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Taxbytes for Expats

Stephanie Wickham, ExpatTaxes.ie
Taxbytes for Expats
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  • Irish Taxation, Starting a Business and the Story behind Expat Taxes (Business Matters with Karl Fitzpatrick)
    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 and its web-based application for simplifying the tax remittance process.Listen to Business Matters with Karl Fitzpatrick:Website: https://www.southeastradio.ie/south-east-radios-business-matters-with-karl-fitzpatrick/Spotify: https://open.spotify.com/show/4hGsJ9KB3YVa0M0iXMWyEcApple Podcasts: https://podcasts.apple.com/ie/podcast/business-matters-with-karl-fitzpatrick/id1540616577*****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 [email protected] 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 DirectThis 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
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  • U.S. Exit Taxes and why you should Renounce Citizenship in 2025 with Alexander Marino (Part 2)
    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 avoid it), what being a “covered expatriate” actually means, and why some clients are better off paying millions in exit tax now rather than tens of millions in estate tax later. We also discuss some common myths like assuming a high-tax country means you’re covered, or thinking a long-expired green card means you’re off the hook.The key thing to note here is: this isn’t about being dramatic. For many U.S. expats living in Ireland or abroad, stepping away from the U.S. tax net is a practical financial decision—but it has to be done right. Alex shares how his team helps people navigate this process and why now might be the best window in history for high-net-worth individuals to consider it.If you’re feeling stuck or unsure about your U.S. status, don’t put it in the “too hard” basket. As always, professional advice is essential but hopefully this episode gives you a strong foundation to start asking the right questions.This is Part 2 of a two-part conversation with Alexander Marino. For Part 1, make sure you subscribed to the podcast.Main Topics discussed in this Episode:Understanding the U.S. Exit Tax: We unpack how the U.S. exit tax works and why avoiding it comes down to good planning, not good luck.Covered Expatriate Rules: Alex explains what makes someone a “covered expatriate” and the costly consequences that can follow.Green Card Holders Are Not Off the Hook: Letting a green card expire doesn’t end your U.S. tax obligations—many are surprised to learn they’re still on the hook.When Tax Treaties Don’t Protect You: Tax treaties help avoid double tax, but they offer no protection when only the U.S. taxes an event.Why Now May Be the Smartest Time to Act: Current exemption levels make this an unusually favourable moment to plan an exit from the U.S. tax system.Get in touch with Alex Marino:Email: [email protected]: https://moodysprivateclient.com/team/marino-alexander/LinkedIn: https://www.linkedin.com/in/alexander-marino-45a76b26/*****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 [email protected] 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...
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  • Renouncing U.S. Citizenship as an Expat the Right Way with Alexander Marino (Part 1)
    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 complexities of renouncing US citizenship or terminating long-term green card status.We dig into why more expats are choosing to renounce, what really drives the decision (it’s not just politics!) and how US tax obligations can quietly snowball into a long-term financial and emotional burden. Alex walks us through the real risks and makes the case for getting clear, strategic advice if you’re considering this path.This is Part 1 of a two-part conversation with Alexander Marino. Subscribe to make sure you get Part 2 next time.Main Topics discussed in this Episode:Why Expats Are Renouncing US Citizenship: Alex shares the key reasons people take this step, from sky-high compliance costs to the frustration of being taxed by two countries on the same income.The Emotional and Financial Decision-Making Process: This comes up a lot with clients: the emotional attachment to US citizenship can cloud what’s otherwise a straightforward financial decision.The Hidden Tax Pitfalls for US Expats Abroad: Alex outlines the tax landmines US citizens often don’t see coming when they live overseas, especially in high-tax jurisdictions like Ireland.What It Really Means to Renounce—And Do It Right: Alex explains that renouncing properly isn’t just handing over a passport. Timelines, Triggers, and Taking Action: We cover when to start the process, what triggers might make it urgent (like selling a property), and why wait times at embassies can be longer than you think.Get in touch with Alex :Email: [email protected]: https://moodysprivateclient.com/team/marino-alexander/LinkedIn: https://www.linkedin.com/in/alexander-marino-45a76b26/*****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 [email protected] 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:Check out ExpatTaxes.ie to get your Tax sorted!Special Offer from our Trusted Partner, Currencies DirectThis 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...
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  • UK Tax Changes: Non-Domicile Remittance, FIG and Remote Work with Dan Howse (Part 2)
    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 to the UK, this will help you figure out what's been happening in the UK and if you're impacted by the changes.Dan walks us through what’s changing, from the scrapping of the remittance basis of tax to the introduction of the new Foreign Income and Gains (FIG) regime. We talk about transitional rules, short vs long-term tax planning opportunities, the practical implications for remote workers, and how these shifts affect the UK’s tax appeal for expats compared to other countries (Ireland included, we still have a remittance basis FYI!).As ever, it’s about helping our clients not just stay compliant but make informed, strategic choices. There’s plenty in here for individuals and employers alike, especially if you’ve got staff moving between the UK and Ireland or further afield.Main Topics discussed in this Episode:Abolition of the UK Domicile Concept & Remittance Basis: Dan explains the end of domicile as a tax concept in the UK and how the remittance basis has been replaced, simplifying the system but reducing long-term planning opportunities.Introduction of the Foreign Income and Gains (FIG) Regime: The new FIG regime allows qualifying individuals to be taxed only on UK income and gains for their first four years of UK residence, creating new opportunities for returning expats and inbound professionals.Overseas Workday Relief and Remote Work Implications: The changes expand access to overseas workday relief, making it easier for cross-border workers and frequent travellers to claim UK tax exemptions on non-UK workdays.Impact on Long-Term Planning and Inheritance Tax Exposure: With fewer incentives for long-term non-doms, the UK may lose its appeal for high-net-worth individuals, prompting a need to re-evaluate estate planning and domicile assumptions.Ireland’s Position in Contrast to UK Changes: Stephanie highlights how Ireland’s retention of the remittance basis may become more attractive in comparison, especially for those considering their next move.Get in touch with Dan Howse:Email: [email protected]: https://www.linkedin.com/in/daniel-howse*****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 [email protected] 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...
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  • Remote 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 before saying yes to remote work requests, and the hidden costs that can catch you off guard if you don't plan for it.The key thing to note here is that tax and social insurance are not the same, but sound financial and tax advice from an expert like Dan Howse is the best way to find the best answer for you.Main Topics discussed in this Episode:Remote Working After COVID and Brexit: More people are living in one country and working in another but many employers still aren’t ready for it.Social Insurance vs Tax: They're not the same, and mixing them up can cost you and should be addressed separately and deliberately.Cross-Border Rules Between Ireland and the UK: Despite Brexit, many of the old EU rules still apply between Ireland and the UK.Employer Responsibilities and Risks: If your employee works abroad, you could be on the hook; even if you didn’t know.Why Individuals Should Care About Social Insurance: It’s not just about payroll: this affects your pension, maternity leave and more.*****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 [email protected] 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 DirectThis 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 OfferCheck out ExpatTaxes.ie to get your Tax sorted!
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About Taxbytes for Expats

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.
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