Explorez tous les épisodes du podcast Taxbytes for Expats
| Titre | Date | Durée | |
|---|---|---|---|
| Ordinary Residency in Ireland: What the Tax Rules Mean for Expats | 15 Sep 2026 | 00:13:22 | |
Ordinary residency in Ireland can have important tax consequences, particularly for people planning to leave the country after several years of Irish tax residence. In this episode, Stephanie Wickham explains how ordinary residency differs from tax residency, when it begins and ends, and why it can keep certain income and gains within the Irish tax net after departure. She also looks at Double Taxation Agreements, treaty residence, temporary non-residency rules and why advance tax planning matters before selling an asset or business. For expats, returning Irish residents, founders and investors with cross-border assets, timing can make a real difference. If you are planning to leave Ireland and expect a significant transaction after departure, it is worth reviewing your tax residency, ordinary residency, domicile and treaty position before the move or disposal takes place. About the Host Stephanie Wickham is a Chartered Tax Adviser and Chartered Accountant and the founder of Expat Taxes. She specialises in Irish and international tax matters affecting expats, returning Irish emigrants and people with ongoing cross-border tax obligations. Her own experience of living in Australia for eight years before returning to Ireland also gives her a very practical understanding of what an international move involves beyond the tax return. LinkedIn: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/ Website: https://expattaxes.ie/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Preliminary Tax in Ireland: What Expats Need to Know | 01 Sep 2026 | 00:19:08 | |
Preliminary tax in Ireland can catch expats by surprise, particularly when they file their first Irish tax return. In this solo episode, Stephanie Wickham explains who may need to pay preliminary tax, how the payment is calculated and why cash-flow planning matters. She covers the rules for chargeable persons, the different bases available for calculating preliminary tax, Revenue filing deadlines and some of the practical payment issues that arise when income or funds are coming from overseas. For expats, the wider lesson is to look at Irish tax obligations before the filing deadline is approaching. Foreign income, self-employment, overseas tax payments and the timing of a move to or from Ireland can all affect the position. A relatively small amount of planning earlier in the year can make a real difference. About the Host Stephanie Wickham is a Chartered Tax Adviser and Chartered Accountant and the founder of Expat Taxes. She specialises in Irish and international tax matters affecting expats, returning Irish emigrants and people with ongoing cross-border tax obligations. Her own experience of living in Australia for eight years before returning to Ireland also gives her a very practical understanding of what an international move involves beyond the tax return. LinkedIn: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/ Website: https://expattaxes.ie/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Tax Issues to Consider When Departing Ireland with Stephanie Wickham (Ask About Wealth podcast) | 18 Aug 2026 | 00:44:36 | |
This is a guest episode of "Ask About Wealth" where Stephanie Wickham talks about tax planning for expats with Paul Overy. To find out more, head to AskAboutWealth.ie. Tax planning for expats in Ireland can make a significant difference before an international move takes place. In this guest episode of Ask About Wealth, Stephanie Wickham explains how Irish tax residency, ordinary residence and domicile affect people leaving Ireland, returning home or moving here for the first time. She also discusses the remittance basis of taxation, Double Taxation Agreements, foreign income and investments, and why taking advice before relocating can help avoid unexpected Irish tax liabilities. About the Guest Stephanie Wickham is a Chartered Tax Adviser and Chartered Accountant and the founder of Expat Taxes. She specialises in Irish and international tax matters affecting expats, returning Irish emigrants and people with ongoing cross-border tax obligations. Her own experience of living in Australia for eight years before returning to Ireland also gives her a very practical understanding of what an international move involves beyond the tax return. LinkedIn: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/ Website: https://expattaxes.ie/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| US Tax Planning When Moving to Ireland: Essential Steps | 04 Aug 2026 | 00:21:54 | |
Moving from the United States to Ireland creates a tax position that can be more complicated than many people expect. US citizens generally remain within the US tax system after moving abroad, while becoming liable to Irish tax under Ireland’s rules on tax residency, domicile and income source. US tax planning when moving to Ireland is the focus of this episode with Stephanie Wickham and US expatriate tax specialist Josh Katz. They explain how state residency, foreign tax credits, filing deadlines and investment rules can affect Americans living in Ireland. Stephanie and Josh also discuss how US state tax residency can continue to affect Americans after they move to Ireland, estimated US tax payments, and why taking advice before the move can help estimate the Irish liability. Planning before the move is essential. Selling shares, funds or a US property before becoming Irish tax resident may produce a different result from selling after arrival, particularly where Irish Capital Gains Tax would otherwise apply. Timing can make a real difference, although pre-arrival sales are not automatically appropriate for everyone. Key Topics in this Episode:
About Josh Katz: Josh Katz is a US CPA and the founder of Universal Tax Professionals. He specialises in US tax compliance and planning for Americans living abroad and works with clients in more than 50 countries. His work covers annual US tax returns, FBAR reporting, foreign companies, trusts, investments, compliance programmes and cross-border tax planning. He regularly works with Americans living in Ireland, people moving between Ireland and the United States, and taxpayers who have only recently discovered that they should have been filing US returns. Get in touch with Josh Katz & Universal Tax Professionals: Website: https://universaltaxprofessionals.com/ LinkedIn: https://www.linkedin.com/in/joshuanathankatz/ Email: info@universaltaxprofessionals.com ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| US Tax Filing Rules for Americans Living in Ireland | 21 Jul 2026 | 00:22:57 | |
US tax filing for Americans in Ireland can involve annual IRS returns, foreign bank account reporting and careful coordination with Irish tax obligations. In this episode, Stephanie Wickham speaks with US CPA Josh Katz about what Americans living abroad must file, why filing does not necessarily mean paying tax twice, and how missed returns can often be corrected. Stephanie and Josh also explain the Streamlined Filing Compliance Procedures, which may help Americans who failed to file because they genuinely did not know about their obligations. Eligible taxpayers may be able to submit a limited number of past tax returns and FBARs, together with a statement explaining that the failure was non-wilful. Finally, they consider the practical challenge of coordinating Irish and US filing dates. US returns are generally due earlier than Irish income tax returns, although Americans abroad may have access to automatic and requested extensions. Where US tax may be payable, an estimated payment may still be needed by the April deadline to reduce interest or penalties. About Josh Katz: Josh Katz is a US CPA and the founder of Universal Tax Professionals. He specialises in US tax compliance and planning for Americans living abroad and works with clients in more than 50 countries. His work covers annual US tax returns, FBAR reporting, foreign companies, trusts, investments, compliance programmes and cross-border tax planning. He regularly works with Americans living in Ireland, people moving between Ireland and the United States, and taxpayers who have only recently discovered that they should have been filing US returns. Get in touch with Josh Katz & Universal Tax Professionals: Website: https://universaltaxprofessionals.com/ LinkedIn: https://www.linkedin.com/in/joshuanathankatz/ Email: info@universaltaxprofessionals.com ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Practical Planning for Expats Returning to Ireland | 07 Jul 2026 | 00:21:12 | |
