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

1. Tax credits often missed or overlooked for Irish taxpayers
2. Health insurance tax credit: when an employer provides health insurance as a benefit, and the employee pays tax on that benefit.
3. Home carer tax credit - available in situations where one spouse is a stay-at-home parent and the couple is jointly assessed.
4. Joint assessment for married couples - the advantages and considerations when deciding to be jointly or separately assessed.
5. Other common tax credits and deductions - medical expenses, non-routine dental expenses, and remote working expenses.

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:

Check out ExpatTaxes.ie to get your Tax sorted!

In this episode of Tax Bytes for Expats, I had the pleasure of speaking with Mel Morgan from UKStatePensionAbroad.com. Mel and his wife, Martha, specialize in helping people maximize their UK state pension benefits as appointed agents of HM Revenue and Customs, even if they’ve left the UK years ago.

We discuss how those with previous employment in the UK can top up their pension contributions and potentially boost their retirement income by thousands per year. Mel walks us through the simple but crucial process of determining eligibility, applying for back payments, and making sure everything is optimized to ensure the best outcome.

This episode is a must-listen for anyone who’s worked in the UK and wants to understand how they can benefit from the UK’s state pension system, even if they’re living abroad. Whether you’ve spent just a few years in the UK or worked there long ago, there’s still time to act and secure this valuable pension opportunity.

What is discussed in this episode:

1. UK State Pension Eligibility: You need at least three consecutive years of employment in the UK to qualify for a UK state pension, regardless of how long ago you worked there.
2. Class 2 vs. Class 3 Contributions: Most people can buy back years at the more affordable Class 2 rate, costing around £165 per year. Failing that, Class 3 contributions are still a great investment, albeit at a higher rate.
3. Double Pension Benefits: You can receive both UK and Irish state pensions for the same years worked, as they are treated separately, similar to additional voluntary contributions (AVCs).
4. Time Sensitivity of Applications: The window to top up your UK pension contributions closes on 5 April 2025 (with caveats) but Mel's team may stop accepting applications by November 2024 to manage demand, so submit your request quickly!
5. Seek Expert Advice: Working with an expert like Mel can ensure your application is optimized for success, helping you avoid costly mistakes and navigate the complexities of dealing with UK Revenue and HMRC.

Contact Mel Morgan:

Email: info@ukstatepensionabroad.com

Website: https://ukstatepensionabroad.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:

Check out ExpatTaxes.ie to get your Tax sorted!

In this episode I chat with Damien Mason from Mason Transport, a leader in international relocation services to and from Ireland. With over 28 years in the business, Damien shares with us the ins and outs of moving to and from Ireland after helping people move over the last three decades.

Navigating the task of moving cars, furniture, personal items and more is difficult without guidance and support on the restrictions, paperwork and coordination (especially when it could be months before you see your stuff again). Damien shares his advice on navigating customs, avoiding common pitfalls, and making your big move as smooth as possible.

The insights Damien shares in this episode could be the tips you need to make your move from or to Ireland that much easier. We hope you enjoy the episode and can ease the strain on your move!

Main Topics discussed in this Episode:

1. Introduction to the services provided by Mason Transport and Damien's journey in founding the company.
2. Discussion on the comprehensive services offered, including customs clearance.
3. Detailed advice on importing cars, including necessary documentation and understanding Ireland’s Vehicle Registration Tax (VRT).
4. Tips on how to pack your container for shipment, how to secure items and manage space effectively.
5. Guidance on dealing with customs, required paperwork, and ensuring a smooth process when relocating.
6. Advice on saving money during international relocations, including self-packing and sharing container space.

If you'd like to get in touch with Damien and Mason Transport to move your stuff to or from Ireland:

1. Head to the website: https://masontransport.com/
2. Email them directly: info@masontransport.com.
3. Contact them on Facebook: https://www.facebook.com/masontransport.

*****

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!

Working overseas as a U.S. citizen means the tax conversation can be tricky! How much do you pay as taxes to each country? Do you need a tax agent in the U.S.? And what entitlements do you have as someone working abroad?

With over a decade of expertise in US expat taxes, Olivier Wagner shares with me what U.S. citizens living abroad need to know, especially if they are digital nomads. From leveraging the Foreign Earned Income Exclusion to the complications of Social Security contributions, Olivier shares with me the insights you need to live in Ireland and pay taxes in the U.S.

Whether you're considering renouncing your US citizenship or curious about the tax implications of your global lifestyle, this episode is packed with essential advice to help you stay compliant and make informed decisions.

Main Topics Discussed:

1. Introduction to Olivier Wagner and his expertise in US expat taxation.
2. Overview of tax obligations for US expats and digital nomads.
3. Utilizing the Foreign Earned Income Exclusion for digital nomads.
4. The implications of Social Security contributions for US expats.
5. Strategic considerations for US citizens contemplating renouncing their citizenship.
6. Financial planning tips for US expats living in higher tax jurisdictions.
7. The importance of seeking professional tax advice before moving abroad.

If this conversation resonates with you and you'd like to seek out Olivier's services, head to https://1040abroad.com/ to organise a free consultation. Alternatively, you can purchase Olivier's book on Amazon.

LinkedIn: https://www.linkedin.com/in/owagnerea/

*****

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!

The Irish property market is often considered difficult to understand, and houses even harder to come by. In this episode, I get to speak with Miriam Finn, a seasoned property consultant who's dedicated to helping folks like you find their dream homes in Ireland. With over three decades of experience in finance and property, Miriam is an expert at finding and securing houses for expats both in Ireland and overseas.

In our chat, Miriam breaks down the essentials of the property buying process in Ireland, shares tips on overcoming common hurdles and offers a glimpse into what buying a property in Dublin is like. So whether you're contemplating a move back to Ireland or considering an investment here, Miriam's advice and services will be a huge benefit to you!

Main topics discussed in this episode:

1. Miriam Finn's Background in retail banking, mortgage brokerage, and property sales
2. How Miriam and her team alleviate the stress of property hunting, especially for expats unfamiliar with the local market.
3. Valuable insights into the current state of the Dublin property market and the challenges in the Irish market.
4. Miriam outlines the typical timelines in purchasing a property in Ireland, emphasizing the importance of being well-informed and prepared.
5. Miriam offers practical tips for expats, including the importance of understanding local market nuances, the benefits of establishing connections with real estate professionals, and the value of on-the-ground support.
6. For listeners intrigued by the prospect of buying property in Ireland and seeking professional guidance, Miriam shares how to get in touch with her team for a personalized consultation.

