Consultation FAQ’s

What types of tax consultations do you offer?

We offer a range of consultation times to suit the complexity of your query, as well as your availability and budget. Each consultation involves a one-to-one call with a Chartered Tax Adviser with the option of an add-on written summary. Tax compliance issues and an overview of the tax compliance process can be discussed at all consultations.
Consultation Cost Number of Queries Query Type
30 Minutes
€295
1-2
Suitable for remote workers in Ireland or working overseas.
45 Minutes
€395
3-4
Ideal for a range of clients with more complex tax issues.
60 Minutes
€495
Multiple
In-depth discussion of multiple queries. Offers an in-depth discussion of multiple queries.
60 Minutes (Tax Partner)
€695
Multiple
Tailored advice for expatriates moving to Ireland, covering tax residency, domicile, and income after relocation. The aim is to ensure you understand how you will be taxed when you move to Ireland and to identify any available planning opportunities.

What is covered in a ‘Moving to Ireland’ consultation?

This 60-minute consultation addresses key tax issues for expatriates, including:

  • Tax residency
  • Domicile
  • Application of the remittance basis of tax (if applicable)
  • High-level review of investments/income
  • The implications of moving capital to Ireland
  • Taxation of income after arrival.
Do You Provide A Summary After The Consultation

Do you provide a summary after the consultation?

Yes, we can provide you with a summary of the main issues discussed during your consultation. If you would like a written summary, simply request this from your tax advisor during or after the consultation, or feel free to contact us at info@expattaxes.ie.

Please see our Terms and Conditions here.

 

What happens if I need additional advice after my consultation?

Any follow-up advice or additional work beyond the initial consultation will require a separate engagement and fee agreement. This includes raising additional queries after the consultation has ended via email or phone.

Can I Cancel Or Reschedule My Consultation

Can I cancel or reschedule my consultation?

Yes, you can cancel or reschedule your consultation. You may request a one-time reschedule, free of charge, subject to availability. In all other cases, the below fees apply. 

Email us at info@expattaxes.ie and we’ll help you find a new time that works.

Please see our Terms and Conditions here.

 
Policy Fee
Cancellation within 72 hours of scheduled consult start time.
50% of consult fee.
Cancellation more than 72 hours before the scheduled consult start time.
€75
Rescheduling within 72 hours of scheduled consult start time.
50% of consult fee.
Rescheduling more than 72 hours before the scheduled consult start time.
€75
Missing information within 72 hours of scheduled consult start time.
50% of consult fee.

What happens if I miss my consultation?

Unfortunately, we do not offer refunds for no-shows. If you book a consultation but do not turn up at the scheduled time, we charge a re-booking fee of 50% of the consultation fee. We encourage you to reschedule your consultation free-of-charge, in advance of 72 hours of the booking, in order to avoid these fees. Any queries relating to your consultation should be directed to our Client Service Manager grainne@expattaxes.ie.

 
What Do I Need To Provide Before My Consultation

What do I need to provide before my consultation?

To provide full and accurate information, we ask clients to complete our consultation questionnaire form at least three business days before the consultation.

This ensures we have all the necessary details to tailor our advice to your specific situation. Expat Taxes reserves the right to postpone the consultation if the information has not been received within this timeframe.

 

Can I get advice on double taxation or offshore trusts during my consultation?

Due to the complexity of these matters, we only cover double taxation issues relating to offshore trusts at a high level during standard consultations. More detailed advice will require a separate engagement.

Additionally, please anticipate that one consultation will not be sufficient to address:

  • The Irish taxation of foreign trusts
  • Identification of offshore funds within your investment portfolio
  • Corporate structuring
  • Planning to exit a business

Topics such as these can rarely be addressed within the allocated timeframe for a consultation.

Therefore, please view the consultation as an initial preliminary discussion, during which high-level advice can be discussed and a detailed scope of work drafted if required.

A 1-hour tax consultation is intended as a preliminary discussion to review your specific tax situation and address key concerns on frequently arising expatriate tax matters.

Due to the limited time, it is not designed to provide an exhaustive analysis of every possible tax scenario. We will cover as much as possible within the time frame. Still, in cases where the situation is more complex or requires in-depth planning or research, additional consultations or services may be necessary.

This ensures that all relevant factors are properly considered to provide you with accurate and tailored advice.

How Do You Ensure Confidentiality During Consultations

How do you ensure confidentiality during consultations?

We take confidentiality seriously. All information discussed during consultations is protected, and AI-generated meeting notes, if used, are for internal purposes only unless you request access for an additional fee.

What happens if tax laws change after my consultation?

Tax laws frequently change. Expat Taxes is not responsible for informing you of tax law changes after consultation. We advise that you confirm with us whether the advice given during your consultation still applies before making any decisions at a later date.

What Happens If Tax Laws Change After My Consultation

Will you provide me with third-party references if necessary?

If your situation requires specialised advice beyond our expertise, we can refer you to appropriate specialists.

How Long Should I Keep My Tax Consultation Records

How long should I keep my tax consultation records?

We recommend retaining any tax documents and advice summaries for at least seven years, as the Revenue Commissioners require this period for audit purposes. 

Do you offer tax planning for expatriates moving out of Ireland?

Yes, we can assist with tax planning if you’re leaving Ireland, including advice on exit taxes, tax residency changes, and the implications of moving your assets abroad.

Can I get advice on Irish pensions and their tax treatment?

Yes, we advise on the taxation of Irish pensions, including lump sums and regular pension payments. However, we are not authorised to provide investment advice; therefore, a qualified specialist may require specific pension advice.

Can I Get Advice On Irish Pensions

Do you assist with Revenue audits or disputes?

We can offer guidance if you’re undergoing a Revenue audit or dispute. However, specialised Revenue audit support will require a separate engagement and fee structure.

Can you help with filing my tax return after a consultation?

Our consultations focus on advice; however, we do offer tax return filing services. For an additional fee, you can engage our team for compliance work following your consultation. We also partner with US, UK, Australian, Canadian, Spanish, and Portuguese advisers, to name a few.

Do you offer consultations for businesses or only individuals?

We offer consultations for individuals and businesses, especially regarding cross-border tax matters, employee mobility, and tax compliance for companies with expatriate employees.

Can I Pass On The Advice I Receive To A Third Party

Can I pass on the advice I receive to a third party?

No, the advice we provide is for your sole use. You must not share it with any third party without our written consent. The advice may also become outdated if tax laws change, so we recommend consulting us again if your situation changes.

What Happens If I Provide Incomplete Or Incorrect Information During The Consultation

What happens if I provide incomplete or incorrect information during the consultation?

If you provide incomplete or incorrect information, Expat Taxes cannot be held responsible for any losses, penalties, or additional tax liabilities that arise. Providing accurate and complete information is essential to ensure proper tax advice.

Are there any services excluded from a standard consultation?

Yes, standard consultations do not cover certain complex issues, such as double taxation related to offshore trusts, corporate structuring, and detailed analysis of offshore funds. These topics are addressed at a high level only, and additional fees apply for in-depth advice.

Please also refer to the above for more information on what an initial consultation is designed to achieve. It does not replace detailed research for complex cross-border matters.

Are There Any Services Excluded From A Standard Consultation

Have more question?

Feel free to reach out to us at info@expattaxes.ie or see our Terms and Conditions here.

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