Shows
Taxbytes for ExpatsGlobal Mobility, Second Passports and What Citizenship by Investment Actually Means with Sandeep Nair (Part 1)Residency by Investment sounds like a simple way to set aside a backup when you’re managing your money, but the complexity and rapidly changing landscape of tax and government priorities means you should probably talk to an expert.In this episode of Taxbytes for Expats, I’m joined by Sandeep Nair, COO of Vancis Capital, to talk about residency and citizenship by investment. He sets out, in very practical terms, what these programmes actually involve because this is one of those areas where you don’t want to get the details wrong, and having an adviser like S...
2026-02-1721 min
Taxbytes for ExpatsFinancial De-Risking, Free Advice Isn’t Free and What Expats Should Watch Out For with Paddy Delaney (Part 2)You may think that seeking investments as an Expat in Ireland is as simple as finding the right advice. In practice, though, the conventional wisdom doesn’t always mean the best results for you.In Part 2 of my conversation with Paddy Delaney of Informed Decisions, we get into some of the assumptions many people hold about investing as they move closer to retirement, particularly the idea that “de-risking” automatically means safety. Paddy explains why that conventional wisdom doesn’t always stack up in practice, and why understanding volatility, time horizons, and having a proper plan matters far more tha...
2026-02-0324 min
Taxbytes for ExpatsFinancial Advice for Expats in Ireland: Who to Trust and When You Actually Need It with Paddy Delaney (Part 1)Investing in Ireland has always been tricky, particularly for anyone who recently relocated here, and with so many options out there it's hard to realise the benefits of your savings beyond your pension without sound advice.In this episode of Taxbytes for Expats, I’m joined by Paddy Delaney, founder of Informed Decisions, for the first part of a really practical conversation about financial advice in Ireland. Paddy has spent over 20 years in the financial services world, and he brings a refreshingly honest perspective on how advice is given, where incentives can sit, and why it’s so i...
2026-01-2021 min
Taxbytes for ExpatsBanking, Taxes, Moving Back Post-Brexit and Rebuilding Life in Ireland with Michele Coleman (Part 2)This episode is Part 2 of Stephanie's conversation with Michele Coleman. For the full conversation, make sure you listen to Part 1 and subscribe to the podcast.In this episode of Taxbytes for Expats, I’m joined again by Michele Coleman, a valued Expat Taxes client, as she shares the reality of returning to Ireland after decades living in the UK. Michele speaks candidly about what surprised her most, from banking and buying property, to moving her belongings, importing a car, and navigating everyday life back home.We talk through the practical lessons Michele learned the hard wa...
2026-01-0625 min
Taxbytes for ExpatsMoving Home, Comparing the UK & Ireland, and the Warmth of Irish Culture with Michele Coleman (Part 1)This episode is Part 1 of Stephanie's conversation with Michele Coleman. Make sure you subscribe for Part 2 coming in the next episode.In this episode I’m joined by one of our lovely clients, Michele Coleman, an Irish woman who left for the UK over 30 years ago to build a brilliant career in teaching and special education, and who has now started the journey home.Michele shares why she always felt that pull back to Ireland, even while enjoying opportunities in the UK that simply wouldn’t have been available to her here at the time.
2025-12-1623 min
Taxbytes for ExpatsHow Expats Can Navigate the Irish Property Market, Find Homes & Settle In with Grainne Convery (Part 2)This episode is Part 2 of Stephanie's conversation with Gráinne Convery. For the full conversation, make sure you listen to Part 1 and subscribe to the podcast.In this second part of my chat with Gráinne Convery from the Cronin Group, we get into the real-life bits of relocating to Ireland: the things that don’t always show up on the official checklists but make a huge difference to your day-to-day experience.From unexpected cultural quirks to the very real challenges of the current rental market, Gráinne explains what regularly catches newcomers off guard and h...