More information and to book free consultation with Miriam Finn, head to www.miriamfinnproperty.ie or connect with her on LinkedIn: https://www.linkedin.com/company/miriam-finn-property-consultant/.

*****

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!

As an expat, you've likely had to sort out your tax residency and assets in multiple countries and if you've got interests in three or more residencies, it becomes really complicated!

This week I had a chat with Tim Huelin, the brains behind the brilliant new app: Daysium (https://daysium.com/). Before trying his hand at tech entrepreneurship Tim was a pilot, so he knows a thing or two about bouncing between countries. That's why he created Daysium – to help folks like us keep track of our travels for tax reasons without all the headache.

In this episode, I found out how Tim went from flying people around the world to crafting an app that's all about making tax residency tracking a breeze. You'll get the lowdown on what Daysium is, who it's for, and why it could be a game-changer if you're tired of keeping track of your international moves the old-fashioned way. And you'll be prepared when your tax accountant mentions for you "to keep records"!

So, whether you're moving countries often or planning a big move and want to keep your tax accountant happy, listen on to discover how Daysium could take the stress out of your tax residency woes. Plus, find out how you can get on board with this nifty tool and even become a partner.

Main Topics discussed in this episode:

1. Introduction to Tim Huelin and his transition from an airline pilot to a tech entrepreneur.
2. What is Daysium, its purpose, and the technology behind it.
3. Addressing the challenges of tracking tax residency for frequent travelers.
4. How Daysium simplifies the process of documenting and proving tax residency status.
5. Potential use cases for Daysium.
6. The global scope of Daysium and its future potential in the tax and technology landscape.
7. How listeners can learn more about Daysium, sign up for the waitlist, or explore partnership opportunities.

If you'd like to find out more about Daysium and how it can help you effectively track your tax residency, visit https://daysium.com/ or register your interest now for access to Daysium as an exclusive bonus for Taxbytes For Expats listeners!

*****

​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!

You may have considered relocating to Dubai, a hub for entrepreneurs seeking financial freedom and a zero-tax lifestyle. In this episode, I had a chat with Shiraz Waheed, an experienced financial consultant from Deloitte turned independent startup consultant, who shared his insights on the tax aspects of making the move from Ireland to Dubai.

Shiraz shares with me his Dubai Zero-Tax blueprint process which has helped hundreds of entrepreneurs improve their tax repayments while enjoying a location-independent lifestyle. Whether you're contemplating moving your family to Dubai or establishing a tax-efficient corporate structure, Shiraz's expertise offers a roadmap to help your money support your lifestyle, and not the other way around.

Main Topics from this episode:

1. Discover why Dubai is a magnet for entrepreneurs and businesses looking to save money on tax.
2. Learn the intricacies of transferring your life and business to Dubai, ensuring compliance and maximizing benefits.
3. Shiraz paints a vivid picture of what daily life entails in this vibrant city, from its multicultural environment to its safe and dynamic lifestyle.
4. Get a step-by-step guide on establishing a company, obtaining residency, and networking with other expats and business owners.
5. Understand how Dubai's strategic location and business-friendly climate foster unparalleled networking and growth prospects.

For anyone considering a new chapter in Dubai or seeking ways to enhance their financial freedom, this episode is packed with actionable insights and expert advice.

If you're interested in talking to Shiraz about moving your business to Dubai, visit setuphero.com or email Shiraz at Shiraz@SetupHero.io.

*****

​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!

I'm thrilled to have Marc Westlake, a seasoned Chartered Financial Planner and the Managing Director at Everlake, join us once again for a vital discussion that picks up right where we left off.

In Part Two of our conversation, Marc shares valuable insights into maximizing your pension benefits, the art of diversification, and how to be financially savvy globally and in Ireland. Whether you're contemplating the move, have recently relocated, or are looking to optimize your existing arrangements, Marc's expertise will help you secure your financial future.

From understanding the bedrock of pensions in Ireland to strategic moves that could save you and your family plenty of money, Marc breaks down complex financial planning into actionable advice. Moreover, we explore the potential of pensions not just as a retirement fund but as a tool for achieving financial independence and flexibility much earlier in life.

Remember, financial wisdom isn't just about accumulating wealth; it's about making informed choices that align with your life goals and values.

Main Topics discussed in this Episode:

1. An overview of how retirement provision works, including basic subsistence protection through social security and the benefits of the Irish and UK state pensions.
2. Strategies for enhancing pension benefits, including voluntary contributions to top up UK state pensions and eligibility for claiming both Irish and UK state pensions.
3. Discussion on accessing pensions at an early age for financial benefits, such as paying off mortgages, and the concept of pensions not just being for old age.
4. The process and considerations for transferring pensions, especially from the UK to Ireland, and the importance of planning before making international moves.
5. The pitfalls of not diversifying investments and common financial mistakes expatriates make when moving to Ireland.
6. Advocating for professional financial advice to navigate complex financial landscapes and make informed decisions that align with personal values and lifestyle goals.

T​his episode is Part 2 of my conversation with Marc - if you haven't listened yet, check out Part 1 from two weeks ago. I​f you're interested in engaging Marc in his services, get in touch via the Everlake website (https://everlake.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:

Check out ExpatTaxes.ie to get your Tax sorted!

Marc Westlake, a Chartered Financial Planner and Managing Director at Everlake, brings a wealth of knowledge in wealth management and tax-based services for families and foreign nationals in Ireland in this episode of Taxbytes For Expats.

Join us for Part 1 of this enlightening conversation as we unpack the layers of financial planning and tax considerations for expats living in Ireland. Marc's unique blend of professional expertise and personal experience makes for an informative and engaging discussion that you won't want to miss!

