Tax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1)

Everlake: Insightful Wealth Management Advice

Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overwhelming. In this two-part conversation, Marc Westlake sits down with chartered accountant and Expat Taxes founder, Stephanie Wickham, to unpack the critical issues facing internationally mobile families.

In Part 1, Marc and Steph explore the common crossroads expats face when seeking financial and tax advice: what to do, what it costs, and why working with joined-up professionals matters. They explain essential concepts like tax residency, domicile and the remittance basis of taxation, while also highlighting how behavioural decisions and lifestyle choices affect long-term planning.

Having two experts like Marc and Steph available to discuss tax and finance issues is incredibly rare - that’s why this Part 1 is an ideal listen for anyone in Ireland curious about tax management and rules. And if you’re an expat thinking about a move to or from Ireland, this episode is made just for you.

Main Topics:

1. The Power of Collaborative Advice: Marc and Steph explore how working together (tax advisor and financial planner) leads to clearer, more effective outcomes for clients, especially those with cross-border complexities.
2. Residency and Domicile Explained: A deep dive into two key tax concepts in Ireland: residency and domicile, and why understanding them is essential for any expat or returning Irish citizen planning their move.
3. Cost vs Value in Professional Advice: They discuss the true “cost” of advice and why good planning may feel expensive upfront, but often saves tens of thousands in the long run.
4. The Emotional and Lifestyle Dimensions of Tax Planning: Marc and Steph highlight how life events, family decisions, and personal intentions influence tax outcomes and why clarity about your goals is just as important as the numbers.
5. Common Mistakes Expats Make: From mishandled investments to assumptions based on home country rules, the episode outlines the avoidable traps many expats fall into and how to navigate them confidently.

Find out more about Stephanie Wickham & Expat Taxes:

Expat Taxes Website: https://www.expattaxes.ie/

Subscribe to her podcast: https://expattaxes.ie/taxbytes-for-expats-podcast/

LinkedIn: https://www.linkedin.com/in/stephanie-wickham-b4aba13b/

Expat Taxes is independent of Everlake and the views and opinions expressed by Expat Taxes are not necessarily the views and opinions of Everlake.

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This podcast is intended for information and educational purposes only and does not represent a specific recommendation or advice for an individual to follow. Speak to your financial adviser, in the context of your own personal circumstances, prior to making any financial or investment decisions.

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