2025-12-0216 min
Taxbytes for ExpatsPets, Schools & the Affordability Rule: Finding your Home in Ireland with Grainne Convery (Part 1)This episode is Part 1 of Stephanie's conversation with Gráinne Convery. Make sure you subscribe for Part 2 coming in the next episode.Moving to Ireland is exciting, but the practicalities can make or break those first few months and expend all the energy you have.In this episode, I’m joined by Gráinne Convery of Cronin Group to unpack the real-world relocation hurdles we see every week: the rental market crunch, how to be taken seriously by agents, pet and family considerations, and getting school places sorted without losing your sanity.We walk...
2025-11-1821 min
Taxbytes for ExpatsGetting a Mortgage from Abroad or in Ireland as an Expat with Rob PriestmanBuying a home in Ireland can be one of the most exciting and daunting parts of an expat move.In this episode, I chat with Rob Priestman, Business Development Manager at EBS, who’s been helping people secure mortgages for over 20 years. Rob’s also an ultra-marathon runner, which might explain his stamina for navigating the twists and turns of Ireland’s mortgage market!We talk through what’s really happening in the market right now and what expats and returning Irish need to know before applying. Rob explains how Central Bank lending rules work in pract...
2025-11-0431 min
Taxbytes for ExpatsResidency, Relationships & the Realities of Expat Tax with Peter Ferrigno (Part 2)This episode is Part 2 of Stephanie's conversation with Peter Ferrigno. For the full conversation, make sure you listen to Part 1 before you begin this episode.In Part 2 of this conversation, I’m joined again by Peter Ferrigno, a UK expat tax veteran (CTA, FCA, CIPD) whose career spans Big Four leadership, immigration and relocation, and hands-on advisory across Europe. Peter has lived the expat life himself—Poland, the Czech Republic, and now Spain—so he understands the human side of cross-border moves as much as the numbers.We get practical about how residency and citizenship planni...
2025-10-2127 min
Taxbytes for ExpatsTax, Lifestyle, and Life Choices: Tax Advice from a Skilled Expat with Peter Ferrigno (Part 1)This episode is Part 1 of Stephanie's conversation with Peter Ferrigno. Make sure you're subscribed to get Part 2.In this episode, I’m joined by Peter Ferrigno, an expat tax veteran (CTA, FCA, CIPD) whose career spans Big Four leadership, immigration and relocation, and hands-on advisory across Europe. Peter has lived the expat life himself—Poland, the Czech Republic, and now Spain—so he understands the human side of cross-border moves as much as the numbers.We unpack what’s driving today’s migration out of the UK (non-dom changes, rising effective rates, inheritance tax exposure), how to com...
2025-10-0722 min
The Moveandstay PodcastNavigating Asia's Shifting Sands: Expat Tax Rules and Residency in FluxDive into Asia’s rapidly evolving tax landscape as countries like Thailand redefine residency rules and tax policies for expatriates. Explore how new regulations—such as Thailand’s expanded overseas income taxation and residency thresholds—are reshaping financial strategies for foreign professionals. Compare Asia’s tax havens (UAE’s zero income tax) with high-cost hubs (Japan, China) and territorial systems (Singapore, Hong Kong). Discover government incentives, like Thailand’s 17% flat tax for returning talent, and learn how shifting policies impact travel trends, business costs, and expat decisions. A must-listen for globetrotters and professionals navigating Asia’s complex fiscal terrain.#ExpatTaxes | #As...
2025-10-0512 min
Taxbytes for ExpatsIrish Taxation, Starting a Business and the Story behind Expat Taxes (Business Matters with Karl Fitzpatrick)We have a special feature for you this week, as Stephanie Wickham was interviewed earlier this year on South East Radio on the Business Matters Radio show with Karl Fitzpatrick.Stephanie Wickham from Expat Taxes joins Karl Fitzpatrick to discuss the intricacies of taxation for expats that are returning to Ireland, the most common international territories which their clients have been based in and its web-based application for simplifying the tax remittance process.Listen to Business Matters with Karl Fitzpatrick:Website: https://www.southeastradio.ie/south-east-radios-business-matters-with-karl-fitzpatrick/Spotify: https://open.spotify.com...
