Expat Money Matters

Chase Buchanan
  • 0.0 (0)
  • Investing
  • Updated Weekly

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).

  1. Weekly Market Update 03/06/2026

    5d ago

    Weekly Market Update 03/06/2026

    In this Weekly Market Updateupdate, we examine how several market and planning risks have moved from theory into real-world impact. The AI rally has entered a new phase, driven not just by hype, but by the physical infrastructure race behind data centres, GPUs, CPUs and Agentic AI. At the same time, renewed geopolitical tension has pushed Brent Crude above 94 dollars a barrel, adding fresh inflation pressure for households and globally mobile families. We also look at the widening split between the European Central Bank, the Bank of England and the US Federal Reserve, and what this could mean for Sterling, the Euro and expatriates drawing income in one currency while spending in another. Finally, we cover important cross-border planning developments, including changes to UK State Pension top-ups from abroad, the residence-based UK Inheritance Tax framework, Italy’s higher flat-tax regime, Spain’s regional inheritance tax changes, France’s wealth tax enforcement, and Portugal’s post-NHR landscape. For globally mobile families, the message is clear: passive management is becoming increasingly risky. Currency exposure, asset concentration and local tax residency now need active, joined-up review.

    10 min
  2. Weekly Market Update 27/05/2026

    May 27

    Weekly Market Update 27/05/2026

    In this Weekly Market Update, we follow up on the key themes from last week: strong earnings momentum, narrow market leadership, retail investor's fear of missing out, and geopolitical risk in the Middle East. Recent UK data points to a softer economic backdrop, with cooling consumer activity, a weaker labour market, and ongoing questions about how much room the Bank of England has to cut interest rates. For British expats living in Europe, this matters because the interest-rate outlook feeds directly into sterling, and therefore into the real value of UK pensions, rental income, investment withdrawals, and other sterling-linked income. The update also covers the latest global PMI signals, which suggest growth is losing momentum while input costs remain under pressure. Oil markets remain highly sensitive to Middle East developments, with potential consequences for inflation, travel costs, fuel prices, and everyday living costs. Equity markets continue to be supported by US technology and AI-related earnings, but market leadership remains narrow. For internationally mobile investors, this raises important questions about portfolio concentration, currency exposure, local tax residency, cash holdings, pension withdrawal strategy, and estate planning. The key message this week: for expats, market movements are not just about whether indices are up or down. They can directly affect income, spending power, tax planning, property decisions, and long-term financial security abroad.

    9 min
  3. Weekly Market Update 20/05/2026

    May 20

    Weekly Market Update 20/05/2026

    In this weekly market update, we look at the forces currently pulling investors in different directions. Strong earnings upgrades have helped push some equity markets back towards all-time highs, with the US and technology sectors leading the way. However, market breadth remains narrow, and retail investor momentum may leave equities more vulnerable to a short-term shake-out. The update also explores why the global economy has remained resilient despite the supply-side shock from the Middle East, including delayed effects from oil prices, lower oil intensity, well-anchored inflation expectations, and the continued impact of the AI investment boom. Geopolitical tensions remain a major focus, with US-Iran headlines becoming more hawkish and renewed concerns around Middle East energy facilities keeping oil prices volatile. Key data to watch this week includes global flash PMI readings, UK inflation, consumer confidence, retail sales, and public finances.

    5 min
  4. Weekly Market Update 13/05/2026

    May 13

    Weekly Market Update 13/05/2026

    In this Weekly Market Update, we examine the latest geopolitical developments in the Middle East and their impact on global markets. Investors continue to monitor negotiations involving Iran, uncertainty around the Strait of Hormuz, and the broader implications for energy markets and global trade. Despite ongoing tensions and weaker expectations for a near-term reopening of Hormuz, global equity markets remain remarkably resilient. We explore the key factors supporting markets, including the strength of the US economy, the continued expansion of AI-driven investment, and another exceptionally strong US earnings season. We also discuss the latest US payroll data, the Federal Reserve outlook, growing concentration within equity markets, UK political developments following the local elections, and the upcoming inflation data that could shape future central bank decisions. Finally, we look ahead to Jerome Powell’s departure as Federal Reserve Chair and the wider implications for investors navigating an increasingly uncertain global environment.