Main Topics discussed in this Episode

1. Marc introduces Everlake, explaining its focus on wealth management and tax-based services for expatriates in Ireland, particularly from the US, the UK, and South Africa. He shares his personal journey of moving from the UK to Ireland and how this experience shapes his expertise.
2. We delve into the complexities of the Irish tax system, especially for foreign investments, and discuss the importance of informed decision-making in tax planning.
3. Marc talks about the bigger picture of financial planning, encouraging people to enjoy their money and focusing on lifestyle goals rather than just financial objectives.
4. A detailed discussion on Section 72 policies in Ireland, their costs, and effectiveness. Marc offers insights into alternative estate planning strategies that might be more beneficial than traditional insurance policies.
5. Marc stresses the importance of aligning financial solutions to client-specific problems rather than a one-size-fits-all approach, underscoring the potential conflicts of interest in commission-based financial products.

T​his episode is Part 1 of my conversation with Marc, with Part 2 to come in two weeks. I​f you're interested in engaging Marc in his services, get in touch via the Everlake website (https://everlake.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:

Check out ExpatTaxes.ie to get your Tax sorted!

In this episode we had a fantastic chat with Matthew, an Australian expat who, with his Irish wife, embarked on an adventurous move from Melbourne to Ireland. Matthew, who you might know from his podcast "From My Home to Yours," dives deep into their personal journey, sharing the ups and downs, the laughs and the challenges they faced along the way.

We talk about everything from dealing with visa issues and financial planning to adapting to the Irish way of life (and searching for that perfect cup of coffee!).

If you're curious about what it's like to uproot your life and start anew in Ireland, this episode is just for you. It's packed with heartfelt stories, practical tips, and a good dose of Aussie charm. Tune in to get a real feel of what moving to Ireland entails, and remember, for any specific tax advice, our team at ExpatTaxes.ie is always here to help.

Main Topics discussed in this episode:

1. An introduction to Matthew's journey with his wife from Melbourne to Ireland, including where they met and why they decided to move.
2. Insights into adapting to life in Ireland, including differences in lifestyle, culture and weather.
3. The challenges and strategies to moving internationally, focusing on packing up their life in Australia and navigating bureaucracy in Ireland.
4. Employment prospects, remote work, and financial planning for the move.
5. Matthew's observations on Irish culture, including aspects like coffee culture in Ireland compared to Melbourne.
6. Reflections on settling in Ireland, the emotional impact of emigration, and thoughts on potentially returning to Australia in the future.
7. Practical advice for others considering a similar move, emphasizing the importance of preparation and managing expectations.

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!

In this inspiring episode of Tax Bytes for Expats we join Marcus Bailey, an American expatriate who recently made the life-changing move to Ireland. Marcus shares his personal journey - from his emotional connection after arriving in Ireland first in 1995, to the practical challenges of immigration, setting up a new home and adapting to a new life. With insights into the Irish weather, the warmth of the local community, and navigating the complexities of the Irish immigration system, this episode is a treasure trove of tips for expats contemplating a move to Ireland from America.

Join us as Marcus offers invaluable advice for handling finances and real estate to embracing the local culture, all while reinforcing the importance of patience and local guidance in adapting to a new country.

Main Topics discussed in this episode:

1. Marcus's emotional bond with Ireland since his first visit in 1995.
2. Navigating the Irish immigration system, its current stresses, and the importance of patience and understanding local nuances.
3. Managing finances, the importance of budgeting for the long-term, and the role of professional tax advice in relocation.
4. Insights into finding housing, adjusting to the Irish weather, and the community's warm welcome.
5. The ease of using technology in Ireland for everyday transactions and banking compared to decades ago.
6. The steps involved in obtaining an Irish driver's license.
7. Marcus's efforts to integrate into the local community and his admiration for the Irish language and culture.

If this episode resonated with you, we'd love to hear your thoughts! 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!

This week we delve into the fascinating journey of Jenny Stein, an expat who has experienced the richness of life across many continents. From her initial move from the United States to Milan for industrial design to eventually settling in Ireland with her Oscar-winning husband, Jenny's story is a tapestry of cultural experiences and professional endeavors. In this episode, she shares her unique insights into adapting to life in Ireland, the challenges and rewards of integrating into Irish culture, and the practicalities of settling across three countries with a disparity of funds and governments. While the complications of managing finances, relationships and jobs across many countries can be a burden, Jenny offers sound advice for those considering the journey.

Join Stephanie this week to find out Jenny's experience with learning the Irish language and becoming part of the local community in Roundwood while Jenny eloquently narrates her life's journey and the serendipitous events that led her to call Ireland her home.

Main Topics discussed in this episode:

1. Jenny's background in industrial design, her and her husband's careers leading to various international relocations, including Milan and Ireland.
2. The decision to settle in Ireland, the process of finding and buying a property, and adapting to life in a rural Irish community.
3. Jenny's efforts to integrate into Irish culture, including learning the Irish language and joining local community groups like beekeeping.
4. Practical challenges encountered during the move, such as dealing with bureaucracy, shipping household goods, and bringing pets internationally.
5. Jenny's perspective on the expat community in Ireland and her relative distance from typical expat networks.
6. Jenny's reflections on life in Ireland, including what she misses about the United States and what she appreciates about Ireland, such as its nimbleness and welcoming nature.

If this episode resonated with you, we'd love to hear your thoughts! 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!

Hey everyone, Stephanie Wickham here with another episode of TaxBytes for Expats. In this week's replay, we're diving into the important topic of tax domicile from an Irish perspective.

Now, your tax domicile is a key factor in determining your exposure to Irish taxes, especially for those of you moving to Ireland from abroad. We'll run through the different types of domicile, how to determine yours, and what it means for your tax situation.

I know it can seem a bit complicated, but don't worry - we'll break it down in plain English so it's easy to wrap your head around. Whether you've got an Irish domicile of origin or you're looking to understand what a domicile of choice means for you, this episode will point you in the right direction.