2025-09-1616 min
Taxbytes for ExpatsU.S. Exit Taxes and why you should Renounce Citizenship in 2025 with Alexander Marino (Part 2)In this second half of my conversation with Alexander Marino, Director of U.S. Tax Law at Moody's Tax, we get into the nitty-gritty of what it really means to exit the U.S. tax system, whether you're renouncing citizenship or handing back a long-term green card.This is one of those areas where emotion, tax policy, and real-life consequences all collide. Alex explains the U.S. exit tax (and how to avoid it), what being a “covered expatriate” actually means, and why some clients are better off paying millions in exit tax now rather than tens of m...
2025-09-0216 min
Taxbytes for ExpatsRenouncing U.S. Citizenship as an Expat the Right Way with Alexander Marino (Part 1)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 rea...
2025-08-1922 min
Taxbytes for ExpatsUK Tax Changes: Non-Domicile Remittance, FIG and Remote Work with Dan Howse (Part 2)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...
2025-08-0522 min
Taxbytes for ExpatsRemote Working, Social Insurance and the UK Tax Landscape with Dan Howse (Part 1)If you’re working remotely across borders, or managing people who are, this episode is for you. I’m joined by Dan Howse, Partner at Tax Advisory Partnership in the UK, for part one of a practical conversation on cross-border working, social insurance, and how things have (or haven’t) shifted post-Brexit.This comes up a lot in conversations with clients: someone living in Ireland, working for a UK company, or the other way around and nobody’s quite sure where social insurance should be paid. Dan breaks it down clearly, covering the 25% rule, what employers need to know...
2025-07-1526 min
Taxbytes for ExpatsThe Expat’s Guide to Australian Superannuation plus CGT, Taxation & Planning Ahead with Amber Dawson (Part 2)This is the second part of a two-part conversation with Amber Dawson - make sure to listen to Part 1 for the full background on our initial chat and intro to Amber.In this second part of my chat with Amber Dawson, senior financial advisor at Ally Wealth Management in Perth, we’re talking about superannuation: what it is, how it works, and why it’s one of the most tax-efficient ways to build long-term wealth for expats living and working in Australia.We unpack the tax benefits of super contributions, what happens when you leave Aust...
2025-07-0121 min
Taxbytes for ExpatsTax Residency, CGT, Rental Properties & Investments for Expats in Australia with Amber Dawson (Part 1)Australia is popular with Irish Expats and there are plenty of Australian Citizens who want to live around the world - and often the finance planning takes a backseat on their journeys.In this episode, I’m joined by Amber Dawson, Senior Financial Adviser at Ally Wealth Management in Perth, who specialises in helping Australian expats manage their finances smartly, wherever life takes them.Amber shares her perspective as both a qualified adviser and a former expat herself, giving practical guidance on the big questions clients face when moving countries. We cover Australian tax residency pi...
2025-06-1722 min
Taxbytes for ExpatsImporting a Car to Ireland - VRT, Transfer of Residency and Tax Exemptions with Bryan WickhamThinking of bringing your car back to Ireland when you move? There’s quite a few things you need to know before you start planning!In this episode, I’m joined by someone who knows the process inside-out: my husband, Bryan Wickham. As well as being a chartered accountant, Bryan’s a long-time car enthusiast who’s imported vehicles from overseas and handled all the twists and turns of VRT, customs, and navigating Revenue.We talk through the key tax and practical considerations for expats moving cars into Ireland. When exemptions apply, what paperwork is needed...
2025-06-0330 min
Taxbytes for ExpatsLimited Companies in Ireland: Tax Planning, Pitfalls & Practical Advice with Paul Coffey (Part 2)Creating a Limited Incorporated Company in Ireland couldn’t be easier - but is it the best option for you?In Part 2 of my chat with Paul Coffey of Coffey Accounts, we talk about the realities of starting a limited company in Ireland. There’s a lot to consider, from tax planning and pensions to avoiding the common misconceptions of what you can and definitely shouldn’t put through the company.We cover why the structure of a company can bring real consistency (and sanity) to managing tax, the actual tax rates Irish business owners face...
