Taxbytes for Expats

Stephanie Wickham, ExpatTaxes.ie
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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.

  1. Oct 6

    Moving to Ireland: Essential Tips from an Expat

    Moving to Ireland involves quite a bit of practical life admin that is easy to overlook before the boxes are packed. In this episode, Stephanie Wickham speaks with Taxbytes for Expats producer Matthew Bliss about his experience moving from Australia to Ireland. They cover keeping an overseas phone number, managing multi-factor authentication and bank access, setting up an Irish SIM, exchanging a foreign driving licence and using an overseas no claims history for Irish car insurance. Matthew Bliss is the producer of Taxbytes for Expats and an Australian expat who has been living in Ireland for more than three years. Working behind the scenes on the podcast has given him an unusual perspective. He has heard plenty of professional advice about relocating internationally, while also dealing with the decidedly less glamorous practicalities himself. You will learn why retaining access to your existing overseas phone number can matter, particularly for banking and account security, and why multi-factor authentication should be reviewed before you leave your home country. The episode also explains the practical benefits of dual SIM phones, how an Irish number can be added alongside an existing number and why relying exclusively on SMS security codes can create problems later. Get in touch with Matthew Bliss LinkedIn: https://www.linkedin.com/in/matthew-bliss/ Website: https://www.mbpod.com/ Daily Journal: https://journal.matthewbliss.net/ ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Welcome Back to Matthew Bliss(02:29) Moving to Ireland: Practical Life Admin(03:18) Irish SIMs, Dual SIM Phones and Keeping Your Old Number(07:09) WhatsApp, Contacts and Staying Connected Abroad(09:18) Bank Access and Losing Your Overseas SIM(10:10) Multi-Factor Authentication for Expats(14:10) Sponsor: Currencies Direct(15:12) Driving in Ireland on an Australian Licence(17:29) No Claims Bonus and Irish Car Insurance(18:44) Does Exchanging Your License Cancel It Back Home?

    Moving to Ireland: Essential Tips from an Expat

  2. Sep 15

    Ordinary Residency in Ireland: What the Tax Rules Mean for Expats

    Ordinary residency in Ireland can have important tax consequences, particularly for people planning to leave the country after several years of Irish tax residence. In this episode, Stephanie Wickham explains how ordinary residency differs from tax residency, when it begins and ends, and why it can keep certain income and gains within the Irish tax net after departure. She also looks at Double Taxation Agreements, treaty residence, temporary non-residency rules and why advance tax planning matters before selling an asset or business. For expats, returning Irish residents, founders and investors with cross-border assets, timing can make a real difference. If you are planning to leave Ireland and expect a significant transaction after departure, it is worth reviewing your tax residency, ordinary residency, domicile and treaty position before the move or disposal takes place. About the Host Stephanie Wickham is a Chartered Tax Adviser and Chartered Accountant and the founder of Expat Taxes. She specialises in Irish and international tax matters affecting expats, returning Irish emigrants and people with ongoing cross-border tax obligations. Her own experience of living in Australia for eight years before returning to Ireland also gives her a very practical understanding of what an international move involves beyond the tax return. LinkedIn: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/ Website: https://expattaxes.ie/ ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Introduction to Ordinary Residency in Ireland(01:41) What Is Ordinary Residency?(03:07) Irish Tax Residency vs Ordinary Residency(03:41) When Ordinary Residency Begins and Ends(04:53) Why Ordinary Residency Matters When Leaving Ireland(06:12) How Double Taxation Agreements Can Affect Your Position(08:20) Treaty Residency and Overseas Moves(08:49) Capital Gains and the Temporary Non-Residency Rule(10:21) Why Tax Planning Before Departure Matters(11:15) Moving to the UAE and Treaty Considerations(12:07) Getting Advice on Your Ordinary Residency Position