Main Topics discussed in this episode:

1. Definition and overview of tax domicile from an Irish perspective
2. Types of domicile: domicile of origin, domicile of choice, and domicile of dependence
3. Acquiring a domicile of choice and the burden of proof on the taxpayer
4. The importance of determining domicile for Irish tax exposure, particularly for foreign income and gains
5. The remittance basis of tax for non-Irish domiciled individuals who are Irish tax residents

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode we speak with Jessica Beall of Beall Tax Consulting about the US state tax system. Jessica and I talk about how the state tax system works and she shares the common issues taxpayers can encounter with US state taxes, particularly when departing the US. We cover the Irish/US Double Tax Agreement and its application for state taxes, as well as an overview as to how the state tax system works. This episode is geared to for anyone dealing with US state taxes and the US-Ireland Double Tax Agreement. So if you are a US citizen, have recently left the US or have assets/income that remain taxable in the US state tax system this episode is well worth a listen.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode of Taxbytes for Expats, we are thrilled to have a special guest, Jose Barros, a Lisbon-based tax lawyer who has particular expertise in Portugal's Non-Habitual Residency (NHR) tax scheme. With years of experience in international tax planning, Jose will share his insights on why Portugal has become such an attractive destination for expatriates and investors. Join us as we dive into the intricacies of the NHR regime, its tax advantages, eligibility criteria, and even a glimpse into crypto taxation in Portugal. In this episode, Jose will provide an overview of why Portugal has emerged as a preferred destination for those seeking a change in residency. From its stunning landscapes to a vibrant cultural scene, Portugal offers more than just tax benefits. Jose will share his perspective on what makes Portugal an enticing choice for expatriates. The Non-Habitual Residency Regime What exactly is the Non-Habitual Residency regime, and what does it mean for those considering a move to Portugal? Jose will break down the key aspects of this unique tax scheme, shedding light on how it can be a game-changer for your financial planning. Tax Advantages of the Scheme One of the main draws of the NHR scheme is its tax advantages. Jose will discuss the significant tax benefits that come with being an NHR in Portugal, including exemptions and reduced rates. Qualifying for the NHR Scheme Understanding the eligibility criteria is crucial for those interested in the NHR scheme. Jose will provide valuable insights into who can qualify, what you need to do to meet the requirements, and how to start the application process. Crypto Taxation in Portugal For those involved in cryptocurrency, Portugal's approach to crypto taxation is of particular interest. Jose will touch on how Portugal views cryptocurrencies for tax purposes, offering clarity to crypto enthusiasts and investors. To learn more about Portugal's Non-Habitual Residency tax scheme, Jose Barros can be reached at jose.barros@martinezechevarria.com. Join us in this episode as we explore the opportunities that Portugal's NHR scheme presents.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode we speak with Property Specialist Lisa O'Reilly of LOR Property Solutions about the pitfalls and opportunities for landlords in the Irish market. This episode is for you if you are considering renting property in Ireland and unsure of the issues/opportunities in this space.

Segment 1: Rent Caps Irish rental market overview. Explanation of rent caps and how they affect landlords. Understanding the Residential Tenancies Act. Tips for staying compliant with rent caps.

Segment 2: Finding the right property factors to consider when choosing an investment property. Location, location, location: Exploring ideal areas for investment. Types of properties popular with renters. Working with local real estate agents.

Segment 3: Tenant's Rights An overview of tenants' rights and protections in Ireland. The importance of a well-drafted lease agreement. Handling tenant complaints and issues professionally. Eviction laws and the eviction process in Ireland.

Segment 4: Registrations The legal obligations of landlords in Ireland. Registering with the Residential Tenancies Board (RTB). Maintaining records and documentation. Penalties for non-compliance.

Segment 5: Tax Tips and Rules Understanding Irish taxation for landlords. Deductible expenses and tax benefits. Capital gains tax implications. Professional advice and tax planning.

Segment 6: How Lisa's company - LOR Property Solutions Can Assist - The Model They Offer The benefits of joining a landlord association. LOR's resources, support, and educational opportunities. How LOR can help you navigate the Irish rental market.

Segment 7: Rates of Return Calculating your return on investment (ROI). Factors affecting rental income and ROI. Long-term vs. short-term rentals. Maximizing profits while providing quality housing. It's no secret that the Irish rental market can be both rewarding and challenging, but with the right knowledge and support, you can make the most of your investment.

If you have any questions or would like to learn more about specific topics covered in this episode, feel free to reach out to us or contact Lisa directly via her website https://lorpropertysolutions.ie/

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode of the podcast we explore the intricacies of foreign currency conversions and the challenges faced by expats. In this episode, we sat down with Alex Willson, from Currencies Direct, to shed light on the crucial considerations for expats moving to and from Ireland. Alex brings years of experience in the field of currency exchange and a wealth of knowledge on the unique financial landscape expats encounter when relocating. Together, we delve into the complexities surrounding foreign currency conversions, exploring the specific issues that expats should keep in mind when managing their finances during the transition to or from Ireland. Throughout the episode, we address key topics such as exchange rates, transfer fees, and the impact of currency fluctuations on expats' savings and investments. Alex offers valuable insights and practical tips on how to navigate these challenges effectively, ensuring that expats can make informed decisions about their financial future. Whether you're a seasoned expat or contemplating a move to Ireland, this episode is a must-listen. Alex Willson's expertise will help demystify the often-confusing world of foreign currency conversions and empower you to make smarter financial choices during your transition.

If you need assistance with currency please reach out to Alex at alex.w@currenciesdirect.com and also check out their website

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

Are you an expat dreaming of settling down in the beautiful country of Ireland? Look no further! In our latest podcast episode of "Taxbytes for Expats," join us as we speak with Paul Quinlan, a Waterford based Irish Mortgage Adviser, to uncover the insider tips and tricks on how expats can secure a mortgage in Ireland. Moving to a new country can be a daunting experience, especially when it comes to navigating the complex world of mortgages. In this interview, Paul Quinlan will share his extensive knowledge and expertise, guiding expats through the process of obtaining a mortgage in Ireland smoothly and efficiently.

Additionally, our conversation will delve into the potential challenges that expats may face during the mortgage application process. Paul will shed light on common pitfalls and offer practical solutions to overcome them. Whether it's dealing with documentation, understanding legal requirements, or avoiding unexpected fees, this episode will equip expats with the knowledge they need to make informed decisions and avoid costly mistakes.

As a seasoned mortgage adviser, Paul Quinlan has helped countless expats achieve their dreams of homeownership in Ireland.

If you need assistance with mortgage advise please reach out to Paul on coffeyaccounts@hotmail.com

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.

Click here for Currencies Direct Special Offer

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.