2025-05-2023 min
Taxbytes for ExpatsSole Trader or Limited Company? Setting Up Business in Ireland as an Expat with Paul Coffey (Part 1)Are you moving to Ireland with an existing business, freelancing for the first time, or wondering if it’s time to incorporate a limited company?In this episode, I’m joined by Paul Coffey of Coffey Accounts—one of our go-to referral partners for freelancers and small business owners starting out (or levelling up) in Ireland.Paul and I unpack the practical side of becoming a sole trader in Ireland, what’s involved in setting up a limited company, and why choosing the right structure from the start can save you a world of hassle later. W...
2025-05-0626 min
Taxbytes for ExpatsEXCLUSIVE: US-Ireland Tax Webinar with Expat Taxes on May 7thIf you're an Irish/US dual citizen, have US Tax Obligations or planning a move to Ireland from the US, this is for you.On Wednesday 7th May at 5pm GMT/12pm EST/9am PT, Stephanie Wickham will be running a live webinar alongside Jessica Beall of Beall Tax Consulting covering the Foundations of US and Irish tax domicile, residency, compliance, investing and anything else you need to know to get your tax covered.For only €95 you get access to Stephanie Wickham and Jessica Beall's combined expertise in a session that is sure to make yo...
2025-04-2302 min
Taxbytes for ExpatsU.S. Expat on Irish Driving, Landing Jobs and Making Friends with Jeremy Strozer (Part 2)Finding a Job and Driving are two of the biggest parts of expat life in Ireland to get right, and Jeremy Strozer has come out the other side of both with advice to share.In this second half of my conversation with Jeremy Strozer—an expat, relocation guide, and founder of Expatsi.com—we get into the raw and relatable parts of settling in Ireland. If you’ve ever tried translating a US-style CV into the Irish job market or navigated a roundabout on the wrong side of the road while jet-lagged with hangry kids in the back...
2025-04-1520 min
Taxbytes for ExpatsVisas, Buying a House and Health Insurance as a U.S. Expat in Ireland with Jeremy Strozer (Part 1)Thinking of moving to Ireland from the U.S.? You’re not alone, and this episode will help make the whole process a little less daunting.This week I’m joined by Jeremy Strozer - consultant at Expatsi.com and an American expat who moved to Ireland with his family in 2020. Jeremy had to learn a lot of what he knows now the hard way, but now helps other U.S. expats to get perspective on their move and take a practical approach to what can be a very emotional and turbulent time.In Part One...
2025-04-0123 min
Taxbytes for ExpatsCrucial Investment, Tax Relief & Restructure Advice for Irish Startups with Maura Ginty (Part 2)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 k...
2025-03-1829 min
Taxbytes for ExpatsExpert Advice for Expat Startup Founders & Entrepreneurs with Maura Ginty (Part 1)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, fr...
2025-03-0425 min
Taxbytes for ExpatsOptimising your Italian Tax Benefits as an Expat or Retiree with Mario TenoreThinking 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 e...
2025-02-1829 min
Taxbytes for ExpatsDon’t DIY Your Will & More Expat Legal Advice with Lisa Quinn O'Flaherty (Part 2)This is Part 2 of Stephanie's conversation with Lisa Quinn O'Flaherty. If you haven’t yet, check out Part 1 in the Taxbytes For Expats feed.Contrary to popular belief, there is more to wills and beneficiaries than just handing the house and belongings to your children. And even from a tax perspective, it’s really important to keep your affairs in order.Lisa Quinn O’Flaherty of Fitzsimons & Redmond LLP is an expert in all things legal and in Part 2 of our conversation, we discuss the complexities of cross-border probate, why having a separate will for your I...
2025-02-0415 min
Taxbytes for ExpatsThe Expat's Guide to Wills, Probate and Buying Houses in Ireland with Lisa Quinn O'Flaherty (Part 1)This is Part 1 of Stephanie's conversation with Lisa Quinn O'Flaherty - make sure you subscribe to be notified about Part 2!The legal side of being an expat or repat is often more complicated than originally anticipated. (alongside the tax side, of course!)In this episode, I sat down with Lisa Quinn O’Flaherty of Fitzsimons & Redmond LLP to talk about some of the most important legal considerations when buying property in Ireland, succession planning, and the complexities of wills and probate.Lisa brings her wealth of experience as a solicitor to answer questions re...