    Ordinary Residency in Ireland: What the Tax Rules Mean for Expats

  3. Sep 1

    Preliminary Tax in Ireland: What Expats Need to Know

    Preliminary tax in Ireland can catch expats by surprise, particularly when they file their first Irish tax return. In this solo episode, Stephanie Wickham explains who may need to pay preliminary tax, how the payment is calculated and why cash-flow planning matters. She covers the rules for chargeable persons, the different bases available for calculating preliminary tax, Revenue filing deadlines and some of the practical payment issues that arise when income or funds are coming from overseas. For expats, the wider lesson is to look at Irish tax obligations before the filing deadline is approaching. Foreign income, self-employment, overseas tax payments and the timing of a move to or from Ireland can all affect the position. A relatively small amount of planning earlier in the year can make a real difference. About the Host Stephanie Wickham is a Chartered Tax Adviser and Chartered Accountant and the founder of Expat Taxes. She specialises in Irish and international tax matters affecting expats, returning Irish emigrants and people with ongoing cross-border tax obligations. Her own experience of living in Australia for eight years before returning to Ireland also gives her a very practical understanding of what an international move involves beyond the tax return. LinkedIn: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/ Website: https://expattaxes.ie/ ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Why Preliminary Tax Matters for Expats(02:14) Irish Tax Year and Filing Deadlines(04:00) Who Is a Chargeable Person?(05:07) Foreign Income and Preliminary Tax(06:29) How Preliminary Tax Works(07:13) How Much Preliminary Tax Should You Pay?(09:15) Alternative Preliminary Tax Calculation Methods(11:25) Revenue Online Filing Deadline and Tax Payments(13:08) Self-Employed Expats and Cash Flow Planning(15:38) Preliminary Tax When Moving To or From Ireland(16:21) Capital Gains Tax Has Separate Payment Rules(17:21) Final Practical Takeaways

    Preliminary Tax in Ireland: What Expats Need to Know

  4. Aug 18

    Tax Issues to Consider When Departing Ireland with Stephanie Wickham (Ask About Wealth podcast)

    This is a guest episode of "Ask About Wealth" where Stephanie Wickham talks about tax planning for expats with Paul Overy. To find out more, head to AskAboutWealth.ie. Tax planning for expats in Ireland can make a significant difference before an international move takes place. In this guest episode of Ask About Wealth, Stephanie Wickham explains how Irish tax residency, ordinary residence and domicile affect people leaving Ireland, returning home or moving here for the first time. She also discusses the remittance basis of taxation, Double Taxation Agreements, foreign income and investments, and why taking advice before relocating can help avoid unexpected Irish tax liabilities. About the Guest Stephanie Wickham is a Chartered Tax Adviser and Chartered Accountant and the founder of Expat Taxes. She specialises in Irish and international tax matters affecting expats, returning Irish emigrants and people with ongoing cross-border tax obligations. Her own experience of living in Australia for eight years before returning to Ireland also gives her a very practical understanding of what an international move involves beyond the tax return. LinkedIn: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/ Website: https://expattaxes.ie/ ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Guest Episode Introduction(01:01) Meet Stephanie Wickham and Expat Taxes(04:31) Stephanie’s Own Experience Returning to Ireland(07:43) Tax Residency, Ordinary Residence and Domicile(12:13) Working Abroad and Bringing Savings Back to Ireland(15:39) Tax Planning Before Leaving Ireland(21:41) How Double Taxation Agreements Really Work(24:02) Tax Compliance Versus Tax Planning(27:50) Why Specialist Cross-Border Tax Advice Matters(31:17) Moving to Ireland and the Non-Dom Rules(38:24) When Tax Savings Come With a Lifestyle Cost(42:13) Planning Ahead Before an International Move

    Tax Issues to Consider When Departing Ireland with Stephanie Wickham (Ask About Wealth podcast)

  5. Aug 4

    US Tax Planning When Moving to Ireland: Essential Steps

    Moving from the United States to Ireland creates a tax position that can be more complicated than many people expect. US citizens generally remain within the US tax system after moving abroad, while becoming liable to Irish tax under Ireland’s rules on tax residency, domicile and income source. US tax planning when moving to Ireland is the focus of this episode with Stephanie Wickham and US expatriate tax specialist Josh Katz. They explain how state residency, foreign tax credits, filing deadlines and investment rules can affect Americans living in Ireland. Stephanie and Josh also discuss how US state tax residency can continue to affect Americans after they move to Ireland, estimated US tax payments, and why taking advice before the move can help estimate the Irish liability. Planning before the move is essential. Selling shares, funds or a US property before becoming Irish tax resident may produce a different result from selling after arrival, particularly where Irish Capital Gains Tax would otherwise apply. Timing can make a real difference, although pre-arrival sales are not automatically appropriate for everyone. Key Topics in this Episode: why leaving the US does not automatically end state tax exposurehow foreign tax credits may reduce US tax on income taxed in Irelandwhy mid-year moves and mismatched filing deadlines cause practical problemshow estimated US tax payments can affect cash flow after movingwhy PFIC rules matter when Americans buy Irish or European fundswhen selling investments or property before arrival may be worth consideringhow Irish and US tax advisers coordinate cross-border tax returnswhen detailed planning is valuable and when the first tax return may be sufficient About Josh Katz: Josh Katz is a US CPA and the founder of Universal Tax Professionals. He specialises in US tax compliance and planning for Americans living abroad and works with clients in more than 50 countries. His work covers annual US tax returns, FBAR reporting, foreign companies, trusts, investments, compliance programmes and cross-border tax planning. He regularly works with Americans living in Ireland, people moving between Ireland and the United States, and taxpayers who have only recently discovered that they should have been filing US returns. Get in touch with Josh Katz & Universal Tax Professionals: Website: https://universaltaxprofessionals.com/ LinkedIn: https://www.linkedin.com/in/joshuanathankatz/ Email: info@universaltaxprofessionals.com ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Introduction(00:38) When US Expats May Still Owe Tax(01:49) US State Tax Residency After Moving Abroad(03:55) Timing Issues in the First Year in Ireland(05:47) Quarterly US Tax Payments and Cash Flow(08:44) Foreign Tax Credits and Treaty Misunderstandings(11:16) PFIC Rules for Non-US Funds and ETFs(13:13) Investment Options for Americans in Ireland(15:06) Tax Planning Before Moving to Ireland(18:28) Coordinating Irish and US Tax Returns(19:17) Working with Josh and His US Tax Team(21:07) Closing Remarks and Tax Disclaimer

