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/peterferrigno1

Instagram: 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 Risk-Based Approaches for Nomadic Workers
(18:24) The Human Side of Tax Advice and Building Trust with Clients

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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 info@expattaxes.ie 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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

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