Marc Westlake, a Chartered Financial Planner and Managing Director at Everlake, brings a wealth of knowledge in wealth management and tax-based services for families and foreign nationals in Ireland in this episode of Taxbytes For Expats.

Join us for Part 1 of this enlightening conversation as we unpack the layers of financial planning and tax considerations for expats living in Ireland. Marc's unique blend of professional expertise and personal experience makes for an informative and engaging discussion that you won't want to miss!

Main Topics discussed in this Episode

1. Marc introduces Everlake, explaining its focus on wealth management and tax-based services for expatriates in Ireland, particularly from the US, the UK, and South Africa. He shares his personal journey of moving from the UK to Ireland and how this experience shapes his expertise.
2. We delve into the complexities of the Irish tax system, especially for foreign investments, and discuss the importance of informed decision-making in tax planning.
3. Marc talks about the bigger picture of financial planning, encouraging people to enjoy their money and focusing on lifestyle goals rather than just financial objectives.
4. A detailed discussion on Section 72 policies in Ireland, their costs, and effectiveness. Marc offers insights into alternative estate planning strategies that might be more beneficial than traditional insurance policies.
5. Marc stresses the importance of aligning financial solutions to client-specific problems rather than a one-size-fits-all approach, underscoring the potential conflicts of interest in commission-based financial products.

T​his episode is Part 1 of my conversation with Marc, with Part 2 to come in two weeks. I​f you're interested in engaging Marc in his services, get in touch via the Everlake website (https://everlake.ie/​).

​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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

In this episode we had a fantastic chat with Matthew, an Australian expat who, with his Irish wife, embarked on an adventurous move from Melbourne to Ireland. Matthew, who you might know from his podcast "From My Home to Yours," dives deep into their personal journey, sharing the ups and downs, the laughs and the challenges they faced along the way.

We talk about everything from dealing with visa issues and financial planning to adapting to the Irish way of life (and searching for that perfect cup of coffee!).

If you're curious about what it's like to uproot your life and start anew in Ireland, this episode is just for you. It's packed with heartfelt stories, practical tips, and a good dose of Aussie charm. Tune in to get a real feel of what moving to Ireland entails, and remember, for any specific tax advice, our team at ExpatTaxes.ie is always here to help.

Main Topics discussed in this episode:

1. An introduction to Matthew's journey with his wife from Melbourne to Ireland, including where they met and why they decided to move.
2. Insights into adapting to life in Ireland, including differences in lifestyle, culture and weather.
3. The challenges and strategies to moving internationally, focusing on packing up their life in Australia and navigating bureaucracy in Ireland.
4. Employment prospects, remote work, and financial planning for the move.
5. Matthew's observations on Irish culture, including aspects like coffee culture in Ireland compared to Melbourne.
6. Reflections on settling in Ireland, the emotional impact of emigration, and thoughts on potentially returning to Australia in the future.
7. Practical advice for others considering a similar move, emphasizing the importance of preparation and managing expectations.

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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

In this inspiring episode of Tax Bytes for Expats we join Marcus Bailey, an American expatriate who recently made the life-changing move to Ireland. Marcus shares his personal journey - from his emotional connection after arriving in Ireland first in 1995, to the practical challenges of immigration, setting up a new home and adapting to a new life. With insights into the Irish weather, the warmth of the local community, and navigating the complexities of the Irish immigration system, this episode is a treasure trove of tips for expats contemplating a move to Ireland from America.

Join us as Marcus offers invaluable advice for handling finances and real estate to embracing the local culture, all while reinforcing the importance of patience and local guidance in adapting to a new country.

Main Topics discussed in this episode:

1. Marcus's emotional bond with Ireland since his first visit in 1995.
2. Navigating the Irish immigration system, its current stresses, and the importance of patience and understanding local nuances.
3. Managing finances, the importance of budgeting for the long-term, and the role of professional tax advice in relocation.
4. Insights into finding housing, adjusting to the Irish weather, and the community's warm welcome.
5. The ease of using technology in Ireland for everyday transactions and banking compared to decades ago.
6. The steps involved in obtaining an Irish driver's license.
7. Marcus's efforts to integrate into the local community and his admiration for the Irish language and culture.