Returning to Ireland can be far more complicated than booking flights and packing boxes. In this episode of Taxbytes For Expats, Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the emotional and practical realities of moving back. They discuss planning, documentation, accommodation, support networks, and why “home” can feel different after years abroad. It is a practical conversation for Irish expats thinking about returning, especially those unsure where to start. The conversation looks beyond the romantic version of “coming home” and into the practical details that can catch people out, from housing and school places to PPS numbers, medical records, employment and support services. Sarah explains that people often speak to Crosscare about practical matters first, but the emotional adjustment comes up naturally in conversation. Many returning emigrants find it difficult to say they are struggling, especially when family members have been hoping for their return. That can make the transition feel isolating, even when the move was wanted. This conversation is a useful starting point for any returning Irish expat, family or professional who wants to make the move with fewer surprises and a clearer sense of what needs to happen next. Main Topics
About the Guest Sarah Owen works with Crosscare Irish Diaspora Support Project, a government-funded service supporting Irish people abroad and those returning to Ireland. The project provides information, guidance and signposting for a wide range of situations. Some people are planning a return years in advance. Others are coming home because of crisis, conflict, deportation or sudden changes in personal circumstances. Crosscare helps people understand where to start, what services may be relevant and what practical steps they may need to take. Sarah brings a grounded and compassionate perspective to the conversation, with a clear understanding that returning to Ireland can be both a hopeful and stressful experience. Website: https://diasporasupport.ie/ LinkedIn: https://www.linkedin.com/in/sarahelisabethowen/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Returning to Ireland: What Irish Expats Need To Know | 16 Jun 2026 | 00:20:38 | |
Returning to Ireland can look straightforward from the outside. You know the place, you may have family here, and there is often a comforting idea that moving home should be easier than moving away. As Sarah Owen explains in this episode, that is not always how it works in practice. Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the real-life issues facing Irish citizens and their families when they are emigrating or returning to Ireland. Sarah explains why planning a return should include more than flights and shipping boxes. It highlights the importance of checking housing options, PPS numbers, school places, healthcare access, social welfare eligibility and local supports before the move, especially where the return is happening quickly. For anyone also dealing with foreign income, foreign savings, foreign assets, tax residency or cross-border tax questions, this episode is a useful reminder that the practical and financial pieces often overlap. Personalised tax advice may still be needed where the timing of the move affects Irish tax resident status, worldwide income, Irish-source income or future tax compliance. About the GuestSarah Owen is Project Leader with Crosscare Irish Diaspora Support Project, a Dublin-based nonprofit funded by the Government of Ireland. Crosscare provides information and advocacy assistance to Irish citizens moving abroad and returning to Ireland, with a particular focus on people who are marginalised or in crisis. Sarah is a dual Irish and French citizen with lived experience of migration. She has worked in Irish diaspora support and engagement for almost 15 years, across frontline support, policy, research and outreach. Her work is grounded in helping people make informed migration decisions, rather than pushing them towards or away from returning. Website: https://diasporasupport.ie/ LinkedIn: https://www.linkedin.com/in/sarahelisabethowen/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Tax Residency Myths, UK Assets & Remote Work Risks: What Expats Get Wrong with Nicola Goldsmith (Part 2) | 02 Jun 2026 | 00:22:45 | |
There are some great opportunities to take, and mistakes to avoid, when making the move from or to the UK. And the best way to make the most of the move is to chat to an expert in cross-jurisdictional tax to make it easy! In this second part of my conversation with Nicola Goldsmith, we get into the areas that tend to trip people up most. And honestly, this comes up a lot in conversations with clients. There’s often a belief that tax residency is something you can manage or “choose,” or that if you’re not physically in a country, you’ve left the tax system behind. As Nicola explains, it’s not quite that simple. We step through what really happens when you leave the UK but keep UK assets, how double tax treaties actually work in practice (and why they don’t eliminate tax altogether), and the risks that come with business structures and remote working across borders. The key thing to note here is that many of these issues aren’t obvious until you’re already in the middle of them. And by then, it can be costly to unwind. This is one of those areas where understanding the detail upfront can make a very real difference. Main Topics Discussed in this Episode
Website: www.expattaxes.co.uk LinkedIn: https://www.linkedin.com/in/nicola-goldsmith-tep-cta-b22363149/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| UK Tax Residency Explained, Planning Your Exit & Avoiding Costly Mistakes with Nicola Goldsmith (Part 1) | 19 May 2026 | 00:38:24 | |
There’s a lot to consider when you’re an expat, in or outside the UK, and trying to be tax compliant. You might not think so, but tax planning starts before you even book your flights. In this episode, I’m joined by Nicola Goldsmith, one of our trusted UK partners for Expat Taxes UK, for the first part of a really practical conversation around UK tax planning for expats. Nicola brings nearly three decades of experience in cross-border tax, and what I particularly enjoy about this discussion is how grounded it is in real-life decision-making. As Nicola agrees, tax is far more about problem-solving than it is about numbers. We walk through the fundamentals of UK tax residency, what actually determines where you’re taxed, and why timing is everything if you’re planning a move. This comes up a lot in conversations with clients, because people usually leave decisions too late and miss opportunities that are entirely legitimate. Nicola explains how differences in tax years can create short windows for planning, the importance of understanding your income streams across borders, and how new rules like the FIG regime are changing the landscape for those arriving in or returning to the UK. If you’re considering a move to or from the UK, or you’re already navigating life across jurisdictions, this episode will help you better understand the common misconceptions and where early advice can make a meaningful difference to your overall tax position. Main Topics Discussed in this Episode
Website: www.expattaxes.co.uk LinkedIn: https://www.linkedin.com/in/nicola-goldsmith-tep-cta-b22363149/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Life After the Move: What US Expats Need to Know About Living in Ireland with Tom Lennon (Part 2) | 05 May 2026 | 00:19:53 | |
In any expat’s journey, the planning required to get to Ireland comes first. Once you get here, though, it's easy to forget the next step: coming to terms with being here. In Part 2 of my conversation with Tom Lennon, we focus on what happens after you arrive in Ireland and cover some of the practical realities for US Expats that no spreadsheet can fully prepare you for. We talk through car insurance and the driving process (and why your US claims history matters more than you might expect), as well as Tom’s experience adjusting to the Irish healthcare system. We also touch on cost of living, where some of the biggest surprises tend to come. Tom also mentions what happens once you’re comfortable after the move: introducing your new world to friends and family, and finally shipping the golf clubs over! If you’re a US Expat, Tom’s story will give you everything you need to manage the planning and day-to-day adjustments that make all the difference to a successful move to Ireland. Main Topics Discussed in this Episode:
Resources Tom Recommends for Expats:
