Taxbytes for Expats

By: Stephanie Wickham ExpatTaxes.ie
  • Summary

  • 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.
    Copyright 2024 Stephanie Wickham, ExpatTaxes.ie
    Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • Making Irish Immigration Transparent, Sustainable and Simple with Tom Ryan
    Nov 5 2024

    Immigration 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 your application being approved.

    If you're thinking about immigrating to Ireland for any reason, my interview with Tom Ryan is a great starting point to set your expectations and inform you about the immigration process.

    There's even a special offer of a free 30-minute consultation with Ireland Relocations! So if you're in the planning stages, send an email to grainne.convery@croningroup.ie and mention "Taxbytes For Expats" to take advantage of this offer.

    Main Topics discussed in this Episode:

    1. Know Your Visa Path: Irish and EU nationals don’t need to go through immigration procedures to retire in Ireland, but non-EU nationals do. It's important to plan ahead and understand the application process, which can take up to four months.
    2. Income and Financial Requirements: Retirees need to prove sufficient income—€50,000 annually per individual, or €100,000 for a couple—as well as access to a lump sum of €320,000 to meet immigration requirements.
    3. Stamp Zero Explained: If you're retiring in Ireland as a non-EU national, you'll need to secure a Stamp Zero, which does not allow for economic activity, meaning you'll need to be self-sufficient with no reliance on public resources.
    4. Family Migration: Irish nationals can bring non-EU spouses or elderly parents to Ireland under family reunification policies. However, income thresholds apply, and the process involves several layers of documentation and proof of resources.
    5. Application Timing is Key: Start your renewal process six months before your permit’s expiration to avoid falling out of status. Missing deadlines can delay applications and affect your immigration status, but the Department of Justice may offer some flexibility depending on circumstances.

    Website: https://ireland-relocations.com/

    *****

    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/services-and-pricing/.

    Show More Show Less
    28 mins
  • "Expat Taxes with Stephanie Wickham" - Informed Decisions Podcast Episode
    Oct 15 2024

    Hi 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 the Informed Decisions podcast:

    Apple Podcasts: https://podcasts.apple.com/ie/podcast/informed-decisions-independent-financial-planning-money/id1150625286

    Spotify: https://open.spotify.com/show/4lKmVLCNxnI8UZTtxQKR3g

    Amazon Music: https://music.amazon.com/es-us/podcasts/974b7de8-b989-45d5-aca5-a4cf9dc7add3/informed-decisions-independent-financial-planning-money-podcast

    Website: https://informeddecisions.ie/category/podcast/

    *****

    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/services-and-pricing/.

    Show More Show Less
    51 mins
  • Claim more Tax Credits on your Irish Tax Return (SUMMER REPLAY)
    Oct 1 2024

    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 you to hang onto those medical expense and non-routine dental receipts to claim some tax back.

    Main Topics discussed in the episode

    • Tax credits often missed or overlooked for Irish taxpayers
    • Health insurance tax credit: when an employer provides health insurance as a benefit, and the employee pays tax on that benefit.
    • Home carer tax credit - available in situations where one spouse is a stay-at-home parent and the couple is jointly assessed.
    • Joint assessment for married couples - the advantages and considerations when deciding to be jointly or separately assessed.
    • Other common tax credits and deductions - medical expenses, non-routine dental expenses, and remote working expenses.

    Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as legal or tax advice. Always consult with a qualified tax advisor or accountant regarding your specific situation. The hosts and guests of this podcast disclaim any liability for actions taken based on the information discussed.

    *****

    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/services-and-pricing/.

    Mentioned in this episode:

    Special Offer from our Trusted Partner, Currencies Direct

    This episode is brought to you by Currencies Direct, our trusted currency exchange partner when transferring currency to or from Ireland. 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 Currencies Direct Special Offer

    Show More Show Less
    16 mins

What listeners say about Taxbytes for Expats

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.