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  • Ex-pat tax

    When it comes to taxes, expatriates have some of the most complex hoops to jump through.

    Don’t fall flat on your face – let our ex-pat tax experts sort everything out for you instead.

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    Ex-pat tax: Your obligations

    Expatriate taxes refer to the tax obligations and considerations that occur when a person moves from one country to another for work or other purposes (retirees, for example). When a person becomes an expatriate, they may become subject to tax obligations in both their home country and their country of residence, which may involve multiple tax jurisdictions and become extremely complex.

    That’s why we recommend speaking to someone who’s an expert in ex-pat tax advice. After all, you don’t want to be starting your new life abroad with tax litigation proceedings! If you need help with your ex-pat tax situation, we’ll put you in touch with a Tax Native who knows the ins and outs of taxes for ex-pats in your corner of the world.

    Find a tax native

    International expertise

    Why your ex-pat status is important

    Registering ex-pat status is important because it determines your domicile status, and the tax obligations in your home country and your country of residence. Failure to register ex-pat status might result in unintentional tax evasion or double taxation, which could lead to penalties and legal consequences.

    By registering your ex-pat status, you can ensure that you’re meeting your tax obligations in both countries, taking advantage of any applicable tax treaties, and avoiding any potential issues with tax authorities. It can also provide access to certain tax benefits and exemptions.

    If that sounds like a lot of work (spoiler alert: it is) then we know some folks that can help. Our network of international tax experts can help you with any and all aspects of your ex-pat tax status, leaving you to get on with more important stuff (like enjoying the country you’re moving to). Hit the button below and let’s get the ball rolling.

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    Local tax advisors to solve your
    international tax issues.

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    How does ex-pat status affect how capital gains tax is paid?

    Capital gains tax is a duty on the profit made from the sale of an asset, such as property, shares, or other investments. The treatment of capital gains tax for expatriates depends on a number of factors, including the country of residence, the country of origin, and the length of time spent in each country.

    For example, in some countries, an ex-pat may be subject to capital gains tax in both their country of origin and their country of residence. However, many countries have tax treaties in place to avoid double taxation, allowing ex-pats to offset the tax paid in one country against their tax liability in the other.

    It’s worth bearing in mind that in some cases, an ex-pat may still be considered a tax resident of their country of origin even if they are living and working abroad, and may be subject to capital gains tax on any assets sold while abroad. On the other hand, if an ex-pat has been living and working abroad for a certain period of time, they may become a tax resident of their country of residence and be subject to capital gains tax in that country instead.

    It can all be very confusing, so if this situation sounds familiar then get in touch with us and we’ll put you in touch with an ex-pat tax expert in your corner of the globe who can take care of it all for you with their expert knowledge of your two chosen territories.

    Five tips you need to know about personal allowance and disregarded income

    1. Keep track of changes in personal allowance: The personal allowance amount can vary each year, so it’s important to keep track of any changes in the amount for the tax year to ensure that you are not overpaying.
    2. Be aware of income limits for personal allowance: If your income exceeds a certain threshold, your personal allowance may be reduced or even eliminated.
    3. Understand the types of disregarded income: There are different types of disregarded income, including certain state benefits, income from tax-exempt savings accounts, and certain types of pensions. You need to understand which types of income are disregarded so that you can accurately calculate your taxable income.
    4. Claim any entitlements to personal allowance: If you’re entitled to a personal allowance, make sure that you claim it on your tax return as failing to claim your entitlement can result in overpaying taxes.
    5. Use tax-efficient savings accounts: If you have income from savings, consider using tax-efficient savings accounts, such as Individual Savings Accounts (ISAs) or Premium Bonds, to reduce your taxable income.

    Understanding your personal allowance and disregarded income can help you to manage your tax liability and avoid paying too much tax. If, however, you’d prefer an expert to take care of it all for you (and why wouldn’t you?) we can put you in touch with an expert who can provide professional advice and answer any questions or concerns about your ex-pat tax situation.

    Ex-pats and tax residence

    Tax residence can be determined by the number of days an individual spends in a country, as well as other factors such as the individual’s ties to that country, such as property ownership or family members living there.

    If an ex-pat meets the criteria for tax residency in their host country, they may be required to pay taxes on their worldwide income in that country and their home country. However, many countries have tax treaties in place to avoid double taxation and provide relief for ex-pats.

