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Taxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minEverlake: Insightful Wealth Management AdviceEverlake: Insightful Wealth Management AdviceTax Traps, Offshore Fund Rules and the Stories You Don’t Hear with Stephanie Wickham (Part 2)In this follow-up to their in-depth conversation, Marc Westlake is joined once again by Irish tax expert and host of Taxbytes for Expats, Stephanie Wickham for Part 2 of their conversation. Together, they chat about more of the complex and often misunderstood realities facing expats and returning Irish citizens navigating the Irish tax system.In Part 1, Marc and Steph discussed the mainstays of tax advice: what to do, what it costs, and why working with the right professionals matters, especially when you can get a team together.This episode explores the real-world consequences of mismatched or...2025-06-1236 minTaxbytes for ExpatsTaxbytes 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 minEverlake: Insightful Wealth Management AdviceEverlake: Insightful Wealth Management AdviceTax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1)Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overwhelming. In this two-part conversation, Marc Westlake sits down with chartered accountant and Expat Taxes founder, Stephanie Wickham, to unpack the critical issues facing internationally mobile families.In Part 1, Marc and Steph explore the common crossroads expats face when seeking financial and tax advice: what to do, what it costs, and why working with joined-up professionals matters. They explain essential concepts like tax residency, domicile and the remittance basis of ta...2025-05-2941 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 li...2024-04-1626 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 o...2024-02-0623 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes 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 a...2024-01-0235 minTaxbytes for ExpatsTaxbytes 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 minTaxbytes for ExpatsTaxbytes for ExpatsAn overview of the US state tax system for Irish residentsIn 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...2023-09-1824 minTaxbytes for ExpatsTaxbytes for ExpatsUnderstanding the Portuguese non-habitual tax residency scheme - with Jose BarrosIn 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...2023-09-1831 minTaxbytes for ExpatsTaxbytes for ExpatsEntering the Irish rental market as a landlord - opportunities and pitfallsIn 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...2023-09-1839 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandFrom 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...2023-09-0311 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandFrom 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...2023-08-2759 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandFrom 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...2023-08-2054 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandFrom 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"2023-08-1353 minFrom My Home To Yours: An Expat/Repat Journey from Australia to IrelandFrom 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...2023-08-0648 minTaxbytes for ExpatsTaxbytes for ExpatsSaving on currency transfers - an interview with a currency specialist Alex WillsonIn 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...2023-07-2532 minTaxbytes for ExpatsTaxbytes for ExpatsHomebound: Navigating Mortgages for Expats in IrelandAre 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...2023-07-0640 minTaxbytes for ExpatsTaxbytes for ExpatsTax issues to be aware of if selling or renting your Australian propertyIn 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...2023-05-1629 minTaxbytes for ExpatsTaxbytes for ExpatsVirginia and Neal's story - retiring to Ireland from the US, their tips, suggestions and real-world experiencesIn 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...2023-04-2729 minTaxbytes for ExpatsTaxbytes for ExpatsUnderstanding Tax Credits for Irish TaxpayersIntroduction. 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...2023-03-3115 minTaxbytes for ExpatsTaxbytes for ExpatsUnderstanding Irish Tax DomicileIntroduction. 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...2023-03-1615 minTaxbytes for ExpatsTaxbytes for ExpatsGetting on to the Irish property ladder - the 101 with an Irish buying agentBreffnie 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 themShe 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 h...2023-02-2834 minTaxbytes for ExpatsTaxbytes for ExpatsRemote work in Ireland for your UK employer - the things you need to knowIf 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 obligationsMentioned in this episode:Check out ExpatTaxes.ie to get your Tax sorted!2023-02-0230 minTaxbytes for ExpatsTaxbytes for ExpatsNavigating the Irish tax system - obtaining a PPS, setting up your online Revenue account and all the other tips you need to hit the ground runningIf 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...2023-01-1918 minTaxbytes for ExpatsTaxbytes for ExpatsThe rise of remote working – tax issues for Irish expatsJohn 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 usMentioned in this episode:Chec...2023-01-0427 minTaxbytes for ExpatsTaxbytes for ExpatsMoving to Ireland from the US – tax issues to considerAre 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 usMentioned in this episode:Check out ExpatTaxes.ie to get your Tax s...2022-11-2531 minTaxbytes for ExpatsTaxbytes for ExpatsMoving to Ireland from Australia – tax issues to considerWe 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.auOf course if you have any queries on the Irish tax...2022-11-1132 minTaxbytes for ExpatsTaxbytes for ExpatsIrish tax residency (know before you go!)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 usMentioned in this episode:Check out ExpatTaxes.ie to get your Tax sorted!2022-10-2813 minTaxbytes for ExpatsTaxbytes for ExpatsUS citizens moving to Ireland, tax tips and trapsIn 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.comAs 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...2022-10-0626 minTaxbytes for ExpatsTaxbytes for ExpatsTax tips for expats moving to Ireland from the UKIn 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.ukAs 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...2022-09-2319 minTaxbytes for ExpatsTaxbytes for ExpatsTaxbytes for Expats Trailer 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. 2022-09-2102 min