In this episode of the podcast, we speak with Brad Murphy, a tax lawyer based in Melbourne, about the complexities of Australian tax residency and the important tax rules that come into play when selling Australian property. Brad takes us through how the Australian tax system works in relation to property sales, highlighting important hints, tips and pitfalls to be aware of when making the move. We also touch on the Irish tax issues to be aware of in this respect. This episode is a must-listen if you're an Australian planning to move to Ireland, own and rent Australian property while living overseas, are unsure of your tax residency status, or planning to sell an Australian residential property. Tune in for valuable insights from a seasoned tax professional.

As always book a consult with us at expattaxes.ie if you need assistance with your Irish tax queries.

And for your Australian queries please contact Brad and his team at bradley@murphytax.com.au

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode we speak to Neal and Virginia who retired to Ireland from the US. They share their experience of relocating to Ireland, navigating the system, buying a house and settling in here. They also told us about the things they love about their new life in Ireland and the things they miss from the US. This is a great episode for anyone planning a move to Ireland who wants to hear the story of someone who has gone before them. As always drop us a note to info@expattaxes.ie - we would be delighted to assist with the tax issues relating to your move here.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

Introduction. Welcome to the podcast where we help you understand the complex world of taxes. In this episode, we will be discussing tax credits for Irish taxpayers. Tax credits are a valuable tool that can help reduce your tax bill, and we want to make sure you know everything you need to know to take full advantage of them.

What are Tax Credits? In this segment, we will start by defining what tax credits are and how they are applied in the Irish tax system. We will also explain why tax credits are important for Irish taxpayers, how they can reduce your tax bill, and the different types of tax credits that are available.

Personal Tax Credits. In this segment, we will dive into personal tax credits, which are the most common type of tax credit for Irish taxpayers. We will discuss the different types of personal tax credits available, how to claim them, and how they can reduce your tax bill.

Other Tax Credits. In this segment, we will discuss other tax credits that Irish taxpayers may be eligible for, such as the Home Carer Tax Credit, medical expenses and e-working expenses. We will explain who is eligible for these tax credits, how to claim them, and how they can reduce your tax bill.

Conclusion. In this episode, we have discussed tax credits for Irish taxpayers. We hope that you now have a better understanding of what tax credits are, how they work, and how to claim them. By taking advantage of tax credits, you can reduce your tax bill and keep more money in your pocket. Thanks for tuning in, and we'll see you next time on the podcast where we help you understand taxes. Drop us a line to info@expattaxes.ie with any queries on topics discussed in this episode.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

Introduction. Welcome to this episode on understanding Irish tax domicile. In this episode, we will explore the various aspects of Irish tax domicile, including the definition, the tax implications, and how to determine your Irish tax residency status.

What is Irish Tax Domicile? In this segment, we will discuss the definition of Irish tax domicile. We will explain how it is different from tax residency and what factors determine your domicile status. We will also talk about the importance of knowing your domicile status, particularly for tax purposes.

Tax Implications of Irish Tax Domicile. In this segment, we will discuss the tax implications of Irish tax domicile. We will explain how being domiciled in Ireland affects your liability for Irish taxes and the types of taxes that you may be required to pay. We will also talk about tax planning strategies for individuals who are domiciled in Ireland.

Conclusion. In this final segment, we will summarize the key points of the episode and provide some additional resources for listeners who want to learn more about Irish tax domicile. We will also invite feedback and suggestions for future podcast topics.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

Breffnie O'Kelly knows all about the Irish property market - and she helps her clients navigate their way through:

- the Irish system of buying

- securing a rental in a tightly squeezed market

- working out how to find the right property for them

She joins us on today's episode and we talk about all the tips and tricks she has to make sure that expats coming to Ireland can hit the ground running.

Breffnie is a licensed property agent with many years of experience helping her clients secure the ideal Irish property - some before they even set foot in Ireland!

Her website is https://www.breffnieokelly.ie/

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

We've all been there - as expats, we have questions about what we need to know to pay taxes in a new country, and the last thing we want is to find conflicting information on the Internet!

Well, worry no longer! In this episode I'm diving into the top five tax tips you need to know if you're planning a move to Ireland. Whether you're returning home or relocating for the first time, understanding the tax landscape can save you time, money, and stress.

I'll cover everything from residency status to navigating Ireland's tax system. If you're thinking about your move or getting ready to manage your finances, this episode will be a great start for you!

Topics covered in this episode

1. Understanding Tax Residency Status: learn the Irish tax residency test and why you need to know your home country's residence rules.
2. Hiring Tax Return Preparers in Both Countries: The value of having tax advisors in both your current country and Ireland.
3. Knowing Your Tax Domicile: The significance of tax domicile and the remittance basis in Ireland.
4. Understanding the Irish Tax System: Key points about the Irish tax year and filing deadlines.
5. Navigating Revenue’s Online System: Tips for using Revenue’s online services, including ROS and MyAccount.

*****

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!

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.

If you have worked remotely for your UK employer in Ireland then you will want to listen to our most recent episode where we talk to Laura Sant of CA Tax International on the following issues:

- the UK tax issues to consider for both employee and employer

- social security issues when working remotely

- key deadline and compliance obligations

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

If you are planning a move to Ireland or have recently moved here you may be struggling to work out how to pay your taxes, get a PPS and navigate the Irish tax system. In this episode Stephanie talks about the tips and tricks to help you hit the ground running when you start paying Irish taxes. She touches on - getting a PPS, the tax credits you need to claim, how to claim them to name a few. If you have any queries on the topics covered in the show, or if you have suggestions for content for future episodes please email us at info@expattaxes.ie

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

John Lee is a thought leader in the ‘work from anywhere’ revolution. He and his team are on a mission to ensure the future of work is remote, and borderless. We chatted with him to learn about industry trends in this space and the key issues employers and employees need to think about if they are working remotely overseas.

Of course if you have any queries on the Irish tax issues discussed in this episode drop us a line at info@expattaxes.ie or book a consultation with us

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

Are you a US citizen who is considering a move to Ireland? Unsure about the tax issues to be aware of? Jessica Beall of Beall Tax Consulting talks with us about the common tax issues US individuals moving to Ireland need to be aware, particularly if they have employer granted equity.

