Taxbytes for Expats

• Residency, Relationships & the Realities of Expat Tax with Peter Ferrigno (Part 2)

  This episode is Part 2 of Stephanie's conversation with Peter Ferrigno. For the full conversation, make sure you listen to Part 1 before you begin this episode.In Part 2 of this conversation, I’m joined again by Peter Ferrigno, a UK expat tax veteran (CTA, FCA, CIPD) whose career spans Big Four leadership, immigration and relocation, and hands-on advisory across Europe. Peter has lived the expat life himself—Poland, the Czech Republic, and now Spain—so he understands the human side of cross-border moves as much as the numbers.We get practical about how residency and citizenship planning intersects with tax. We talk candidly about “Plan B” residencies, why some clients only need clarity rather than action, and where the Ireland–UK rules can be optimised (or tripped over!) if you don’t plan ahead.We also cover Americans relocating to the UK after the abolition of the remittance basis and how the new foreign income & gains regime can be used in the first four years. Peter shares sensible guardrails for digital nomads (including a risk-based approach to day counting), the difference between income tax and VAT sourcing on remote advice, and why long-range planning needs flexibility when life and legislation change.The key thing to note here is: if you’re serious about changing tax residence, you actually have to move - company structures alone won’t save you and Peter can be the right person to lean on if you need support.Main Topics Discussed in this Episode:Residency and Citizenship Planning at Henley & Partners: Peter explains how tax advice integrates into residency and citizenship planning, especially for clients seeking a “Plan B” residency for flexibility or future relocation options.Cross-Border Planning Between Ireland and the UK: We discuss how careful timing and awareness of residency rules can prevent unintended tax exposure when moving between Ireland and the UK, and why long-term planning needs to stay adaptable.U.S. Citizens Moving to the UK Post-Remittance Basis: Peter outlines the implications for Americans relocating to the UK following the abolition of the remittance basis, and how the UK’s new foreign income and gains regime offers short-term opportunities.Digital Nomads and Global Mobility Challenges: We unpack the realities of digital nomadism—how tax treaties and day-count rules apply when you work remotely across borders, and why a risk-based, practical approach is essential.The Human Side of Expat Tax Advice: Peter reflects on his decades in international tax, sharing why personal connection, empathy, and calm professionalism matter just as much as technical expertise when helping clients navigate major life changes.Get in touch with Peter Ferrigno:LinkedIn: https://www.linkedin.com/in/peterferrigno1Instagram: https://www.instagram.com/peter.ferrigno/Chapters:(00:00) Welcome & Introduction(00:33) How Tax Fits into Residency and Citizenship Planning(01:45) When Clients Need Clarity, Not Action(03:18) Navigating Residency Rules Between Ireland and the UK(05:16) Long-Term Tax Planning and Timing Moves(06:00) The Myth of “Tax-Free” Moves and Corporate Structures(07:00) Plan B Residencies and Citizenship for Families(09:04) U.S. Citizens Moving to the UK and the End of the Remittance Basis(12:07) Competing Tax Regimes and Attracting High-Net-Worth Individuals(12:52) The Rise of Digital Nomads and Remote Working Challenges(17:34) Practical...

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• Tax, Lifestyle, and Life Choices: Tax Advice from a Skilled Expat with Peter Ferrigno (Part 1)