2025-01-2123 min
Taxbytes for ExpatsThe Road to Affordable Car Insurance in Ireland for Expats (Part 2) with John HealyThis 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...
2025-01-0716 min
Taxbytes for ExpatsThe Essential Car Insurance Guide for Expats (Part 1) with John HealyIt’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!”...
2024-12-1722 min
Taxbytes for ExpatsEXCLUSIVE: Webinar Offer on Tax Essentials for Irish ExpatsOn the 16th January 2025, Stephanie Wickham will be running a live webinar on the tax essentials for expats moving to Ireland.We're used to hearing Steph talk about all aspects of expat life on the podcast, but this live session will be all about tax residency, tax domicile, taxing your investments, the Double Tax Treaty, and more!Whether you're a U.S. Citizen who wants a change, an Irish Citizen returning after time abroad, thinking about retirement to Ireland, even if you're already here in Ireland - this session is a great way to learn...
2024-12-1602 min
Taxbytes for ExpatsTop Tips for Managing U.S. Taxes as Irish Citizens or Expats with Sean Kearney (Part 2)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...
2024-12-0325 min
Taxbytes for ExpatsThe Financial Reality of Migrating to/from the United States with Sean Kearney (Part 1)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 fi...
2024-11-1930 min
Taxbytes for ExpatsMaking Irish Immigration Transparent, Sustainable and Simple with Tom RyanImmigration 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...
2024-11-0530 min
Taxbytes for Expats"Expat Taxes with Stephanie Wickham" - Informed Decisions Podcast EpisodeHi 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...
2024-10-1550 min
Taxbytes for ExpatsClaim more Tax Credits on your Irish Tax Return (SUMMER REPLAY)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...
2024-10-0115 min
Taxbytes for ExpatsTopping Up your UK State Pension Before It's Too Late! with Mel MorganIn 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 ev...
2024-09-1721 min
Taxbytes for ExpatsTax Domicile: What it means and why it matters (SUMMER REPLAY)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...
2024-09-0315 min
Taxbytes for ExpatsTop 5 Tax Tips If You're Moving To IrelandWe'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...
2024-08-2012 min
Taxbytes for ExpatsRetiring to Ireland: Your Guide to Irish Taxation as a RetireeI'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...
2024-08-0618 min
Taxbytes for ExpatsWhere to live to avoid taxes. And, how to use CRM to make your business sooo much more profitable - Feed Drop from That Great Business ShowHello 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 joi...
2024-07-1642 min
Taxbytes for ExpatsEmotionally Preparing for A New Dawn in Ireland with James ParnellWhile 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...
2024-07-0240 min
Taxbytes for ExpatsMoving to Cyprus: the Tax & Lifestyle Benefits with Charles SavvaYou 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...
2024-06-1829 min
Taxbytes for ExpatsNavigating Revenue & Maximising your Earnings with Alan Purcell (Part 2)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...
2024-06-0422 min
Taxbytes for ExpatsPut Money Back in your Pocket by Understanding PAYE Taxation with Alan Purcell (PART 1)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 epis...
2024-05-2119 min
Taxbytes for ExpatsThe Expert you Need when Moving your House to/from Ireland with Damien MasonIn 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...
2024-04-3029 min
Taxbytes for ExpatsUS Citizenship, Digital Nomads and Saving on Taxes with Olivier WagnerWorking 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...
2024-04-1626 min
Taxbytes for ExpatsBuying a House in Ireland from Overseas as an Expat with Miriam FinnThe 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...
2024-04-0226 min
Taxbytes for ExpatsTracking your Tax Residency across the World with Tim HeulinAs 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...
2024-03-1923 min
Taxbytes for ExpatsZero-tax strategies for Entrepreneurs in Dubai with Shiraz WaheedYou 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...
2024-03-0527 min
Taxbytes for ExpatsPensions, Planning, and Investing for your Future in Ireland with Marc Westlake (Part 2)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...
2024-02-2029 min
Taxbytes for ExpatsA Deep Dive on Financial Planning for Expats with Marc Westlake (Part 1)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 EpisodeMarc introduces Everlake, explaining its focus...