Of course if you have any queries on the Irish tax issues discussed in this episode drop us a line at info@expattaxes.ie or book a consultation with us

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

We chat with Brad Murphy of Murphy Taxes in Melbourne, Australia about all the common tax issues expats leaving Australia need to be aware of. Brad chats through Australian tax residency, remote working for an Australian employer in Ireland, the compliance issues to be aware of and tips to navigate the move from the Australian system to the Irish.

Brad and his team would be delighted to deal with any queries you may have on this topic. His email is bradley@murphytax.com.au

Of course if you have any queries on the Irish tax issues discussed in this episode drop us a line at info@expattaxes.ie or book a consultation with us

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode we will run through how/when Irish tax residency is triggered, what domicile means from an Irish tax perspective and also how these concepts impact your exposure to Irish income tax.

If you have any queries on topics discussed in this episode drop us an email to info@expattaxes.ie. or book a consultation with us

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode we speak with Sam Ashley of Faber Tax about the common tax issues US citizens moving to Ireland encounter. Sam steps through the tax compliance tips and traps to be aware of before you make the move to Ireland.

If any of our listeners have follow-on questions they can contact Sam at sashley@fabertax.com

As always if you need specific advice on your Irish tax position you can book a consult with one of our Chartered Tax Advisers. Alternatively please drop us a line at info@expattaxes.ie – we’d be happy to help.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

In this episode we speak with Laura Sant of CA Tax International about the three top tips she has for people who are moving to Ireland from the UK. She talks about the common mistakes to avoid and how planning in advance can save you time and money.

If any of our listeners have follow-on questions they can contact Laura at laura.sant@carthyaccountants.co.uk

As always if you need specific advice on your Irish tax position you can book a consult with one of our Chartered Tax Advisers. Alternatively please drop us a line at info@expattaxes.ie - we'd be happy to help.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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.

Are you an expat who is confused by the Irish tax system? Maybe you are planning a move to or from Ireland and want to understand how to navigate the complex tax issues that arise? Taxbytes for Expats is the show that explains in simple terms the dos and don'ts of Irish taxes for expats.

I'm on my own this week to provide some guidance around retiring to Ireland as an expat and delve into the considerations for taxation, whether you're an Irish native returning home or someone who's chosen Ireland as their new home. While paying taxes is the last thing you want to think about before retirement, some of the decisions you make can have a significant impact on your lifestyle and the way you navigate the Irish tax system.

We'll explore some example scenarios, like moving from the US to Ireland, to illustrate how your income, including pensions and rental income, will be taxed. Plus, I'll share practical tips on handling what I call "life admin" for taxes, such as registering for tax, understanding your entitlements, and the importance of planning for the future with an Irish will.

As always, what I talk about in these episodes is for your information and not to be taken as direct tax advice for your situation - please seek a tax professional to give you advice, or get in touch with us at ExpatTaxes.ie to help you!

1. Introduction to Retiring in Ireland: common queries from retirees moving to Ireland.
2. Irish Tax Residency Rules: determining tax residency based on days spent in Ireland.
3. Taxation of Worldwide Income: explanation of how Ireland taxes worldwide income for tax residents.
4. Understanding Double Tax Agreements: navigating tax treaties, particularly between Ireland and the US & claiming tax credits for foreign taxes paid.
5. Non-Tax Considerations for Retirees: social insurance contributions & Drug Payment Scheme.
6. Estate Planning and Inheritance Tax: Importance of having an Irish will & tax implications for foreign assets and inheritances.
7. Professional Support and Consultation: seek professional advice for personalized tax planning.

*****

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!

Hello everyone! This week we've got a special episode for you. On the first of February, I was a featured guest on That Great Business Show with Conall Ó Móráin - a podcast where Conall interviews Irish entrepreneurs and business owners to share their stories and business tips.

Conall is a staple in business podcasts for Ireland, and he was kind enough to let us share the episode with you on Taxbytes For Expats.

I share some Irish tax tips including information about various locations you can work tax efficiently from. I was also joined by my good friend and fellow business owner, Natalie Garland Cooke who helps businesses with Customer Relationship Management Systems (or CRMs) and offers training to get the most out of it.

All the contact details for Conall and Natalie will be in the show notes, as well as the link to subscribe to That Great Business Show if you like what you hear! Enjoy!

Conall Ó Móráin

LinkedIn: https://www.linkedin.com/in/conallomorain/

Podcast Website: https://www.thatgreatbusinessshow.com/

Subscribe to That Great Business Show: Apple Podcasts || Spotify || RSS

Natalie Garland-Cooke

LinkedIn: https://www.linkedin.com/in/natalie-garland-cooke-2880b928/

Website: https://ncco.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.

While we usually dive deep into the intricacies of taxes in Ireland, today's episode takes a slightly different turn. The emotional and psychological aspects of moving back to Ireland are often a second thought behind the logistics and planning of getting back. Prioritising and planning for the emotional is where James Parnell can help.

James is a life coach who specializes in the neuroscience of performance and is an adventure enthusiast. James spent 16 years in Sydney before returning to Dublin and has since become a voice for many returning expats through his articles in The Irish Times and appearances on various Irish media. He's also the author of "A New Dawn in Ireland," where he shares his personal journey and the broader impacts of relocating back to Ireland.

In this episode, we discuss not just the logistics but the emotional roller coaster that accompanies the decision to move back home. Whether you're contemplating a move or in the midst of one, James's insights into managing expectations and emotions are invaluable.

Main Topics discussed in this episode:

1. The emotional challenges and rewards of returning to Ireland after an extended period abroad.
2. Practical advice for those considering a move back home, focusing on mental and emotional preparation.
3. Insights into how changing environments can impact personal and family dynamics.
4. Strategies to help make the transition smoother and more fulfilling.

See James Parnell's Work

LinkedIn: https://www.linkedin.com/in/jameseparnell/?originalSubdomain=ie

Buy the book: https://anewdawninireland.com/clients/thebook/sale/

The Wellbeing Gym: https://thewellbeinggym.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:

Check out ExpatTaxes.ie to get your Tax sorted!

You might consider Cyprus a lovely place for a holiday, but there's much more that it offers residents in terms of tax benefits. If you've ever thought of relocating to Cyprus, my conversation with Charles Savva of Sava and Associates is a must-listen.