    US Tax Planning When Moving to Ireland: Essential Steps

  6. Jul 21

    US Tax Filing Rules for Americans Living in Ireland

    US tax filing for Americans in Ireland can involve annual IRS returns, foreign bank account reporting and careful coordination with Irish tax obligations. In this episode, Stephanie Wickham speaks with US CPA Josh Katz about what Americans living abroad must file, why filing does not necessarily mean paying tax twice, and how missed returns can often be corrected. Stephanie and Josh also explain the Streamlined Filing Compliance Procedures, which may help Americans who failed to file because they genuinely did not know about their obligations. Eligible taxpayers may be able to submit a limited number of past tax returns and FBARs, together with a statement explaining that the failure was non-wilful. Finally, they consider the practical challenge of coordinating Irish and US filing dates. US returns are generally due earlier than Irish income tax returns, although Americans abroad may have access to automatic and requested extensions. Where US tax may be payable, an estimated payment may still be needed by the April deadline to reduce interest or penalties. About Josh Katz: Josh Katz is a US CPA and the founder of Universal Tax Professionals. He specialises in US tax compliance and planning for Americans living abroad and works with clients in more than 50 countries. His work covers annual US tax returns, FBAR reporting, foreign companies, trusts, investments, compliance programmes and cross-border tax planning. He regularly works with Americans living in Ireland, people moving between Ireland and the United States, and taxpayers who have only recently discovered that they should have been filing US returns. Get in touch with Josh Katz & Universal Tax Professionals: Website: https://universaltaxprofessionals.com/ LinkedIn: https://www.linkedin.com/in/joshuanathankatz/ Email: info@universaltaxprofessionals.com ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Introduction to US Tax for Americans Abroad(00:50) Meet Josh Katz of Universal Tax Professionals(03:22) Why Americans Abroad Still Need to File(04:23) FBAR Reporting and Foreign Bank Accounts(06:18) Common US Expat Tax Misconceptions(08:16) PFIC Rules and Foreign Investment Risks(10:38) Catching Up on Missed US Tax Returns(13:02) When Professional Tax Advice Is Helpful(14:55) Coordinating Irish and US Tax Returns(18:03) Foreign Tax Credits and Double Taxation(19:10) Irish and US Filing Deadlines(21:24) Estimated Payments and Late Payment Risk