  This episode is Part 1 of Stephanie's conversation with Peter Ferrigno. Make sure you're subscribed to get Part 2.In this episode, I’m joined by Peter Ferrigno, an expat tax veteran (CTA, FCA, CIPD) whose career spans Big Four leadership, immigration and relocation, and hands-on advisory across Europe. Peter has lived the expat life himself—Poland, the Czech Republic, and now Spain—so he understands the human side of cross-border moves as much as the numbers.We unpack what’s driving today’s migration out of the UK (non-dom changes, rising effective rates, inheritance tax exposure), how to compare destination countries in a structured, practical way, and why tax is only one part of the decision. The key thing to note here is that assets, income sources, and lifestyle priorities change the answer—property portfolios, flat-tax regimes (e.g., Italy/Greece), UAE vs. EU trade-offs, temporary non-residence rules on business exits, and the impact of abolished schemes like Portugal’s NHR all feature.We also talk through Peter’s simple matrix for shortlisting countries, the importance of immigration pathways post-Brexit, and the real-world factors that make or break a move—kids’ schools, spouse integration, social networks. If you’re weighing a relocation to or from Ireland or the UK, this conversation will help you frame the right questions before you act.Main Topics discussed in this Episode:Peter’s Global Career and Perspective: Peter shares his journey across major firms and countries, shaping his people-focused approach to expat tax and mobility.The UK Exodus and Non-Dom Changes: We unpack why more high-net-worth individuals are leaving the UK and how Ireland and Europe compare.Tax Planning vs. Lifestyle Reality: Relocation isn’t just about tax—family, lifestyle, and emotional fit often decide success abroad.Choosing the Right Destination Country: Peter explains his method for comparing countries based on assets, income, lifestyle, and tax outcomes.Immigration Pathways and Investment Residency: We discuss how residence-by-investment schemes support post-Brexit mobility and tax planning.Get in touch with Peter Ferrigno:LinkedIn: https://www.linkedin.com/in/peterferrigno1Instagram: https://www.instagram.com/peter.ferrigno/Chapters:(00:00) Welcome and Introduction(00:31) Meet Peter Ferrigno of Global Expatriate Tax Services(01:44) How Peter’s Career in Global Tax Began(04:40) Living the Expat Life – Lessons from Abroad(06:01) Why More High-Net-Worth Individuals Are Leaving the UK(09:22) The Real Impact of UK Non-Dom Changes(10:12) How to Choose Where to Move – Tax Isn’t Everything(12:52) The Emotional and Family Side of Relocating(15:10) Selling a Business and Temporary Non-Residence Rules(17:02) Comparing Tax Systems and Narrowing the Shortlist(19:05) Immigration Rules and Post-Brexit Challenges(20:33) Investment Residency and Final Takeaways*****If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at [email protected] or leave a rating and review on Apple Podcasts or

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• Irish Taxation, Starting a Business and the Story behind Expat Taxes (Business Matters with Karl Fitzpatrick)

  We have a special feature for you this week, as Stephanie Wickham was interviewed earlier this year on South East Radio on the Business Matters Radio show with Karl Fitzpatrick.Stephanie Wickham from Expat Taxes joins Karl Fitzpatrick to discuss the intricacies of taxation for expats that are returning to Ireland, the most common international territories which their clients have been based in and its web-based application for simplifying the tax remittance process.Listen to Business Matters with Karl Fitzpatrick:Website: https://www.southeastradio.ie/south-east-radios-business-matters-with-karl-fitzpatrick/Spotify: https://open.spotify.com/show/4hGsJ9KB3YVa0M0iXMWyEcApple Podcasts: https://podcasts.apple.com/ie/podcast/business-matters-with-karl-fitzpatrick/id1540616577*****If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at [email protected] or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/services-and-pricing/.Mentioned in this episode:Special Offer from our Trusted Partner, Currencies DirectThis episode is brought to you by Currencies Direct, our trusted currency exchange partner when transferring currency to or from Ireland. Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. Click here for Currencies Direct Special Offer

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• U.S. Exit Taxes and why you should Renounce Citizenship in 2025 with Alexander Marino (Part 2)

