Taxbytes for Expats

Returning to Ireland can be far more complicated than booking flights and packing boxes. In this episode of Taxbytes For Expats, Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the emotional and practical realities of moving back. They discuss planning, documentation, accommodation, support networks, and why “home” can feel different after years abroad....

Returning to Ireland can look straightforward from the outside. You know the place, you may have family here, and there is often a comforting idea that moving home should be easier than moving away. As Sarah Owen explains in this episode, that is not always how it works in practice. Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the real-life issues fa...

There are some great opportunities to take, and mistakes to avoid, when making the move from or to the UK. And the best way to make the most of the move is to chat to an expert in cross-jurisdictional tax to make it easy! In this second part of my conversation with Nicola Goldsmith, we get into the areas that tend to trip people up most. And honestly, this comes up a lot in conversations with clie...

There’s a lot to consider when you’re an expat, in or outside the UK, and trying to be tax compliant. You might not think so, but tax planning starts before you even book your flights. In this episode, I’m joined by Nicola Goldsmith, one of our trusted UK partners for Expat Taxes UK, for the first part of a really practical conversation around UK tax planning for expats. Nicola brings nearly three...

In any expat’s journey, the planning required to get to Ireland comes first. Once you get here, though, it's easy to forget the next step: coming to terms with being here. In Part 2 of my conversation with Tom Lennon, we focus on what happens after you arrive in Ireland and cover some of the practical realities for US Expats that no spreadsheet can fully prepare you for. We talk through car insura...

Expats from the US can have a harder time than most if they want to move to Ireland. With his calm approach and a propensity to plan ahead, it's easy to think Tom Lennon had it all figured out! In this episode, I’m joined by Tom Lennon, one of our clients who recently made the move from North Carolina to Limerick with his wife, Mary Lane. What started as a family connection to Ireland turned into...

Buying a home in Ireland is more than just picking a property and spending the money. The process adds stress to what could already be an emotionally charged time in your life. In Part 2 of my conversation with Andrew Rhatigan of Rhatigan Real Estate, we move beyond the process and the house itself, and into something we often don’t consider: the psychology of buying property as an expat. Buying a...

Buying property in Ireland as an Expat is never as simple as it seems, but having someone with you that is invested in understanding what you need from a home is a brilliant first step. Especially if they help you find what you want when you didn’t even know yourself. This is Part 1 of my conversation with Andrew Rhatigan of Rhatigan Real Estate and I have to say, I really enjoyed this one! Many o...

As an expat, when you’re picking the right country for your “Plan B” or for your family, it's important to get the details right - especially when you are investing in a country as a way to secure your citizenship. In Part 2 of my conversation with Sandeep Nair, COO of Vancis Capital, we get into the finer details of residency and citizenship by investment. And, importantly, why it’s become such a...

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 p...

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...

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 advic...

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 m...

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 fe...

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-d...

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 ren...

Buying a home in Ireland can be one of the most exciting and daunting parts of an expat move. In this episode, I chat with Rob Priestman, Business Development Manager at EBS, who’s been helping people secure mortgages for over 20 years. Rob’s also an ultra-marathon runner, which might explain his stamina for navigating the twists and turns of Ireland’s mortgage market! We talk through what’s reall...

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...

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 understa...

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 an...

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...

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...

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...

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...

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-...