    8 min
  5. Weekly Market Update 06/05/2026

    May 6

    Weekly Market Update 06/05/2026

    In this week’s market update, we explore how escalating geopolitical tensions in the Middle East are shaping global financial markets. Oil prices surged amid disruption risks around the Strait of Hormuz, contributing to higher volatility across equities and bond markets. European and US indices pulled back following recent gains, despite a strong earnings season in the United States, where the majority of companies have exceeded expectations. Sector performance remained mixed, with energy and technology showing resilience, while more rate-sensitive areas lagged. We also cover key central bank developments, with the Federal Reserve, the European Central Bank, and the Bank of England all holding interest rates steady, signalling a cautious approach as inflation risks persist. Finally, we examine rising transatlantic tensions, including new tariff proposals and military repositioning, and what these developments could mean for markets in the weeks ahead.

    6 min
  6. Weekly Market Update 29/04/2026

    Apr 29

    Weekly Market Update 29/04/2026

    The global economy is somewhere between the flash and the bang. Nine weeks into the closure of the Strait of Hormuz, the cushioning effects of strategic reserves and at-sea cargo are beginning to wear thin, while commodity analysts at the FT's Global Summit warn that oil at one hundred and fifty dollars per barrel cannot be ruled out. In this weekly market update we cover the practical implications for internationally mobile, cross-border investors: what the "non-linear risk" of a prolonged closure means for energy supply, why gasoline demand in the US is already down five percent year on year, and how the first wave of flight cancellations signals that the conflict is starting to reach beyond financial markets into everyday life. On a more constructive note, we look at Iran's new diplomatic proposal and what continuing negotiations might mean for oil prices. Brent crude is trading at one hundred and eight dollars, with traders pricing in risk but not panic, and the first quarter results season in the United States is running well ahead of expectations. We also address comments from the Bank of England's Deputy Governor on equity market valuations, and look ahead to a pivotal week: four central bank meetings, the Kevin Warsh Federal Reserve nomination process, and results from four of the Magnificent Seven on Wednesday alone.

    8 min
  7. Weekly Market Update 22/04/2026

    Apr 22

    Weekly Market Update 22/04/2026

    In this Weekly Market Update, we navigate the volatile intersection of geopolitics and global finance as the US-Iran conflict enters its eighth week. Key themes covered in this episode: The Hormuz Standoff: Why the "complete reopening" of the Strait lasted less than 48 hours and the reality of the US naval blockade. FOMOP vs. Reality: Analysing the "Fear of Missing Out on Peace" and how diplomatic "process thickening" has shifted into a high-stakes execution phase. Economic Lag: Why the physical impact of the Gulf disruption is only just hitting destination ports now. Market Resilience: A look at the S&P 500 and NASDAQ’s recent all-time highs (surpassing the 7,000 mark) and the strong start to the Q1 earnings season. Commodity Watch: Crude oil’s consolidation around $95 and the cooling of gold prices to $4,800. With the Islamabad talks hanging in the balance and internal fractures appearing in Tehran, we examine why the "status quo" is no longer an option for investors.

    4 min
  8. Weekly Market Update 15/04/2026

    Apr 15

    Weekly Market Update 15/04/2026

    This week on Expat Money Matters, we unpack the financial fallout from the latest Middle East escalation and what it means for your money. With the Strait of Hormuz severely disrupted, energy markets have reacted sharply, Brent crude has surpassed $120 per barrel, and inflationary pressure is rippling across the global economy. We cover what this means for central bank policy in the US and UK, why interest rates may stay higher for longer, and how frozen tax thresholds and changes to capital and inheritance planning are affecting those with UK-linked wealth. We also look at the shifting landscape for expatriates, including tightening European residency routes, rising UK immigration fees, and the growing appeal of alternative hubs like the UAE and Thailand. If you are globally mobile, now is the time to make sure your financial strategy is proactive, structured, and regularly reviewed.

    5 min
See All (23)

About

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).

Information

  • Creator
    Chase Buchanan
  • Years Active
    2K
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    © 2026 Chase Buchanan
  • Show Website
    Expat Money Matters