2024-02-0623 min
Taxbytes for ExpatsCountry, Culture & Coffee: Embracing Ireland as an Australian Expat with Matthew BlissIn 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...
2024-01-1642 min
Taxbytes for ExpatsEmbracing the Rainbows: settling in Ireland as a US retiree with Marcus BaileyIn 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...
2024-01-0235 min
Taxbytes for ExpatsFrom Milan to Wicklow: an Oscar-winning couple's journey to Ireland with Jenny SteinThis 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...
2023-12-1927 min
Taxbytes for ExpatsAn overview of the US state tax system for Irish residentsIf 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...
2023-09-1824 minTaxbytes for ExpatsUnderstanding the Portuguese non-habitual tax residency scheme - with Jose BarrosIf 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...
2023-09-1831 minTaxbytes for ExpatsEntering the Irish rental market as a landlord - opportunities and pitfallsIf 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...
2023-09-1839 min
From My Home To Yours: An Expat/Repat Journey from Australia to IrelandMINI-SODE: It's just a Sos BeagA Special Message from Matt & Bernadine:"From My Home To Yours has been running for 15 weeks straight, and you've been with us for the episodes in Australia, in Ireland AND on an aeroplane! We've come so far together, and we want to thank you for being with us on this journey.It is for this reason, we're going to take a "sos beag", or "a little break" from recording episodes for the next month. We're at the stage now that we'd like to live the Irish life a bit, and come back to you with...
2023-09-0411 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandGuards, Gob$h¡tes & GAA LegsWork is starting, life in Ireland is starting to settle in - this week, Matt & Bernadine have taken a break from the advice and experiences of their move to address some listener questions! They've had a few Qs waiting in the wings and now is the perfect time to tackle them.Bernadine also puts Matt through his paces with a quiz on Irish phrases and what they mean - join the fun and play at home if you like!And a quick thanks for listening to the podcast so far! We'd love it if you...
2023-08-2859 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandINTERVIEW: Preparation is key! With Sarah & Lucia of Crosscare Irish Diaspora Support ProjectAs you are thinking about your big move to Ireland (or anywhere, for that matter!) it's important to do as much as you can to prepare in anticipation of every aspect of your life in your destination country. This includes immigration requirements, preparing funds, tax implications, working visas... and that's just to get you started!Lucky for Ireland, the Crosscare Irish Diaspora Support Project is here to help! Crosscare Irish Diaspora Support Project is a non-profit organisation established in 2022 as a project of Crosscare and funded by the Department of Foreign Affairs/Government of Ireland’s Emigrant Su...
2023-08-2154 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandHighs & Lows, Ups & Downs, Peaks & TroughsMatt & Bernadine have finally moved into their home for the next year, and weren't thrilled at what they found on Day 1. In this episode they vent their woes of the current rental market in Ireland, share the "wobbles" of finally living what they've planned for so long, and coming to terms with returning home after so long.Topics discussed in this episode:Moving into the rental propertyComing to terms with living "the plan"Region-locked apps on phones, and how to get around itLinks & Stuff:Republic of Telly: "You know you're Irish when"
2023-08-1453 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandINTERVIEW: Save money (and stress!) right now with Stephanie Wickham of ExpatTaxes.ieBernadine and Matt have brought you another very special interview with an expert in their field, and this time around it's all about saving your money through taxes! This week, Stephanie Wickham from ExpatTaxes.ie is talking to Matt about all things taxes in the Irish system and the main considerations anyone should have before they move to Ireland from their home country:How does the Irish tax system work?What is the Double Taxation Treaty?How do I manage Capital Gains in my home country?What is tax residency, and how does it impact my...
2023-08-0748 minTaxbytes for ExpatsSaving on currency transfers - an interview with a currency specialist Alex WillsonIf 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...
2023-07-2532 minTaxbytes for ExpatsHomebound: Navigating Mortgages for Expats in IrelandIf 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...
2023-07-0640 minTaxbytes for ExpatsTax issues to be aware of if selling or renting your Australian propertyIf 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...
2023-05-1629 minTaxbytes for ExpatsVirginia and Neal's story - retiring to Ireland from the US, their tips, suggestions and real-world experiencesIf 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...
2023-04-2729 min