If this episode resonated with you, we'd love to hear your thoughts! 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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

This week we delve into the fascinating journey of Jenny Stein, an expat who has experienced the richness of life across many continents. From her initial move from the United States to Milan for industrial design to eventually settling in Ireland with her Oscar-winning husband, Jenny's story is a tapestry of cultural experiences and professional endeavors. In this episode, she shares her unique insights into adapting to life in Ireland, the challenges and rewards of integrating into Irish culture, and the practicalities of settling across three countries with a disparity of funds and governments. While the complications of managing finances, relationships and jobs across many countries can be a burden, Jenny offers sound advice for those considering the journey.

Join Stephanie this week to find out Jenny's experience with learning the Irish language and becoming part of the local community in Roundwood while Jenny eloquently narrates her life's journey and the serendipitous events that led her to call Ireland her home.

Main Topics discussed in this episode:

1. Jenny's background in industrial design, her and her husband's careers leading to various international relocations, including Milan and Ireland.
2. The decision to settle in Ireland, the process of finding and buying a property, and adapting to life in a rural Irish community.
3. Jenny's efforts to integrate into Irish culture, including learning the Irish language and joining local community groups like beekeeping.
4. Practical challenges encountered during the move, such as dealing with bureaucracy, shipping household goods, and bringing pets internationally.
5. Jenny's perspective on the expat community in Ireland and her relative distance from typical expat networks.
6. Jenny's reflections on life in Ireland, including what she misses about the United States and what she appreciates about Ireland, such as its nimbleness and welcoming nature.

If this episode resonated with you, we'd love to hear your thoughts! 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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

In this episode we speak with Jessica Beall of Beall Tax Consulting about the US state tax system. Jessica and I talk about how the state tax system works and she shares the common issues taxpayers can encounter with US state taxes, particularly when departing the US. We cover the Irish/US Double Tax Agreement and its application for state taxes, as well as an overview as to how the state tax system works. This episode is geared to for anyone dealing with US state taxes and the US-Ireland Double Tax Agreement. So if you are a US citizen, have recently left the US or have assets/income that remain taxable in the US state tax system this episode is well worth a listen.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

In this episode of Taxbytes for Expats, we are thrilled to have a special guest, Jose Barros, a Lisbon-based tax lawyer who has particular expertise in Portugal's Non-Habitual Residency (NHR) tax scheme. With years of experience in international tax planning, Jose will share his insights on why Portugal has become such an attractive destination for expatriates and investors. Join us as we dive into the intricacies of the NHR regime, its tax advantages, eligibility criteria, and even a glimpse into crypto taxation in Portugal. In this episode, Jose will provide an overview of why Portugal has emerged as a preferred destination for those seeking a change in residency. From its stunning landscapes to a vibrant cultural scene, Portugal offers more than just tax benefits. Jose will share his perspective on what makes Portugal an enticing choice for expatriates. The Non-Habitual Residency Regime What exactly is the Non-Habitual Residency regime, and what does it mean for those considering a move to Portugal? Jose will break down the key aspects of this unique tax scheme, shedding light on how it can be a game-changer for your financial planning. Tax Advantages of the Scheme One of the main draws of the NHR scheme is its tax advantages. Jose will discuss the significant tax benefits that come with being an NHR in Portugal, including exemptions and reduced rates. Qualifying for the NHR Scheme Understanding the eligibility criteria is crucial for those interested in the NHR scheme. Jose will provide valuable insights into who can qualify, what you need to do to meet the requirements, and how to start the application process. Crypto Taxation in Portugal For those involved in cryptocurrency, Portugal's approach to crypto taxation is of particular interest. Jose will touch on how Portugal views cryptocurrencies for tax purposes, offering clarity to crypto enthusiasts and investors. To learn more about Portugal's Non-Habitual Residency tax scheme, Jose Barros can be reached at [email protected]. Join us in this episode as we explore the opportunities that Portugal's NHR scheme presents.

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

In this episode we speak with Property Specialist Lisa O'Reilly of LOR Property Solutions about the pitfalls and opportunities for landlords in the Irish market. This episode is for you if you are considering renting property in Ireland and unsure of the issues/opportunities in this space.

Segment 1: Rent Caps Irish rental market overview. Explanation of rent caps and how they affect landlords. Understanding the Residential Tenancies Act. Tips for staying compliant with rent caps.

Segment 2: Finding the right property factors to consider when choosing an investment property. Location, location, location: Exploring ideal areas for investment. Types of properties popular with renters. Working with local real estate agents.

