rejection of two housing measures.
France has presented its 2027 Finance Bill, including proposals affecting the tax treatment of pension income and assurance-vie arrangements. Portugal is progressing with rental-market reforms, while changes have also taken effect for certain BUPi property-registration work.
We also cover the Canary Islands’ extended energy-tax relief, new US import restrictions affecting selected Canadian products, and the temporary zero rate of VAT on domestic electricity in Great Britain as UK house-price growth slows.
Several important dates are also approaching, including US inflation data, the Federal Reserve’s October meeting and the UK Budget.
The distinction between confirmed measures and proposals remains important, particularly where financial arrangements cross more than one country.
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 (https://chasebuchanan.typeform.com/to/ASu6vYbF/?utm_source=wmu&utm_medium=podcast&utm_campaign=weekly-market-update&utm_content=cta-talk-to-advisor&typeform-source=www.expatmm.com)
30 Sept 2026
Weekly Market Update 30/09/2026
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 (https://chasebuchanan.typeform.com/to/ASu6vYbF/?utm_source=wmu&utm_medium=podcast&utm_campaign=weekly-market-update&utm_content=cta-talk-to-advisor).
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