***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| A US Expat’s Move to Ireland: How to obtain Citizenship through Foreign Birth & Making a Plan with Tom Lennon (Part 1) | 21 Apr 2026 | 00:20:03 | |
Expats from the US can have a harder time than most if they want to move to Ireland. With his calm approach and a propensity to plan ahead, it's easy to think Tom Lennon had it all figured out! In this episode, I’m joined by Tom Lennon, one of our clients who recently made the move from North Carolina to Limerick with his wife, Mary Lane. What started as a family connection to Ireland turned into a very real pathway through the Foreign Birth Registration process and, ultimately, a full relocation. Tom shares how that journey unfolded, from gathering documentation to that moment where it all starts to feel very real. The key thing to note here is that this wasn’t a rushed decision. We talk through the practical steps they took to test the move before committing: short stays, different locations, and giving themselves permission to change their minds along the way. Tom also shares how they approached choosing where to live, what surprised them about Ireland today, and why Limerick ended up being the right fit for them, even though it’s not the most obvious choice for expats. This is one of those areas where the emotional and practical sides of a move really overlap. Tom gives an honest account of what settling in actually looks like. If you’re thinking about making a similar move, there’s a lot here that will help you think it through and plan ahead for what’s important. Main Topics Discussed in this Episode:
Resources Tom Recommends for Expats:
***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Irish Home-buying for Expats: Managing Stress, Decisions and the Tyranny of 'Shoulds' with Andrew Rhatigan (Part 2) | 07 Apr 2026 | 00:30:17 | |
Buying a home in Ireland is more than just picking a property and spending the money. The process adds stress to what could already be an emotionally charged time in your life. In Part 2 of my conversation with Andrew Rhatigan of Rhatigan Real Estate, we move beyond the process and the house itself, and into something we often don’t consider: the psychology of buying property as an expat. Buying a home is already one of life’s most stressful events - an international move really compounds on that stress. This comes up a lot in conversations with our clients, where they’re navigating identity, family expectations, financial pressure, and a very emotional transition home. Andrew talks openly about how he absorbs some of that stress for his clients, acting as the steady hand in what can feel like a very wobbly process. We discuss why Ireland’s property market can’t be viewed through a laptop screen in New York or Dubai, why well-meaning family advice can sometimes cloud judgement, and why having one clear point of contact can make all the difference. Main Topics Discussed in this Episode:
**Special Offer from Andrew** Taxbytes For Expats listeners will get 25% off their purchase of the Property Blueprint when you mention “ExpatTaxes” upon your purchase. Click the following link to access this deal: https://propertyplan.ie/. Get in touch with Andrew Rhatigan: LinkedIn: https://www.linkedin.com/in/andrewrhatigan/ Website: https://www.rre.ie/ Podcasts: “Shut the Front Door” / “Beyond Just Business” ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Sale Agreed Isn’t Sold: A Better Way of Buying Property in Ireland with Andrew Rhatigan (Part 1) | 17 Mar 2026 | 00:27:12 | |
Buying property in Ireland as an Expat is never as simple as it seems, but having someone with you that is invested in understanding what you need from a home is a brilliant first step. Especially if they help you find what you want when you didn’t even know yourself. This is Part 1 of my conversation with Andrew Rhatigan of Rhatigan Real Estate and I have to say, I really enjoyed this one! Many of you are either planning a move to Ireland or trying to buy from abroad, and what Andrew brings is something quite different. His background in psychology means he approaches property through a people-first lens - not a sales lens. He’s not just a buyers agent who spends your money, but takes the time to understand you. Andrew walks us through what buying in Ireland is really like: why Sale Agreed isn’t legally binding, why timelines can stretch far longer than expected, and why simply having funds doesn’t automatically put you at the top of the list. For Andrew, buying property is rarely just about bricks and mortar. It’s about life decisions, relationships, expectations, and sometimes blind spots we don’t even realise we have. Andrew’s real skill is helping clients step back, gain clarity, and avoid making an expensive decision for the wrong reasons. Main Topics Discussed in this Episode:
**Special Offer from Andrew** Taxbytes For Expats listeners will get 25% off their purchase of the Property Blueprint when you mention “ExpatTaxes” upon your purchase. Click the following link to access this deal: https://propertyplan.ie/. Get in touch with Andrew Rhatigan: LinkedIn: https://www.linkedin.com/in/andrewrhatigan/ Website: https://www.rre.ie/ Podcasts: “Shut the Front Door” / “Beyond Just Business” ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| ‘Plan B’ Passports, Crypto Mobility and Where Investment Migration Is Headed with Sandeep Nair of Vancis Capital (Part 2) | 03 Mar 2026 | 00:17:54 | |
As an expat, when you’re picking the right country for your “Plan B” or for your family, it's important to get the details right - especially when you are investing in a country as a way to secure your citizenship. In Part 2 of my conversation with Sandeep Nair, COO of Vancis Capital, we get into the finer details of residency and citizenship by investment. And, importantly, why it’s become such a hot topic for internationally mobile clients, including crypto holders looking for certainty in an increasingly regulated world. We talk through where these programmes are actually heading, which countries are actively launching new options, and why some jurisdictions are becoming more complex rather than simpler. Sandeep also explains how these programmes can work economically for countries, what investors might realistically expect in terms of timelines and returns, and why trying to DIY this area (with or without ChatGPT) can create more problems than it solves. As ever, the key thing to note in our chat is that aligning the programme with your lifestyle, family, tax and long-term plans matters far more than chasing a headline benefit. Main Topics Discussed in this Episode
Get in touch with Sandeep Nair: Website: https://www.VancisCapital.com Instagram: https://www.instagram.com/vanciscapital/ LinkedIn: https://www.linkedin.com/in/sandeep-nair-0461974b/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Global Mobility, Second Passports and What Citizenship by Investment Actually Means with Sandeep Nair of Vancis Capital (Part 1) | 17 Feb 2026 | 00:21:51 | |
Residency by Investment sounds like a simple way to set aside a backup when you’re managing your money, but the complexity and rapidly changing landscape of tax and government priorities means you should probably talk to an expert. In this episode of Taxbytes for Expats, I’m joined by Sandeep Nair, COO of Vancis Capital, to talk about residency and citizenship by investment. He sets out, in very practical terms, what these programmes actually involve because this is one of those areas where you don’t want to get the details wrong, and having an adviser like Sandeep is the best way to get accurate and up to date information. We talk through why people explore residency or citizenship options in the first place, global mobility, retirement planning, tax considerations, and what’s increasingly referred to as a “Plan B”. Sandeep explains how clients define their goals, what the advisory process looks like, and the types of jurisdictions that tend to come up most often in these discussions. From my side, I bring it back to the tax piece: why these decisions can’t be made in isolation, how Irish tax rules continue to apply in ways people don’t always expect, and why early, joined-up planning is critical. Main Topics Discussed in this Episode:
Get in touch with Sandeep Nair: Website: https://www.VancisCapital.com Instagram: https://www.instagram.com/vanciscapital/ LinkedIn: https://www.linkedin.com/in/sandeep-nair-0461974b/ ***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Financial De-Risking, Free Advice Isn’t Free and What Expats Should Watch Out For with Paddy Delaney (Part 2) | 03 Feb 2026 | 00:24:40 | |