Segment 3: Tenant's Rights An overview of tenants' rights and protections in Ireland. The importance of a well-drafted lease agreement. Handling tenant complaints and issues professionally. Eviction laws and the eviction process in Ireland.

Segment 4: Registrations The legal obligations of landlords in Ireland. Registering with the Residential Tenancies Board (RTB). Maintaining records and documentation. Penalties for non-compliance.

Segment 5: Tax Tips and Rules Understanding Irish taxation for landlords. Deductible expenses and tax benefits. Capital gains tax implications. Professional advice and tax planning.

Segment 6: How Lisa's company - LOR Property Solutions Can Assist - The Model They Offer The benefits of joining a landlord association. LOR's resources, support, and educational opportunities. How LOR can help you navigate the Irish rental market.

Segment 7: Rates of Return Calculating your return on investment (ROI). Factors affecting rental income and ROI. Long-term vs. short-term rentals. Maximizing profits while providing quality housing. It's no secret that the Irish rental market can be both rewarding and challenging, but with the right knowledge and support, you can make the most of your investment.

If you have any questions or would like to learn more about specific topics covered in this episode, feel free to reach out to us or contact Lisa directly via her website https://lorpropertysolutions.ie/

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

In this episode of the podcast we explore the intricacies of foreign currency conversions and the challenges faced by expats. In this episode, we sat down with Alex Willson, from Currencies Direct, to shed light on the crucial considerations for expats moving to and from Ireland. Alex brings years of experience in the field of currency exchange and a wealth of knowledge on the unique financial landscape expats encounter when relocating. Together, we delve into the complexities surrounding foreign currency conversions, exploring the specific issues that expats should keep in mind when managing their finances during the transition to or from Ireland. Throughout the episode, we address key topics such as exchange rates, transfer fees, and the impact of currency fluctuations on expats' savings and investments. Alex offers valuable insights and practical tips on how to navigate these challenges effectively, ensuring that expats can make informed decisions about their financial future. Whether you're a seasoned expat or contemplating a move to Ireland, this episode is a must-listen. Alex Willson's expertise will help demystify the often-confusing world of foreign currency conversions and empower you to make smarter financial choices during your transition.

If you need assistance with currency please reach out to Alex at [email protected] and also check out their website

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!

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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

Are you an expat dreaming of settling down in the beautiful country of Ireland? Look no further! In our latest podcast episode of "Taxbytes for Expats," join us as we speak with Paul Quinlan, a Waterford based Irish Mortgage Adviser, to uncover the insider tips and tricks on how expats can secure a mortgage in Ireland. Moving to a new country can be a daunting experience, especially when it comes to navigating the complex world of mortgages. In this interview, Paul Quinlan will share his extensive knowledge and expertise, guiding expats through the process of obtaining a mortgage in Ireland smoothly and efficiently.

Additionally, our conversation will delve into the potential challenges that expats may face during the mortgage application process. Paul will shed light on common pitfalls and offer practical solutions to overcome them. Whether it's dealing with documentation, understanding legal requirements, or avoiding unexpected fees, this episode will equip expats with the knowledge they need to make informed decisions and avoid costly mistakes.

As a seasoned mortgage adviser, Paul Quinlan has helped countless expats achieve their dreams of homeownership in Ireland.

If you need assistance with mortgage advise please reach out to Paul on [email protected]

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.

Click here for Currencies Direct Special Offer

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/book-a-consult/?utm_source=podcast&utm_medium=CaptivateFM&utm_campaign=episode.

In this episode of the podcast, we speak with Brad Murphy, a tax lawyer based in Melbourne, about the complexities of Australian tax residency and the important tax rules that come into play when selling Australian property. Brad takes us through how the Australian tax system works in relation to property sales, highlighting important hints, tips and pitfalls to be aware of when making the move. We also touch on the Irish tax issues to be aware of in this respect. This episode is a must-listen if you're an Australian planning to move to Ireland, own and rent Australian property while living overseas, are unsure of your tax residency status, or planning to sell an Australian residential property. Tune in for valuable insights from a seasoned tax professional.

As always book a consult with us at expattaxes.ie if you need assistance with your Irish tax queries.

And for your Australian queries please contact Brad and his team at [email protected]

Mentioned in this episode:

Check out ExpatTaxes.ie to get your Tax sorted!