    US Tax Filing Rules for Americans Living in Ireland

  7. Jul 7

    Practical Planning for Expats Returning to Ireland

    Returning to Ireland can be far more complicated than booking flights and packing boxes. In this episode of Taxbytes For Expats, Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the emotional and practical realities of moving back. They discuss planning, documentation, accommodation, support networks, and why “home” can feel different after years abroad. It is a practical conversation for Irish expats thinking about returning, especially those unsure where to start. The conversation looks beyond the romantic version of “coming home” and into the practical details that can catch people out, from housing and school places to PPS numbers, medical records, employment and support services. Sarah explains that people often speak to Crosscare about practical matters first, but the emotional adjustment comes up naturally in conversation. Many returning emigrants find it difficult to say they are struggling, especially when family members have been hoping for their return. That can make the transition feel isolating, even when the move was wanted. This conversation is a useful starting point for any returning Irish expat, family or professional who wants to make the move with fewer surprises and a clearer sense of what needs to happen next. Main TopicsThe emotional adjustment of returning to Ireland and why “home” can feel different after time abroad.Practical planning before moving back, including work, schools, location and family needs.Key documents to gather before leaving another country, such as medical records, birth certificates and marriage certificates.Accommodation challenges for returning Irish expats in the current Irish housing market.Support available through Irish networks abroad, Citizens Information and Crosscare Irish Diaspora Support Project. About the GuestSarah Owen works with Crosscare Irish Diaspora Support Project, a government-funded service supporting Irish people abroad and those returning to Ireland. The project provides information, guidance and signposting for a wide range of situations. Some people are planning a return years in advance. Others are coming home because of crisis, conflict, deportation or sudden changes in personal circumstances. Crosscare helps people understand where to start, what services may be relevant and what practical steps they may need to take. Sarah brings a grounded and compassionate perspective to the conversation, with a clear understanding that returning to Ireland can be both a hopeful and stressful experience. Website: https://diasporasupport.ie/ LinkedIn: https://www.linkedin.com/in/sarahelisabethowen/ ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Welcome to Taxbytes for Expats(00:49) Why Returning “Home” Can Feel Different(01:33) The Emotional Side of Moving Back to Ireland(04:36) Planning Before You Return(05:34) Documents to Gather Before Leaving(06:28) Accommodation and the Reality of Ireland’s Housing Market(08:49) Support Networks for Irish People Abroad(12:25) Why Online Advice Needs a Pinch of Salt(14:48) Where to Start If You’re Thinking of Coming Home(17:46) How Crosscare Supports Returning Irish Expats

    Practical Planning for Expats Returning to Ireland

  8. Jun 16

    Returning to Ireland: What Irish Expats Need To Know

    Returning to Ireland can look straightforward from the outside. You know the place, you may have family here, and there is often a comforting idea that moving home should be easier than moving away. As Sarah Owen explains in this episode, that is not always how it works in practice. Stephanie Wickham speaks with Sarah Owen from Crosscare Irish Diaspora Support Project about the real-life issues facing Irish citizens and their families when they are emigrating or returning to Ireland. Sarah explains why planning a return should include more than flights and shipping boxes. It highlights the importance of checking housing options, PPS numbers, school places, healthcare access, social welfare eligibility and local supports before the move, especially where the return is happening quickly. For anyone also dealing with foreign income, foreign savings, foreign assets, tax residency or cross-border tax questions, this episode is a useful reminder that the practical and financial pieces often overlap. Personalised tax advice may still be needed where the timing of the move affects Irish tax resident status, worldwide income, Irish-source income or future tax compliance. About the GuestSarah Owen is Project Leader with Crosscare Irish Diaspora Support Project, a Dublin-based nonprofit funded by the Government of Ireland. Crosscare provides information and advocacy assistance to Irish citizens moving abroad and returning to Ireland, with a particular focus on people who are marginalised or in crisis. Sarah is a dual Irish and French citizen with lived experience of migration. She has worked in Irish diaspora support and engagement for almost 15 years, across frontline support, policy, research and outreach. Her work is grounded in helping people make informed migration decisions, rather than pushing them towards or away from returning. Website: https://diasporasupport.ie/ LinkedIn: https://www.linkedin.com/in/sarahelisabethowen/ ***** Use the link below and quote "Expat Taxes" when registering with Currencies Direct to receive a €50 One4All or Amazon voucher when you transfer €5000 or more in your first six months with Currencies Direct. *Click here for a special offer from our sponsor, Currencies Direct* ***** If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify. Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/book-a-consult/. ***** Chapters: (00:00) Welcome to Taxbytes for Expats(00:30) Introducing Sarah Owen and Crosscare Irish Diaspora Support Project(02:01) Sarah’s background and lived experience of migration(03:59) How Crosscare supports Irish citizens abroad and returning home(07:37) Recent trends in Irish emigration and return migration(09:46) Sponsor Message: Currencies Direct(10:32) Why returning to Ireland is not always straightforward(12:40) Information, advocacy and making an informed return(13:59) Social welfare, housing supports and habitual residence(15:45) Red tape, GP access, schools and family supports(16:52) Reverse culture shock, identity and belonging(18:44) How long it can take to feel settled back in Ireland

    Returning to Ireland: What Irish Expats Need To Know
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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.

Information

  • Creator
    Stephanie Wickham, ExpatTaxes.ie
  • Years Active
    2022 - 2026
  • Episodes
    89
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Stephanie Wickham, ExpatTaxes.ie
  • Show Website
    Taxbytes for Expats

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