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Simplifying Tax Compliance for a UN Pension Retiree

A UN pension retiree presented to us with a diverse work history across various countries, seeking guidance on reporting their foreign state pension and UN pension in Ireland. Uncertain about their tax obligations, they were unsure of when and how much tax to pay, potentially leading to concerns about non-compliance.

A man sitting at a desk behind a computer being given a piece of paper with a difficult task to complete.
A man sitting at a desk behind a computer being given a piece of paper with a difficult task to complete.

Problem

  • The retiree needed assistance in understanding their Irish tax obligations, particularly in reporting their foreign state pension and UN pension.
  • They were confused about the remittance basis of tax and concerned about compliance.

Process

  • Expat Taxes stepped in to provide comprehensive support to this client, assessing their specific situation and addressing their concerns through a detailed consultation process.
  • With our guidance, they were able to understand and meet their tax obligations with confidence, minimising the risk of non-compliance and enjoying peace of mind regarding their tax affairs.
  • We also offered ongoing tax return support to this client, relieving the administrative burden and stress of future tax concerns.
A woman writing out a detailed list of procedures on a piece of paper.
A contemplative, worry-free man sitting on a mountain side looking at mountains with a blue sky back drop.
A contemplative, worry-free man sitting on a mountain side looking at mountains with a blue sky back drop.

Outcome

  • Expat Taxes proved to be the ideal partner for this case due to our deep understanding of the intricacies of cross-border taxation and expertise in Irish domestic tax legislation.
  • Through our dedication to client satisfaction, we also ensured that they received clear guidance, understood their Irish tax obligations, and had ongoing support as needed.

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