  In this second half of my conversation with Alexander Marino, Director of U.S. Tax Law at Moody's Tax, we get into the nitty-gritty of what it really means to exit the U.S. tax system, whether you're renouncing citizenship or handing back a long-term green card.This is one of those areas where emotion, tax policy, and real-life consequences all collide. Alex explains the U.S. exit tax (and how to avoid it), what being a “covered expatriate” actually means, and why some clients are better off paying millions in exit tax now rather than tens of millions in estate tax later. We also discuss some common myths like assuming a high-tax country means you’re covered, or thinking a long-expired green card means you’re off the hook.The key thing to note here is: this isn’t about being dramatic. For many U.S. expats living in Ireland or abroad, stepping away from the U.S. tax net is a practical financial decision—but it has to be done right. Alex shares how his team helps people navigate this process and why now might be the best window in history for high-net-worth individuals to consider it.If you’re feeling stuck or unsure about your U.S. status, don’t put it in the “too hard” basket. As always, professional advice is essential but hopefully this episode gives you a strong foundation to start asking the right questions.This is Part 2 of a two-part conversation with Alexander Marino. For Part 1, make sure you subscribed to the podcast.Main Topics discussed in this Episode:Understanding the U.S. Exit Tax: We unpack how the U.S. exit tax works and why avoiding it comes down to good planning, not good luck.Covered Expatriate Rules: Alex explains what makes someone a “covered expatriate” and the costly consequences that can follow.Green Card Holders Are Not Off the Hook: Letting a green card expire doesn’t end your U.S. tax obligations—many are surprised to learn they’re still on the hook.When Tax Treaties Don’t Protect You: Tax treaties help avoid double tax, but they offer no protection when only the U.S. taxes an event.Why Now May Be the Smartest Time to Act: Current exemption levels make this an unusually favourable moment to plan an exit from the U.S. tax system.Get in touch with Alex Marino:Email: [email protected]: https://moodysprivateclient.com/team/marino-alexander/LinkedIn: https://www.linkedin.com/in/alexander-marino-45a76b26/*****If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at [email protected] or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/services-and-pricing/.Mentioned in this episode:Special Offer from our Trusted Partner, Currencies...

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• Renouncing U.S. Citizenship as an Expat the Right Way with Alexander Marino (Part 1)

  If you’re a US citizen or green card holder living abroad (particularly here in Ireland) you’ve probably wondered at some point if keeping that US status is worth the hassle.In this episode, I’m joined by Alexander Marino, Director of US Tax Law at Moodys Tax and one of the world’s leading experts on US expatriation. His team works with clients across six continents to navigate the legal and tax complexities of renouncing US citizenship or terminating long-term green card status.We dig into why more expats are choosing to renounce, what really drives the decision (it’s not just politics!) and how US tax obligations can quietly snowball into a long-term financial and emotional burden. Alex walks us through the real risks and makes the case for getting clear, strategic advice if you’re considering this path.This is Part 1 of a two-part conversation with Alexander Marino. Subscribe to make sure you get Part 2 next time.Main Topics discussed in this Episode:Why Expats Are Renouncing US Citizenship: Alex shares the key reasons people take this step, from sky-high compliance costs to the frustration of being taxed by two countries on the same income.The Emotional and Financial Decision-Making Process: This comes up a lot with clients: the emotional attachment to US citizenship can cloud what’s otherwise a straightforward financial decision.The Hidden Tax Pitfalls for US Expats Abroad: Alex outlines the tax landmines US citizens often don’t see coming when they live overseas, especially in high-tax jurisdictions like Ireland.What It Really Means to Renounce—And Do It Right: Alex explains that renouncing properly isn’t just handing over a passport. Timelines, Triggers, and Taking Action: We cover when to start the process, what triggers might make it urgent (like selling a property), and why wait times at embassies can be longer than you think.Get in touch with Alex :Email: [email protected]: https://moodysprivateclient.com/team/marino-alexander/LinkedIn: https://www.linkedin.com/in/alexander-marino-45a76b26/*****If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at [email protected] or leave a rating and review on Apple Podcasts or Spotify.Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/services-and-pricing/.Mentioned in this episode:Check out ExpatTaxes.ie to get your Tax sorted!Special Offer from our Trusted Partner, Currencies DirectThis episode is brought to you by Currencies Direct, our trusted currency exchange partner when transferring currency to or from Ireland. Use the link below and quote "Expat Taxes" when registering with...

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