    Get in touch with us if your domicile status is about to change and we’ll help you to appoint a professional tax expert who specialises in dealing with taxes for ex-pats.

    Ask us a question

    Why Tax Natives?

    Think of us as a tax dating service (stay with us on this). We swipe through our network of international tax consultants and find one that’s a perfect match for your unique tax situation.

    Whether you’re of retirement age and are looking to invest your pension, a property magnate expanding your portfolio into new countries, or a stakeholder in a business that is opening up a satellite in a new location, our international tax advisors can help you with the tricky business of abiding by local tax laws.

    We’ll strip away all the jargon and make the world of international tax feel much more intimate. A match made in international tax heaven, if you will. Find out more about your tax destinations and jurisdictions using the map below.

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    MEMBERSHIP LEVELS —

    What are the membership types available?

    Curator Native

    FREE

    The Curator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    The Curator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    However, the Curator has additional responsibilities. They are tasked with the responsibility of managing and updating one of the jurisdiction pages. There is only one Curator membership available for each jurisdiction.

    Where a Curator fulfils their commitments then they receive a 100% discount against their monthly membership fee.

    A Curator can also provide articles if they wish.

    READ MORE

    Creator Native

    FREE

    The Creator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    The Creator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    However, the Creator has additional responsibilities. They commit to their other Natives that they will produce at least one piece of quality content each quarter – whether an article, video or other valuable content.

    There are multiple Creator memberships available for each jurisdiction. Where a Curator fulfils their commitments then they receive a 100% discount against their monthly membership fee.

    READ MORE

    Adviser Native

    £65 / month

    The Adviser is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    The Adviser is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    The Adviser Native is a care-free soul and has made no other commitments to his fellow Tax Natives to generate content or curate a jurisdictional page. That’s cool.

    However, the Adviser will be eligible to pay the full monthly membership fee.

    READ MORE
    Become a curator

    TAX NATIVES: CURATOR

    Curator

    The Curator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    The Curator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    However, the Curator has additional responsibilities. They are tasked with the responsibility of managing and updating one of the jurisdiction pages.

    There is only one Curator membership available for each jurisdiction.

    Where a Curator fulfils their commitments then they receive a 100% discount against their monthly membership fee.

    READ MORE
    Become a creator

    TAX NATIVES: CREATOR

    Creator

    The Creator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    However, the Creator has additional responsibilities. They commit to their other Natives that they will produce at least one piece of quality content each quarter – whether an article, video or other valuable content.

    There are multiple Creator memberships available for each jurisdiction. Where a Curator fulfils their commitments then they receive a 100% discount against their monthly membership fee.

    Become an adviser

    TAX NATIVES: ADVISOR

    Adviser

    The Adviser is a fully-fledged member of the Tax Natives team.

    As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    The Adviser Native is a care-free soul and has made no other commitments to his fellow Tax Natives to generate content or curate a jurisdictional page.

    That's cool.

    However, the Adviser will be eligible to pay the full monthly membership fee.

    Initial admin fee £250 Free £250 Free £250 Free
    Minimum membership term 12 months 12 months 12 months
    Article contentCreator and Curators must create at least one piece of original, quality-approved content each quarter.
    No
    YesCreator and Curators must create at least one piece of original, quality-approved content each quarter.
    No
    Managing and updating your
    jurisdiction page
    Yes
    No
    No

    NATIVE

    FREE

    Read more

    TAX NATIVES: CURATOR

    Curator

    The Curator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    However, the Curator has additional responsibilities. They are tasked with the responsibility of managing and updating one of the jurisdiction pages.

    There is only one Curator membership available for each jurisdiction.

    Where a Curator fulfils their commitments then they receive a 100% discount against their monthly membership fee.

    Initial admin fee £250 Free
    Minimum membership term 12 months
    Article contentCreator and Curators must create at least one piece of original, quality-approved content each quarter.
    No
    Managing and updating your jurisdiction page Yes

    FREE

    Read more

    TAX NATIVES: CREATOR

    Creator

    The Creator is a fully-fledged member of the Tax Natives team. As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    However, the Creator has additional responsibilities. They commit to their other Natives that they will produce at least one piece of quality content each quarter – whether an article, video or other valuable content.

