Taxbytes for Expats

Stephanie Wickham, ExpatTaxes.ie
  • 5.0 (7)
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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. 5d ago

    Moving to Ireland: What Expat Life Really Feels Like

    Moving to Ireland involves far more than sorting accommodation, paperwork and the practical details of relocation. In this episode, Stephanie Wickham speaks with Australian expat Matthew Bliss about settling into life in Ireland, the culture shock that can catch newcomers by surprise and why the adjustment may take longer than expected. They discuss Irish driving habits, unwritten social rules, reverse culture shock and the value of staying open-minded while building a new life abroad. For many expats, the unexpected part of relocating is not the formal process. It is learning how everyday life actually works once you arrive. The pace can feel different. Social habits are different. Even something as ordinary as driving can reveal a whole collection of unwritten rules that nobody thought to mention beforehand. Perhaps the most useful advice from the conversation is simply to remain open to what happens during those first months. Preparation matters enormously, but nobody can prepare for every small surprise. And, as both Stephanie and Matthew demonstrate, sometimes the best thing you can do is accept that the car in front of you may stop for a chat! Get in touch with Matthew Bliss LinkedIn: https://www.linkedin.com/in/matthew-bliss/ Website: https://www.mbpod.com/ "From My Home to Yours Podcast": https://fmhtypodcast.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 Taxbytes For Expats(00:49) Moving to Ireland: Matthew's Expat Experience(01:16) Why Settling into Ireland Can Take 18 Months(02:03) Identity, Belonging and Reverse Culture Shock(02:42) Irish Driving Habits and Unwritten Rules(03:43) Stephanie's Culture Shock Moving to Australia(05:53) Parking, Road Etiquette and Irish Driving Culture(07:43) The Irish Tradition of Waving to Other Drivers(10:00) Giving Way on Ireland's Narrow Country Roads(12:09) How Irish Drivers Handle Unexpected Situations(14:02) Preparing for the Unexpected When Moving to Ireland(15:31) Final Advice for Expats and Closing Thoughts

    Moving to Ireland: What Expat Life Really Feels Like

  2. Oct 20

    Irish Residency for Expats and Renting Your Property

    Irish tax residency for expats is only one part of the picture when moving countries. In this episode, Stephanie Wickham speaks with Australian expat Matthew Bliss about the difference between tax residency and immigration residence in Ireland, planning around citizenship and reckonable residence, and the reality of keeping an Australian rental property while living here. They also discuss foreign rental income, cross-border tax returns and the practical workload that comes with managing property from the other side of the world. They also discuss reckonable residence and why someone planning for citizenship needs to think carefully about time spent outside Ireland. Matthew describes the administrative side of the process and the difficulty of finding a simple answer when immigration information is spread across multiple official resources. For anyone moving to Ireland while retaining a rental property abroad, cross-border planning works better when both countries are considered together. Tax residency, foreign rental income, overseas filing obligations... Sorting out those questions before you move generally gives you considerably more room to plan than trying to reconstruct the position afterwards. Get in touch with Matthew Bliss LinkedIn: https://www.linkedin.com/in/matthew-bliss/ Website: https://www.mbpod.com/ "From My Home to Yours Podcast": https://fmhtypodcast.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 Taxbytes for Expats(00:50) Irish Residency, Marriage Visas and Immigration(03:08) Planning for Irish Citizenship and Naturalisation(04:39) Tax Residency vs Immigration Residency in Ireland(05:57) Immigration Advice and Getting the Rules Right(08:36) Sponsor Message: Currencies Direct(09:22) Managing an Australian Rental Property from Ireland(10:23) Time Zones, Tenants and Property Management Challenges(12:03) Choosing a Reliable Property Agent Abroad(13:19) Australian Tax Returns and Foreign Rental Income(14:29) Cross-Border Tax, Remittances and Non-Resident Obligations(15:47) Mortgage Administration and the Realities of Overseas Property Ownership

    Irish Residency for Expats and Renting Your Property

  3. 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

  4. 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

  5. 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

  6. 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)

  7. 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

  8. 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
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About

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
    91
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Stephanie Wickham, ExpatTaxes.ie
  • Show Website
    Taxbytes for Expats

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