You may think that seeking investments as an Expat in Ireland is as simple as finding the right advice. In practice, though, the conventional wisdom doesn’t always mean the best results for you. In Part 2 of my conversation with Paddy Delaney of Informed Decisions, we get into some of the assumptions many people hold about investing as they move closer to retirement, particularly the idea that “de-risking” automatically means safety. Paddy explains why that conventional wisdom doesn’t always stack up in practice, and why understanding volatility, time horizons, and having a proper plan matters far more than simply defaulting into a middle-of-the-road fund. We also spend time on something that comes up constantly in my work with expats: fees, transparency, and how to tell whether you’re getting advice or being sold a product. We talk about commission, “free” financial plans, what questions you should be asking before you sign anything, and how easily costs can stay hidden in the background for years if you don’t know where to look. This is particularly relevant if you’ve brought pensions or investments with you from another country and are trying to make sense of how everything fits together in Ireland. If you haven’t yet, make sure you listen to Part 1 of my conversation with Paddy for all of his advice about financial planning, and to prepare you for this episode. Main Topics Discussed in this Episode:
Get in touch with Paddy Delaney
***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Financial Advice for Expats in Ireland: Who to Trust and When You Actually Need It with Paddy Delaney (Part 1) | 20 Jan 2026 | 00:21:01 | |
Investing in Ireland has always been tricky, particularly for anyone who recently relocated here, and with so many options out there it's hard to realise the benefits of your savings beyond your pension without sound advice. In this episode of Taxbytes for Expats, I’m joined by Paddy Delaney, founder of Informed Decisions, for the first part of a really practical conversation about financial advice in Ireland. Paddy has spent over 20 years in the financial services world, and he brings a refreshingly honest perspective on how advice is given, where incentives can sit, and why it’s so important to understand who you’re dealing with before you take any financial recommendations on board. We step through the often-confusing differences between financial advisors, brokers, and financial planners, including how banks fit into the picture and what “independent” advice actually means in practice. This is one of those areas where people assume all advice is the same — and it really isn’t. Paddy shares real-world examples of why intent, structure, and remuneration matter, and how those factors can directly impact your long-term financial outcomes. We also talk about when you do need financial advice, and when you really don’t. Paddy is an expert on helping you make transparent and informed financial decisions. Main Topics Discussed in this Episode:
Get in touch with Paddy Delaney
***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Banking, Taxes, Moving Back Post-Brexit and Rebuilding Life in Ireland with Michele Coleman (Part 2) | 06 Jan 2026 | 00:25:54 | |
This episode is Part 2 of Stephanie's conversation with Michele Coleman. For the full conversation, make sure you listen to Part 1 and subscribe to the podcast. In this episode of Taxbytes for Expats, I’m joined again by Michele Coleman, a valued Expat Taxes client, as she shares the reality of returning to Ireland after decades living in the UK. Michele speaks candidly about what surprised her most, from banking and buying property, to moving her belongings, importing a car, and navigating everyday life back home. We talk through the practical lessons Michele learned the hard way: why having the right advisers early matters, how UK–Ireland differences can catch people out post-Brexit, and why planning currency transfers, removals, insurance, and car registration properly can save serious stress and cost. Michele also reflects on the emotional side of returning: resetting routines, rebuilding community, and adjusting expectations when “home” has changed. This conversation hit close to home for me, as my experience moving back from Australia was similar regarding the connection with friends and family when you return to Ireland not for a holiday, but for the long-term. Main Topics Discussed in this Episode:
***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. ***** Chapters:
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| Moving Home, Comparing the UK & Ireland, and the Warmth of Irish Culture with Michele Coleman (Part 1) | 16 Dec 2025 | 00:23:03 | |
This episode is Part 1 of Stephanie's conversation with Michele Coleman. Make sure you subscribe for Part 2 coming in the next episode. In this episode I’m joined by one of our lovely clients, Michele Coleman, an Irish woman who left for the UK over 30 years ago to build a brilliant career in teaching and special education, and who has now started the journey home. Michele shares why she always felt that pull back to Ireland, even while enjoying opportunities in the UK that simply wouldn’t have been available to her here at the time. We talk about the reality of coming back after decades away – the emotional side as much as the practical. Michele explains what’s different about day-to-day life in Ireland compared to the southeast of England, from pace of life and community to the small interactions that make you feel like you belong. There’s even a mention of how the Irish drive differently! Michele’s story will give you a very honest feel for what “home” can look like after so many years, and why the pull back to Ireland is so strong despite decades away. Main Topics:
***** 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 a special offer from our sponsor, Currencies Direct* ***** 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/. Chapters:
***** 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/services-and-pricing/. | |||
| How Expats Can Navigate the Irish Property Market, Find Homes & Settle In with Grainne Convery (Part 2) | 02 Dec 2025 | 00:16:47 | |
This episode is Part 2 of Stephanie's conversation with Gráinne Convery. For the full conversation, make sure you listen to Part 1 and subscribe to the podcast. In this second part of my chat with Gráinne Convery from the Cronin Group, we get into the real-life bits of relocating to Ireland: the things that don’t always show up on the official checklists but make a huge difference to your day-to-day experience. From unexpected cultural quirks to the very real challenges of the current rental market, Gráinne explains what regularly catches newcomers off guard and how her team step in to keep stress levels down. We talk about PPS numbers and opening bank accounts, moving pets, transferring driver’s licences, and even finding the right sports club for the kids. The key thing to note here is that timing matters: engaging services like Gráinne offers early gives you better outcomes, clearer expectations, and a much smoother transition. Gráinne also shares helpful insight on supporting spouses and partners who often feel the impact of a move most acutely. There's a significant emotional component to moving country that is sometimes missed entirely in the administration of it all. If you’re planning a move to Ireland, this episode will give you a grounded, realistic view of what to expect and the practical steps that make settling in so much easier. Main Topics discussed in this Episode:
***** 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/. Chapters:
Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Pets, Schools & the Affordability Rule: Finding your Home in Ireland with Grainne Convery (Part 1) | 18 Nov 2025 | 00:21:03 | |
This episode is Part 1 of Stephanie's conversation with Gráinne Convery. Make sure you subscribe for Part 2 coming in the next episode. Moving to Ireland is exciting, but the practicalities can make or break those first few months and expend all the energy you have. In this episode, I’m joined by Gráinne Convery of Cronin Group to unpack the real-world relocation hurdles we see every week: the rental market crunch, how to be taken seriously by agents, pet and family considerations, and getting school places sorted without losing your sanity. We walk through the things you need to secure a home before you land, like virtual home searches, the 40% affordability rule many applicants trip over, and the unspoken realities landlords apply around pets, kids, and bedroom allocations. On schools, Gráinne explains how we compare curricula, manage waitlists, and steer families toward realistic options—so children settle faster and parents sleep better. The key thing to note here is planning early. If you understand what agents expect, how affordability is assessed, which developments accept pets, and which schools are actually possible, you’ll avoid a lot of unnecessary stress. Main Topics Discussed in this Episode:
Get in touch with Grainne: LinkedIn: https://www.linkedin.com/in/grainne-convery-globalmobility/ Email: grainne.convery@croningroup.ie (and mention the podcast when you do!) Website: https://ireland-relocations.com/ ***** 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/. Chapters:
Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Getting a Mortgage from Abroad or in Ireland as an Expat with Rob Priestman | 04 Nov 2025 | 00:31:30 | |
Buying a home in Ireland can be one of the most exciting and daunting parts of an expat move. In this episode, I chat with Rob Priestman, Business Development Manager at EBS, who’s been helping people secure mortgages for over 20 years. Rob’s also an ultra-marathon runner, which might explain his stamina for navigating the twists and turns of Ireland’s mortgage market! We talk through what’s really happening in the market right now and what expats and returning Irish need to know before applying. Rob explains how Central Bank lending rules work in practice, how lenders assess affordability, and what to expect if you’re earning in a foreign currency (including why only 80% of that income is typically taken into account). We also cover practical essentials like getting “mortgage ready,” working with a solicitor or buyer’s agent, and why opening a euro bank account early on can save you trouble later. The key thing to note here is that every case is different, but Rob’s advice will help you plan ahead and approach the process with confidence. His calm, practical insight is a real reassurance in what can be a complex journey. Topics Discussed in this Episode:
Get in touch with Rob (and mention the podcast when you do!): Email: rob.priestman@mail.ebs.ie Phone: +353 879 037 867 LinkedIn: https://www.linkedin.com/in/rob-priestman-3767277/ ***** 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. Chapters:
Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Residency, Relationships & the Realities of Expat Tax with Peter Ferrigno (Part 2) | 21 Oct 2025 | 00:27:07 | |
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:
Get in touch with Peter Ferrigno: LinkedIn: https://www.linkedin.com/in/peterferrigno1 Instagram: https://www.instagram.com/peter.ferrigno/ Chapters:
***** 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Tax, Lifestyle, and Life Choices: Tax Advice from a Skilled Expat with Peter Ferrigno (Part 1) | 07 Oct 2025 | 00:22:23 | |
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:
Get in touch with Peter Ferrigno: LinkedIn: https://www.linkedin.com/in/peterferrigno1 Instagram: https://www.instagram.com/peter.ferrigno/ Chapters:
***** 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Irish Taxation, Starting a Business and the Story behind Expat Taxes (Business Matters with Karl Fitzpatrick) | 16 Sep 2025 | 00:16:18 | |
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/4hGsJ9KB3YVa0M0iXMWyEc Apple 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 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| U.S. Exit Taxes and why you should Renounce Citizenship in 2025 with Alexander Marino (Part 2) | 02 Sep 2025 | 00:16:44 | |
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:
Get in touch with Alex Marino: Email: amarino@moodystax.com Website: 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 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Renouncing U.S. Citizenship as an Expat the Right Way with Alexander Marino (Part 1) | 19 Aug 2025 | 00:22:32 | |
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:
Get in touch with Alex : Email: amarino@moodystax.com Website: 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 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. Mentioned in this episode: Check out ExpatTaxes.ie to get your Tax sorted! Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| UK Tax Changes: Non-Domicile Remittance, FIG and Remote Work with Dan Howse (Part 2) | 05 Aug 2025 | 00:22:32 | |
This is Part 2 of a two-part conversation with Dan Howse. Scroll back in the feed to hear Part 1 of Dan’s conversation. In this episode of Taxbytes for Expats I’m back with Dan Howse, global mobility expert and Tax Partner at Tax Advisory Partnership, to unpack the recent seismic changes to the UK’s non-domicile tax regime. If you’re a UK expat, a returning Brit, or someone with cross-border ties to the UK, this will help you figure out what's been happening in the UK and if you're impacted by the changes. Dan walks us through what’s changing, from the scrapping of the remittance basis of tax to the introduction of the new Foreign Income and Gains (FIG) regime. We talk about transitional rules, short vs long-term tax planning opportunities, the practical implications for remote workers, and how these shifts affect the UK’s tax appeal for expats compared to other countries (Ireland included, we still have a remittance basis FYI!). As ever, it’s about helping our clients not just stay compliant but make informed, strategic choices. There’s plenty in here for individuals and employers alike, especially if you’ve got staff moving between the UK and Ireland or further afield. Main Topics discussed in this Episode:
Get in touch with Dan Howse: Email: dan.howse@taxadvisorypartnership.com LinkedIn: https://www.linkedin.com/in/daniel-howse ***** 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Remote Working, Social Insurance and the UK Tax Landscape with Dan Howse (Part 1) | 15 Jul 2025 | 00:26:52 | |
If you’re working remotely across borders, or managing people who are, this episode is for you. I’m joined by Dan Howse, Partner at Tax Advisory Partnership in the UK, for part one of a practical conversation on cross-border working, social insurance, and how things have (or haven’t) shifted post-Brexit. This comes up a lot in conversations with clients: someone living in Ireland, working for a UK company, or the other way around and nobody’s quite sure where social insurance should be paid. Dan breaks it down clearly, covering the 25% rule, what employers need to know before saying yes to remote work requests, and the hidden costs that can catch you off guard if you don't plan for it. The key thing to note here is that tax and social insurance are not the same, but sound financial and tax advice from an expert like Dan Howse is the best way to find the best answer for you. Main Topics discussed in this Episode:
***** 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| The Expat’s Guide to Australian Superannuation plus CGT, Taxation & Planning Ahead with Amber Dawson (Part 2) | 01 Jul 2025 | 00:21:36 | |
This is the second part of a two-part conversation with Amber Dawson - make sure to listen to Part 1 for the full background on our initial chat and intro to Amber. In this second part of my chat with Amber Dawson, senior financial advisor at Ally Wealth Management in Perth, we’re talking about superannuation: what it is, how it works, and why it’s one of the most tax-efficient ways to build long-term wealth for expats living and working in Australia. We unpack the tax benefits of super contributions, what happens when you leave Australia, and why trying to cash out early could cost you dearly. Amber shares practical tips for anyone navigating financial decisions between Ireland and Australia, from capital gains on Aussie property to the challenges of moving pensions across borders. We also talk about common mistakes expats make, the emotional side of relocation, and the power of planning your financial future BEFORE life makes the decision for you. If you’re an Irish expat in Australia, a returning Irish repat, or just trying to make sense of your super and investments when living elsewhere, you’ll find what you need here. Main Topics discussed in this Episode:
Your special offer from Amber Dawson & Ally Wealth: Book a meeting with Amber to start your personalised Strategy Paper: https://calendly.com/ally-wealth-amber/introductory-meeting-online. Amber’s LinkedIn: https://www.linkedin.com/in/amber-dawson/ More info for Expats on Ally Wealth’s Website: https://allywealth.com.au/blog/ ***** 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. Mentioned in this episode: Check out ExpatTaxes.ie to get your Tax sorted! Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Tax Residency, CGT, Rental Properties & Investments for Expats in Australia with Amber Dawson (Part 1) | 17 Jun 2025 | 00:22:42 | |
Australia is popular with Irish Expats and there are plenty of Australian Citizens who want to live around the world - and often the finance planning takes a backseat on their journeys. In this episode, I’m joined by Amber Dawson, Senior Financial Adviser at Ally Wealth Management in Perth, who specialises in helping Australian expats manage their finances smartly, wherever life takes them. Amber shares her perspective as both a qualified adviser and a former expat herself, giving practical guidance on the big questions clients face when moving countries. We cover Australian tax residency pitfalls, how rental income from Australian property is taxed, and what often gets overlooked in the rush to relocate. We also explore capital gains tax traps, why foreign income can be taxed differently depending on your residency status, and how to avoid costly surprises with your investment portfolio when leaving Australia. Whether you're returning to Ireland after years abroad or heading across the world for a fresh start, this will help you find the right people to talk to in the Australian system. Main Topics discussed in this Episode:
Your special offer from Amber Dawson & Ally Wealth: Book a meeting with Amber to start your personalised Strategy Paper: https://calendly.com/ally-wealth-amber/introductory-meeting-online. Amber’s LinkedIn: https://www.linkedin.com/in/amber-dawson/ More info for Expats on Ally Wealth’s Website: https://allywealth.com.au/blog/ ***** 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Importing a Car to Ireland - VRT, Transfer of Residency and Tax Exemptions with Bryan Wickham | 03 Jun 2025 | 00:30:55 | |
Thinking of bringing your car back to Ireland when you move? There’s quite a few things you need to know before you start planning! In this episode, I’m joined by someone who knows the process inside-out: my husband, Bryan Wickham. As well as being a chartered accountant, Bryan’s a long-time car enthusiast who’s imported vehicles from overseas and handled all the twists and turns of VRT, customs, and navigating Revenue. We talk through the key tax and practical considerations for expats moving cars into Ireland. When exemptions apply, what paperwork is needed, the potential issues to watch out for, and the hidden costs people often miss. Planning to move a car from across the world can be a guessing game: securing insurance before registration, understanding CO2 bands for motor tax, the 12-month rule that could trigger a clawback… Bryan shares his experiences so you can better prepare to bring your car to Ireland. You should note that this isn’t a service we offer at Expat Taxes, but it’s a topic that comes up all the time with clients so we wanted to share what we’ve learned from making the move ourselves! Main Topics discussed in this Episode:
***** 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. Mentioned in this episode: Special Offer from our Trusted Partner, Currencies Direct This 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. | |||
| Limited Companies in Ireland: Tax Planning, Pitfalls & Practical Advice with Paul Coffey (Part 2) | 20 May 2025 | 00:23:27 | |
Creating a Limited Incorporated Company in Ireland couldn’t be easier - but is it the best option for you? In Part 2 of my chat with Paul Coffey of Coffey Accounts, we talk about the realities of starting a limited company in Ireland. There’s a lot to consider, from tax planning and pensions to avoiding the common misconceptions of what you can and definitely shouldn’t put through the company. We cover why the structure of a company can bring real consistency (and sanity) to managing tax, the actual tax rates Irish business owners face (it’s not always the 12.5% headline rate) and why proper planning at year-end can make all the difference. We also talk about why buying assets through a company usually isn’t the win people think it is, and how Paul supports clients based on their stage, size and setup. If you’re already incorporated or thinking about it and want to avoid the admin chaos, this episode shows you how an expert advisor like Paul Coffey can really help you. Main Topics discussed in this Episode:
Get in touch with Paul Coffey and mention the Podcast when you do! Email: paul@coffeyaccounts.ie Phone: +353 086 074 0880 LinkedIn: https://www.linkedin.com/in/paul-coffey-05081535/ ***** 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. Mentioned in this episode: | |||
| Sole Trader or Limited Company? Setting Up Business in Ireland as an Expat with Paul Coffey (Part 1) | 06 May 2025 | 00:26:27 | |
Are you moving to Ireland with an existing business, freelancing for the first time, or wondering if it’s time to incorporate a limited company? In this episode, I’m joined by Paul Coffey of Coffey Accounts—one of our go-to referral partners for freelancers and small business owners starting out (or levelling up) in Ireland. Paul and I unpack the practical side of becoming a sole trader in Ireland, what’s involved in setting up a limited company, and why choosing the right structure from the start can save you a world of hassle later. We also chat through common pitfalls, commercial realities (not just the tax stuff), and why sole tradership might make perfect sense—until it doesn’t. If you’re an expat or returning Irish passport holder thinking about working for yourself in Ireland, this episode will give you the clarity you need to take the next step. Part 2 coming soon, where we’ll get into director salaries, pensions, and planning for long-term growth. Main Topics discussed in this Episode:
Get in touch with Paul Coffey and mention the Podcast when you do! Email: paul@coffeyaccounts.ie Phone: +353 086 074 0880 LinkedIn: https://www.linkedin.com/in/paul-coffey-05081535/ ***** 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. Mentioned in this episode: | |||
| EXCLUSIVE: US-Ireland Tax Webinar with Expat Taxes on May 7th | 23 Apr 2025 | 00:02:22 | |
If you're an Irish/US dual citizen, have US Tax Obligations or planning a move to Ireland from the US, this is for you. On Wednesday 7th May at 5pm GMT/12pm EST/9am PT, Stephanie Wickham will be running a live webinar alongside Jessica Beall of Beall Tax Consulting covering the Foundations of US and Irish tax domicile, residency, compliance, investing and anything else you need to know to get your tax covered. For only €95 you get access to Stephanie Wickham and Jessica Beall's combined expertise in a session that is sure to make your journey to or from Ireland or America much simpler. And there's a Live Q&A if you have any specific questions not covered in the session. Spaces are limited, so secure your spot on the webinar: https://tinyurl.com/ExpatUS. Episodes to prepare for the webinar:
***** 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. | |||
| U.S. Expat on Irish Driving, Landing Jobs and Making Friends with Jeremy Strozer (Part 2) | 15 Apr 2025 | 00:20:50 | |
Finding a Job and Driving are two of the biggest parts of expat life in Ireland to get right, and Jeremy Strozer has come out the other side of both with advice to share. In this second half of my conversation with Jeremy Strozer—an expat, relocation guide, and founder of Expatsi.com—we get into the raw and relatable parts of settling in Ireland. If you’ve ever tried translating a US-style CV into the Irish job market or navigated a roundabout on the wrong side of the road while jet-lagged with hangry kids in the back, this one’s for you. Jeremy opens up about the cultural curveballs that caught him off guard, the realities of finding a job as a newcomer, and why forming social circles in Ireland might take longer than expected—but is well worth the effort. We also unpack the joys and jolts of learning to drive on Irish roads, including how he accidentally gave a Dublin local a very expensive "hello." Main Topics discussed in this Episode:
Contact Jeremy: As an exclusive deal for Taxbytes For Expats listeners, you can book a Consultation Call with Jeremy for 20% off. Click the following link to book your consultation today: https://calendly.com/strozerj/ireland-consultation-clone. ***** 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. Mentioned in this episode: | |||
| Visas, Buying a House and Health Insurance as a U.S. Expat in Ireland with Jeremy Strozer (Part 1) | 01 Apr 2025 | 00:23:36 | |
Thinking of moving to Ireland from the U.S.? You’re not alone, and this episode will help make the whole process a little less daunting. This week I’m joined by Jeremy Strozer - consultant at Expatsi.com and an American expat who moved to Ireland with his family in 2020. Jeremy had to learn a lot of what he knows now the hard way, but now helps other U.S. expats to get perspective on their move and take a practical approach to what can be a very emotional and turbulent time. In Part One of our conversation, we talk through how to approach your Visa, how to get a sense of where in Ireland might suit your lifestyle, what surprised Jeremy about buying a house here, and why the Irish Health Insurance system requires a bit of patience and tact to navigate. Jeremy shares all the practical guidance he can offer as someone who’s made the move with his family, and he’ll be back to talk about even more in Part 2. Main Topics discussed in this Episode:
Contact Jeremy: As an exclusive deal for Taxbytes For Expats listeners, you can book a Consultation Call with Jeremy for 20% off. Click the following link to book your consultation today: https://calendly.com/strozerj/ireland-consultation-clone. ***** 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. Mentioned in this episode: | |||
| Crucial Investment, Tax Relief & Restructure Advice for Irish Startups with Maura Ginty (Part 2) | 18 Mar 2025 | 00:29:21 | |
This is Part 2 of Stephanie's conversation with Maura Ginty - make sure to listen to Part 1 if you missed it! There are tons of tax benefits for startup founders in Ireland when they approach building their business in the right way, especially if you’re investing! This week we’re back for Part 2 of my conversation with Maura Ginty of Gintax, a tax specialist with years of experience advising startups, entrepreneurs, and growing businesses. In this episode, we discuss the key tax reliefs and strategies that startup founders, investors, and business owners need to know, how to structure investments through a company and the tax implications that come with it, employee share schemes, and Maura shares her insights on where the Irish tax system could improve to better support founders and startups. Main Topics Discussed in this Episode:
Contact Maura Ginty Email: maura@gintax.ie Website: https://www.gintax.ie ***** 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. Mentioned in this episode: | |||
| Expert Advice for Expat Startup Founders & Entrepreneurs with Maura Ginty (Part 1) | 04 Mar 2025 | 00:25:05 | |
This is Part 1 of Stephanie's conversation with Maura Ginty - make sure you subscribe to be notified about Part 2. Are you an Expat or Repat thinking of starting a business in Ireland? Planning and structuring correctly at the start is important to make sure you’re compliant and earning the most that you can from your company. My guest this week, Maura Ginty of Gintax, can help as a tax specialist with years of experience advising startups, entrepreneurs, and growing businesses. Maura is an expert in the tax considerations for anyone setting up in Ireland, from choosing between sole trader or limited company status, to understanding tax-efficient structures for scaling and eventual exit. In this episode, we talk about the common mistakes new founders make, when a holding company makes sense (and when it doesn’t), why getting tax advice early on is crucial for long-term success, and so much more! Main Topics discussed in this Episode:
Contact Maura Ginty Email: maura@gintax.ie Website: https://www.gintax.ie ***** 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. Mentioned in this episode: | |||
| Optimising your Italian Tax Benefits as an Expat or Retiree with Mario Tenore | 18 Feb 2025 | 00:29:07 | |
Thinking about making the move to Italy? Whether you’re drawn to the sunshine, the culture, or the tax incentives, understanding your tax position before you relocate is crucial. In this episode of Taxbytes for Expats, I’m joined by Italian tax specialist Mario Tenore, who works extensively with high-net-worth individuals, expats, and international clients navigating the complexities of Italy’s tax system. Mario breaks down the key tax residency rules in Italy, the importance of pre-relocation tax planning and the flat tax regime, which can be a game-changer for those with foreign income. He also explains the pensioner tax regime, what qualifies as pension income, and the practical steps expats should take to make their move to Italy as smooth as possible. This is a great one to listen to if you're thinking about retiring or moving to Italy! Main Topics discussed in this Episode:
Contact Mario Tenore: mario.tenore@studiopirola.com ***** 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. Mentioned in this episode: | |||
| Don’t DIY Your Will & More Expat Legal Advice with Lisa Quinn O'Flaherty (Part 2) | 04 Feb 2025 | 00:15:56 | |
This is Part 2 of Stephanie's conversation with Lisa Quinn O'Flaherty. If you haven’t yet, check out Part 1 in the Taxbytes For Expats feed. Contrary to popular belief, there is more to wills and beneficiaries than just handing the house and belongings to your children. And even from a tax perspective, it’s really important to keep your affairs in order. Lisa Quinn O’Flaherty of Fitzsimons & Redmond LLP is an expert in all things legal and in Part 2 of our conversation, we discuss the complexities of cross-border probate, why having a separate will for your Irish assets is essential, and how the probate process really works (it’s not like what you see on TV shows!). We also chat about some of the common pitfalls that can cause unnecessary stress for beneficiaries like tax issues, missing paperwork, and DIY legal documents gone wrong. If you’ve moved to or from Ireland, own property here, and just want to make sure your affairs are in order, this episode is packed with practical advice to help you navigate the legal side of estate planning with confidence. Main Topics discussed in this Episode:
A special Bonus from Lisa: If you'd like a free consultation with Lisa Quinn O'Flaherty about how she can help you with your legal requirements, contact her via law@fitzsimonsredmond.ie or head to https://fitzsimonsredmond.ie/, and mention Taxbytes when you do! ***** 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. Mentioned in this episode: | |||
| The Expat's Guide to Wills, Probate and Buying Houses in Ireland with Lisa Quinn O'Flaherty (Part 1) | 21 Jan 2025 | 00:23:14 | |
This is Part 1 of Stephanie's conversation with Lisa Quinn O'Flaherty - make sure you subscribe to be notified about Part 2! The legal side of being an expat or repat is often more complicated than originally anticipated. (alongside the tax side, of course!) In this episode, I sat down with Lisa Quinn O’Flaherty of Fitzsimons & Redmond LLP to talk about some of the most important legal considerations when buying property in Ireland, succession planning, and the complexities of wills and probate. Lisa brings her wealth of experience as a solicitor to answer questions relating to some of the most common scenarios you might face, from navigating Ireland’s unique home-buying process to the importance of ensuring your will aligns with your wishes—especially if you own assets across multiple jurisdictions. Whether you’re planning your first property purchase in Ireland or thinking about how to structure your estate for your family's future, this episode is packed with practical advice. Main Topics discussed in this Episode:
A special Bonus from Lisa: If you'd like a free consultation with Lisa Quinn O'Flaherty about how she can help you with your legal requirements, contact her via law@fitzsimonsredmond.ie or head to https://fitzsimonsredmond.ie/, and mention Taxbytes when you do! ***** 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. Mentioned in this episode: | |||
| The Road to Affordable Car Insurance in Ireland for Expats (Part 2) with John Healy | 07 Jan 2025 | 00:16:41 | |
This is Part 2 of a conversation with John Healy of Healys Insurances - if you haven't listened to Part 1 yet, we'd highly recommend it before jumping into this episode! There's more to car insurance than claiming on accidents - it's about knowing when to use, which insurance to get and what you need to bring with you as an expat to save money on your premiums. Talking more about Car Insurance in Ireland, I’m joined by John Healy of Healy’s Insurances, an expert with over 25 years of experience in insuring cars, homes and more. Healy’s Insurances is well-known in expat circles for helping people navigate the quirks of the Irish insurance market (though most notably for Mary Doyle, or “Mary of Healy’s!”). In this Part 2, we dig deeper into the practicalities of insuring your vehicle in Ireland, including tips to avoid common pitfalls and how to ensure a smooth process when transitioning from foreign to Irish policies. John shares his wealth of experience, including why your no-claims bonus is invaluable, how car registration impacts your premiums, and what you need to know about imported cars. We also bust some insurance myths, cover the pros and cons of bundling policies, and discuss what to do if you’re caught in the grey zone with your license or insurance timeline. Whether you’re planning your move or are already in Ireland scratching your head over insurance, this episode is packed with advice to help you make a plan that saves you money and gets into your car as soon as possible. Main Topics in the Episode:
Contact Healys for Insurance today: Email: info@healyinsurances.ie ***** 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. Mentioned in this episode: | |||
| The Essential Car Insurance Guide for Expats (Part 1) with John Healy | 17 Dec 2024 | 00:22:28 | |