In this episode, we hear about the attractive tax regime of Cyprus with Charles. We delve into Cyprus's non-domicile scheme which offers significant tax advantages for expats, including a 17-year tax holiday on certain types of income. Charles, a seasoned tax professional with a rich background in Canadian and Cypriot tax law, also shares his personal journey of making Cyprus his new home.

Whether you're a high net-worth individual looking for tax benefits or dreaming of Mediterranean living, this episode gives guidance and important tips on navigating Cyprus's tax system and how to make the most of the lifestyle available there.

Main Topics Discussed:

1. Overview of Cyprus's Tax Regime
2. Charles Savva's background, moving from Canada to Cyprus as a Tax Advisor
3. The tax benefits of relocating to Cyprus
4. The main considerations before moving to Cyprus

Get in touch with Charles:

Savva & Associates Website: https://www.savvacyprus.com/

Charles' Linkedin: https://www.linkedin.com/in/charles-savva-3b879042/

*****

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!

I'm back again with Alan Purcell from Cloud Accounts as we dive deeper into the nuances of the Irish tax system. As expats, navigating a new tax landscape can be daunting but Alan breaks it down and offers incredible advice on becoming tax efficient in Ireland.

Alan continues to unravel the complexities of PAYE, USC, and PRSI, explaining their impact on your finances while registering with Revenue.ie to claim back on overpaid taxes. Whether you're new to Ireland or looking to optimize your tax returns, this episode is packed with actionable insights. Alan's expertise will help you put some of those tax payments back in your pocket!

Enjoy this week's episode, and don’t forget to check out our last episode for the first part of my discussion with Alan!

Main Topics discussed in this Episode:

1. A detailed breakdown of Income Tax, Universal Social Charge (USC), and Pay Related Social Insurance (PRSI) in Ireland.
2. Practical advice on saving money through strategic tax planning, including maximizing pension contributions.
3. How to utilize Ireland's online tax systems to manage and reclaim overpaid taxes effectively.
4. An exploration of tax-efficient investment options available to individuals in Ireland.

Contact Alan Purcell

Alan's Website: https://www.cloudaccounts.ie/

Instagram: https://www.instagram.com/cloudaccountsireland/

Book a Consultation with Alan: https://calendly.com/cloudaccounts/cloudaccounts-consultation

Recommended by Alan

The Remote Bookkeeper: https://www.instagram.com/remotebookkeeper/

*****

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!

In this episode, we’re diving into the intricacies of PAYE taxation in Ireland with Alan Purcell, a Chartered Accountant and tax expert from Cloud Accounts. Alan is our first guest who's an Irish Chartered Accountant, and has made it his mission to simplify personal taxation for everyone.

In Part One of our chat, Alan breaks down the complexities of the PAYE system, highlights key differences between Irish and international tax systems, and shares tips on maximizing your tax returns. Whether you’re relocating to Ireland or just looking to understand the Irish tax system better, this episode is packed with information that could put money back in your pocket.

Enjoy this week's episode, and don’t forget to check back in two weeks for the second installment of my enlightening discussion with Alan!

Main Topics discussed in this Episode:

1. Alan discusses the basics of the PAYE system and its significance for expats and residents alike.
2. Insights into how Ireland’s PAYE system compares with other countries, potentially affecting expats transitioning from different tax jurisdictions.
3. Practical advice on how to ensure you’re not leaving money on the table with the Irish Revenue.
4. Alan emphasizes the importance of being registered and active on Revenue.ie to manage and potentially benefit from tax returns.
5. Detailed discussion on various tax credits and reliefs available in Ireland that expats and residents may not be fully utilizing.
6. Alan shares common mistakes people make regarding tax filings and how to avoid them.
7. Strategic advice on planning for future tax years and making informed financial decisions based on one’s tax situation.

Contact Alan Purcell

Alan's Website: https://www.cloudaccounts.ie/

Instagram: https://www.instagram.com/cloudaccountsireland/

Book a Consultation with Alan: https://calendly.com/cloudaccounts/cloudaccounts-consultation

Recommended by Alan

The Remote Bookkeeper: https://www.instagram.com/remotebookkeeper/

*****

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!

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.

1. No-Claims Bonus is Key: Your no-claims bonus document from abroad is a must-have. Make sure it’s valid, canceled where necessary, and ready before you arrive in Ireland.
2. Car Registration Matters: Your car's reg impacts your insurance quote significantly, from its history (like past accidents) to its mileage. Check the car's insurance eligibility before buying.
3. License Logistics: Foreign licenses can work temporarily, but plan early to convert to an Irish license—especially if you’re from a country without a straightforward exchange process.
4. Imported Cars = Higher Costs: Be cautious when bringing in cars from outside Ireland, as niche models or past damages could hike up premiums or even make them uninsurable.
5. Claiming on Insurance: For minor damages, weigh the cost of paying out-of-pocket against claiming—especially if you’re a younger driver or lack bonus protection.

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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!

1. Your No-Claims Bonus is Key: This one-page document detailing your claims-free driving history is essential for securing competitive insurance rates in Ireland. Start organizing this early, as the policy must be canceled in your home country before the bonus is issued.
2. You Can Drive Temporarily on a Foreign License: Expats can use a foreign license for up to 12 months, but you'll need to exchange or replace it with an Irish license if you’re staying longer. The process varies based on your country of origin—U.S. license holders, for instance, face additional steps.
3. Budget for Licensing and Driving Lessons: If you're coming from the U.S., you'll need to pass a theory test and complete six driving lessons before taking the Irish driving test. Lessons can cost €40–€70 per session, depending on your location.
4. Timelines Matter: Insurance renewals can become tricky if you haven’t secured your Irish license within the first 12 months. Be proactive—schedule your licensing appointments as soon as possible to avoid delays.
5. A Tailored Approach to Insurance: Irish insurers often specialize in certain customer profiles. Expats with foreign licenses may find fewer insurers willing to quote, but brokers like Healy’s can help navigate these nuances and secure the best deal.

