ExpatLedger

Territorial vs worldwide taxation, explained

By ExpatLedger editorial · 2026-06-09

In short: A worldwide-tax country taxes a resident on all income wherever it arises (with treaty relief); a territorial country taxes only income sourced inside its borders and ignores foreign income; a remittance-basis country taxes foreign income only if you bring it in. The same person can pay almost nothing under one model and a top rate under another — so the basis matters as much as the rate.

Two countries with the same headline tax rate can produce wildly different bills for an expat, because the bigger lever is the basis of taxation — what income the country reaches in the first place. There are three models.

The three models at a glance

ModelWhat is taxedForeign pension?Examples
WorldwideAll income, wherever it arisesYes (with treaty relief)Germany, France, Spain, US, Canada, Australia
TerritorialOnly locally-sourced incomeNo, generallyPanama, Costa Rica, Georgia, Malaysia, Singapore, Hong Kong
RemittanceLocal income + foreign income you bring inOnly if remittedMalta, Ireland (non-doms), UK (4-year FIG)

Headline rules for 2026, from PwC Worldwide Tax Summaries. General information, not tax advice.

Worldwide taxation

This is the default in most developed economies. Once you are tax resident, the country taxes your salary, foreign pension, foreign dividends and offshore gains — wherever they arise. See the full list of worldwide-tax countries. The relief valve is the double-tax treaty: you generally get a credit for foreign tax already paid, or the foreign income is exempt but counted to set your rate (“exemption with progression”). Worldwide taxation only really hurts when foreign income was taxed lightly or not at all at source — then your new home taxes the gap.

Territorial taxation

A territorial country draws a line at its border: only income with a local source is taxed. A retiree in Panama or Costa Rica living on a US or UK pension typically pays nothing locally on that pension, because it is foreign-source. Georgia, Malaysia, Singapore and Hong Kong work similarly for individuals. The subtlety is source: if you perform work while physically in the country, that income can be local-source even if the client and bank account are abroad.

The remittance basis

A middle path: foreign income is taxed only when remitted (brought into the country). Malta applies this to non-domiciled residents; Ireland keeps a non-dom remittance basis; the UK’s new 4-year FIG regime is a time-limited version that exempts foreign income and gains entirely for qualifying new arrivals. Timing and segregating “clean” capital become the planning game.

Why this matters more than the rate

Compare a retiree with a EUR 50,000 foreign pension:

Same person, same money — a vast difference, driven by the basis, not the rate. Before you fixate on a headline percentage, find out whether your foreign income is even in scope. Use the country profiles and the day counter to map your situation, then confirm with a professional.

Frequently asked questions

What is the difference between territorial and worldwide taxation?

Worldwide taxation taxes a resident on income from everywhere, with a credit or exemption for foreign tax already paid. Territorial taxation taxes only income with a local source and leaves foreign income untaxed. So a foreign pension is fully in scope under worldwide taxation but typically untaxed under territorial taxation.

What is the remittance basis?

A half-way model: foreign income is taxed only to the extent you remit (bring) it into the country. Keep it offshore and it is untaxed; transfer it in and it becomes taxable. Malta uses this for non-doms, and the UK's new 4-year FIG regime is a time-limited version.

Does worldwide taxation mean I pay tax twice?

Usually no. Double-tax treaties assign the taxing right between countries, and you get a foreign tax credit or an exemption with progression for tax already paid abroad. The real cost arises on income from a no-tax source, which a worldwide-tax country can still tax in full.

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Last updated: 2026-06-09