It’s hard enough to get yourself organised to fly back to Ireland, but you need to start thinking about buying a car almost before anything else! The insurance, licensing, and timing it just right… there’s so much to think about! Over the next two episodes, I’m joined by John Healy of Healy’s Insurances, an expert with over 25 years of experience in insuring cars, homes and more. Healy’s Insurances is well-known in expat circles for helping people navigate the quirks of the Irish insurance market (though most notably for Mary Doyle, or “Mary of Healy’s!”). In this Part 1 episode, we chat about everything from the importance of your no-claims bonus, how to handle foreign licenses, and what you need to know about timelines for securing car insurance when you move to Ireland. It’s the best starting point for anyone who hasn’t bought or insured a car in Ireland, and you’ll have even more to look forward to in the next episode! Main Topics:
Contact Healys for Insurance today: Email: info@healyinsurances.ie ***** 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. Mentioned in this episode: | |||
| EXCLUSIVE: Webinar Offer on Tax Essentials for Irish Expats | 16 Dec 2024 | 00:02:07 | |
On the 16th January 2025, Stephanie Wickham will be running a live webinar on the tax essentials for expats moving to Ireland. We're used to hearing Steph talk about all aspects of expat life on the podcast, but this live session will be all about tax residency, tax domicile, taxing your investments, the Double Tax Treaty, and more! Whether you're a U.S. Citizen who wants a change, an Irish Citizen returning after time abroad, thinking about retirement to Ireland, even if you're already here in Ireland - this session is a great way to learn the essentials you need to start getting your taxes in order. This brilliant webinar costs €60 and is happening at 5pm GMT on the 16th of January 2025, so there's still plenty of time! Spots are limited, so sign up via the link below and get your taxes sorted! Sign up for the Webinar (5pm Jan 16 2025) ***** 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. | |||
| Top Tips for Managing U.S. Taxes as Irish Citizens or Expats with Sean Kearney (Part 2) | 03 Dec 2024 | 00:25:18 | |
Hi everyone! The complications of Ireland/U.S. migration isn't lost on any professional that has a stake in making the move work. Knowing how to treat both countries from a financial perspective is difficult - especially for those of us making the move! In Part 2 of my conversation with Sean Kearney of Amvoy Wealth, we dig even deeper into the complexities of financial planning for Irish expats in the U.S. and those with cross-border lives. Sean shares some sharp insights on managing investments, avoiding the pitfalls of overly complex tax schemes, and his core philosophy: living life first and aligning financial plans around it. We also get into the nitty-gritty of ensuring tax compliance and explore the underestimated value of planning for a possible return to Ireland. Sean's experience and understanding of U.S.-Irish financial management shines through, and his advice is a must-hear for anyone navigating finances in both places. This episode is a reminder that financial planning is not about cutting corners to save every last cent in tax, but rather about creating a meaningful roadmap that supports the life you want. If you're an expat or have assets on both sides of the Atlantic, Sean's practical tips can make the complexities of cross-border financial life much easier to manage. Topics mentioned in this episode:
Contact Sean: Email: sean@amvoywealth.com Website: https://www.amvoywealth.com/ LinkedIn: https://www.linkedin.com/in/sean-kearney-cfp%C2%AE-870763199/ ***** 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. Mentioned in this episode: | |||
| The Financial Reality of Migrating to/from the United States with Sean Kearney (Part 1) | 19 Nov 2024 | 00:30:24 | |
Hi everyone! The complications of Ireland/U.S. migration isn't lost on any professional that has a stake in making the move work. Knowing how to treat both countries from a financial perspective is difficult - especially for those of us making the move! In this episode, I sat down with Sean Kearney of Amvoy Wealth, a specialist in helping Irish citizens manage their US-based finances, understand tax obligations, and plan for future moves between Ireland and the US. Sean’s expertise is second to none, and his insight into the realities of balancing US and Irish financial systems is both essential and eye-opening. In Part 1 of our conversation, Sean shares the basics of navigating dual tax obligations, the common missteps that Irish expats encounter in US financial planning, and why keeping everything above board (no matter how tempting it might be to do otherwise) is crucial. If you’re an Irish citizen in the US, planning a move back home, or have financial assets in either country, don’t miss Sean’s advice on staying compliant, managing investments across borders, and the importance of early financial planning! And stay tuned for Part 2 in the next episode of Taxbytes For Expats! What you'll hear in this episode:
Contact Sean: Email: sean@amvoywealth.com Website: https://www.amvoywealth.com/ LinkedIn: https://www.linkedin.com/in/sean-kearney-cfp%C2%AE-870763199/ ***** 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. Mentioned in this episode: | |||
| Making Irish Immigration Transparent, Sustainable and Simple with Tom Ryan | 05 Nov 2024 | 00:30:18 | |
Immigration information is a huge sticking point with people moving to Ireland, and with almost 30 years of experience in Irish immigration, Tom Ryan knows the ins and outs of the Irish Immigration System better than anyone. Tom shares detailed information on how the Irish immigration process works, what criteria the Department of Justice is looking for, and crucial tips to make your application as smooth as possible. Tom also breaks down the financial requirements needed for retirees, explains "Stamp 0" and the other stamp types for migrants, and shares his advice on how to maximize the chances of your application being approved. If you're thinking about immigrating to Ireland for any reason, my interview with Tom Ryan is a great starting point to set your expectations and inform you about the immigration process. There's even a special offer of a free 30-minute consultation with Ireland Relocations! So if you're in the planning stages, send an email to grainne.convery@croningroup.ie and mention "Taxbytes For Expats" to take advantage of this offer. Main Topics discussed in this Episode:
Website: https://ireland-relocations.com/ ***** 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. Mentioned in this episode: | |||
| "Expat Taxes with Stephanie Wickham" - Informed Decisions Podcast Episode | 15 Oct 2024 | 00:50:35 | |
Hi everyone! This week we're lucky to be able to share an episode that I recorded with Paddy Delaney of InformedDecisions.ie in September with some background about the tax landscape in Ireland for Expats, and about ExpatTaxes.ie. Paddy Delaney (QFA RPA APA) is the founder and owner of Informed Decisions & hosts Ireland's Independent & Award-Winning Investment & Retirement Planning Podcast. Focused on seeking financial freedom and sound advice, you should listen to his podcast alongside Taxbytes For Expats to cut through the noise, nonsense and smoke 'n' mirrors of financial services in Ireland. Check out the Informed Decisions podcast: Apple Podcasts: https://podcasts.apple.com/ie/podcast/informed-decisions-independent-financial-planning-money/id1150625286 Spotify: https://open.spotify.com/show/4lKmVLCNxnI8UZTtxQKR3g Website: https://informeddecisions.ie/category/podcast/ ***** 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. | |||
| Claim more Tax Credits on your Irish Tax Return (SUMMER REPLAY) | 01 Oct 2024 | 00:15:46 | |
Hey everyone, Stephanie Wickham here again, diving into the world of tax credits in Ireland. If you're an Irish taxpayer, this one's for you! Even if you're a PAYE employee and don't need to file a tax return, there may be some tax credits you're missing out on that could put a bit of extra cash back in your pocket. We'll chat about the different types of credits available, like the health insurance tax credit if your employer provides your cover, and the home carer tax credit for married couples with a stay-at-home parent. I'll also remind you to hang onto those medical expense and non-routine dental receipts to claim some tax back. Main Topics discussed in the episode
Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as legal or tax advice. Always consult with a qualified tax advisor or accountant regarding your specific situation. The hosts and guests of this podcast disclaim any liability for actions taken based on the information discussed. ***** 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. Mentioned in this episode: | |||