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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:

1. Balance Life Goals with Financial Plans: Sean advocates planning for the life you want rather than obsessing over tax efficiency alone. Prioritize lifestyle needs, then find the best way to align your finances.
2. Understand Tax Compliance and Reporting Requirements: For U.S.-connected individuals, understanding reporting requirements in both countries is critical, especially as financial data-sharing between the U.S. and Ireland grows.
3. Consider the Impact of Currency and Tax Rebasing: Before moving back to Ireland, rebasing investments in the U.S. can save significant tax costs due to currency fluctuations and different tax structures.
4. Plan Early if Considering a Move Back to Ireland: For those hoping to return to Ireland, early planning is crucial, as it can mean the difference between a smooth, tax-efficient transition and an unexpected financial hit.
5. Project Management in Financial Planning: Cross-border financial planning often requires a team approach, incorporating tax, estate planning, and investment advice to ensure every angle is covered.

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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:

1. The Importance of Cross-Border Financial Planning: Moving between the US and Ireland involves unique financial and tax implications, especially for Irish citizens holding US assets or green cards. Working with advisors who understand both systems can save you from costly mistakes down the road.
2. Tax Consequences of Holding a Green Card: Many Irish expats seek a US green card but don’t realize the potential tax consequences when leaving the US. It’s critical to properly exit the US tax system and file necessary documentation to avoid future tax liabilities.
3. Why Rebasing Investments Before Moving Matters: Selling or ‘rebasing’ assets while still under US tax jurisdiction can often reduce capital gains tax, as US rates are typically lower than Ireland’s. Proper timing here can make a significant difference in tax savings.
4. Potential Risks of Unpaid Taxes and Undeclared Assets: Ignoring tax obligations on assets left in the US or in Ireland can come back to haunt expats, especially with increasing global tax transparency. Compliance is key to avoiding future penalties.
5. The Value of a Cross-Border Advisory Team: Combining the expertise of Irish and US advisors who communicate directly can give expats clarity and security. This collaboration ensures compliance, optimizes tax strategies, and aligns with personal and financial goals across both countries.

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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:

1. Know Your Visa Path: Irish and EU nationals don’t need to go through immigration procedures to retire in Ireland, but non-EU nationals do. It's important to plan ahead and understand the application process, which can take up to four months.
2. Income and Financial Requirements: Retirees need to prove sufficient income—€50,000 annually per individual, or €100,000 for a couple—as well as access to a lump sum of €320,000 to meet immigration requirements.
3. Stamp Zero Explained: If you're retiring in Ireland as a non-EU national, you'll need to secure a Stamp Zero, which does not allow for economic activity, meaning you'll need to be self-sufficient with no reliance on public resources.
4. Family Migration: Irish nationals can bring non-EU spouses or elderly parents to Ireland under family reunification policies. However, income thresholds apply, and the process involves several layers of documentation and proof of resources.
5. Application Timing is Key: Start your renewal process six months before your permit’s expiration to avoid falling out of status. Missing deadlines can delay applications and affect your immigration status, but the Department of Justice may offer some flexibility depending on circumstances.

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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

Amazon Music: https://music.amazon.com/es-us/podcasts/974b7de8-b989-45d5-aca5-a4cf9dc7add3/informed-decisions-independent-financial-planning-money-podcast

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.

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:

1. Why Expats Are Renouncing US Citizenship: Alex shares the key reasons people take this step, from sky-high compliance costs to the frustration of being taxed by two countries on the same income.
2. The Emotional and Financial Decision-Making Process: This comes up a lot with clients: the emotional attachment to US citizenship can cloud what’s otherwise a straightforward financial decision.
3. The Hidden Tax Pitfalls for US Expats Abroad: Alex outlines the tax landmines US citizens often don’t see coming when they live overseas, especially in high-tax jurisdictions like Ireland.
4. What It Really Means to Renounce—And Do It Right: Alex explains that renouncing properly isn’t just handing over a passport.
5. Timelines, Triggers, and Taking Action: We cover when to start the process, what triggers might make it urgent (like selling a property), and why wait times at embassies can be longer than you think.

Get in touch with Alex :

Email: 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.

Click here for Currencies Direct Special Offer

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:

1. Abolition of the UK Domicile Concept & Remittance Basis: Dan explains the end of domicile as a tax concept in the UK and how the remittance basis has been replaced, simplifying the system but reducing long-term planning opportunities.
2. Introduction of the Foreign Income and Gains (FIG) Regime: The new FIG regime allows qualifying individuals to be taxed only on UK income and gains for their first four years of UK residence, creating new opportunities for returning expats and inbound professionals.
3. Overseas Workday Relief and Remote Work Implications: The changes expand access to overseas workday relief, making it easier for cross-border workers and frequent travellers to claim UK tax exemptions on non-UK workdays.
4. Impact on Long-Term Planning and Inheritance Tax Exposure: With fewer incentives for long-term non-doms, the UK may lose its appeal for high-net-worth individuals, prompting a need to re-evaluate estate planning and domicile assumptions.
5. Ireland’s Position in Contrast to UK Changes: Stephanie highlights how Ireland’s retention of the remittance basis may become more attractive in comparison, especially for those considering their next move.

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.

Click here for Currencies Direct Special Offer

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:

1. R&D Tax Credit – how it works and why documentation is key
2. EIIS tax relief – benefits, risks, and why companies need to be cautious
3. Investing through a company – tax pitfalls to avoid
4. Employee share schemes – comparing options and understanding tax implications
5. Where the Irish tax system could improve for startups and founders

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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:

1. Sole Trader vs. Limited Company – Which is Right for You?
2. When a Holding Company Structure Makes Sense (and When It Doesn’t)
3. How Tax Works for Consultants, Startups & Scaling Businesses
4. Key Tax Considerations for Founders Planning an Exit
5. Why Getting Specialist Tax Advice Early is Essential

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:

Check out ExpatTaxes.ie to get your Tax sorted!

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:

1. Understanding Italian Tax Residency – The four key tests for tax residency and why even short stays can have tax implications.
2. The Flat Tax Regime – How Italy’s €200,000 flat tax works and who benefits most from it.
3. Pensioner Tax Incentives – The 7% tax regime for retirees and the key requirements to qualify.
4. Pre-Relocation Tax Planning – Why speaking to an advisor before moving to Italy can save you from major tax headaches.
5. Buying Property in Italy – Practical considerations for expats looking to purchase real estate.

Contact Mario Tenore: mario.tenore@studiopirola.com

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If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.

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