    There are multiple Creator memberships available for each jurisdiction. Where a Curator fulfils their commitments then they receive a 100% discount against their monthly membership fee.

    Initial admin fee £250 Free
    Minimum membership term 12 months
    Content creationCreator and Curators must create at least one piece of original, quality-approved content each quarter.
    YesCreator and Curators must create at least one piece of original, quality-approved content each quarter.
    Managing and updating your jurisdiction page No

    £65 / month

    Read more

    TAX NATIVES: ADVISOR

    Adviser

    The Adviser is a fully-fledged member of the Tax Natives team.

    As such, they are capable of making introductions to other Tax Natives and are also able to take leads from their fellow Natives.

    The Adviser Native is a care-free soul and has made no other commitments to his fellow Tax Natives to generate content or curate a jurisdictional page.

    That's cool.

    However, the Adviser will be eligible to pay the full monthly membership fee.

    Initial admin fee £250 Free
    Minimum membership term 12 months
    Content creationCreator and Curators must create at least one piece of original, quality-approved content each quarter.
    No
    Managing and updating your jurisdiction page No

    Contact us

    If you want to know more about Tax Natives membership, getting ex-pat tax advice, or if you’d like to give a virtual high-five to a Tax Native, drop us a line and we’ll get back to you.

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    OUR PEOPLE —

    Andy Wood

    Founder & Director

    Andy joined the bar in 2019 after learning his ‘trade’ in large, international accountancy firms including the Big 4.

    Over a decade ago (2011 to be precise), hoping that some of the magic dust from these entrepreneurial clients had rubbed off on him, he established his own tax advisery business.

    His clients, as well as the aforementioned entrepreneurs, also include high-net-worth individuals, sports persons and entertainers and private companies.

    He decided to establish Tax Natives due to his first hand experience of regularly having to quickly find reliable and knowledgeable tax advisers around the globe to assist his clients.

    He is a member of the Chartered Institute of Taxation and the Society of Trust & Estate Practitioners (“STEP”).

    Having grown up in Castleford, West Yorkshire, Andy has rugby league in his DNA. He is also a Yorkshire cricket fan and long-suffering Everton supporter.

    His guitar playing ambition exceeds his proficiency.

    OUR PEOPLE —

    Stuart Stobie

    Founder & Director

    Stuart has accumulated 25 years of experience in the trust and fiduciary business sector. His journey commenced in Hong Kong alongside Grant Thornton, and subsequently, he became an integral part of Sovereign, driving business growth across Asia and being appointed Managing Director, before transitioning to Gibraltar.

    After a successful tenure as the Managing Director of Sovereign’s Gibraltar head-office, Stuart’s path led him to Zurich, where he became associated with Coutts Bank. There, he served as a private banker on their Asia desk. Eventually, he returned to the United Kingdom, where he contributed his expertise to a venture capital enterprise. In 2018, he reconnected with Sovereign, this time stationed at the Wirral office which has recently relocated to Chester’s Coachworks. As Managing Director of Sovereign Corporate and Trustee Services Ltd, his responsibilities centre around business development in the North, with a particular focus on corporate and trust work.

    Stuart’s professional journey has afforded him membership in STEP. His diverse background in the financial and fiduciary domain equips him to tackle a wide array of challenges and devise solutions for his clients and collaborators.

    OUR MISSION —

    To provide expert local tax knowledge on a worldwide scale

    Tax Natives is an international tax network that connects taxpayer clients with qualified and regulated tax advisers, from one jurisdiction to another. But we’ll let Andy explain – he’s good at this stuff.

    Bring your knowledge to the world.

    Become a member

    SPOTLIGHT ARTICLE

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    How Tax Natives works.

    Tax Natives is an international tax network that connects Explorers (taxpayer clients) with Natives (qualified and regulated tax advisers) from one jurisdiction to another.

    Ask us a question

    STEP ONE

    Select the ‘Ask a question button located on the top of each page and follow through the process to compose your question

    STEP TWO

    Once your question is confirmed and your account is set up, navigate to your user dashboard to view the message exchange between you and your Tax Native.

    STEP THREE

    Each Tax Native has to accept a question from an Explorer before a conversation can begin. Once the Tax Native has accepted your question, a quote will be submitted for approval through the messaging portal.