Customer Stories

See how we’ve helped expatriates and businesses navigate complex tax challenges with expert advice and seamless tax solutions.

Success Stories from Our Clients

Real Stories, Real Solutions

Real experiences from expats and businesses we’ve helped with expert tax solutions and seamless compliance.

Cross Border Worker

Cross Border Worker Employed by a German Company

Cross Border Worker

An Irish individual working for a German company came to us seeking advice on her tax obligations. Because she commuted weekly to Germany but resided in Ireland, she was uncertain about her tax obligations and whether taxes withheld from her salary in Germany were final. She also wanted to ensure her social insurance record was up to date.

Problem

With a family home in Cork and a regular presence in Ireland, she anticipated being an Irish tax resident. However, as a cross-border worker, tax matters can be more complex than this.
With separate tax assessments also being required for her and her Irish resident husband, our client required expert guidance to determine their optimal tax approach while ensuring regulatory compliance.

Process

Our team was able to prepare our client’s Irish tax returns for the relevant years, taking into account her status as a cross-border worker. Through careful analysis, we determined that she qualified for trans-border worker relief, which allowed her Irish tax liability to be fully offset by the German tax paid and withheld from her salary.
As a result, no Irish tax was due. We also worked closely with her overseas tax advisor to ensure compliance with German tax regulations and ensured that her social insurance contributions were optimised.

Outcome

Due to our understanding of both Irish and international tax laws, as well as the application of trans-border worker relief, we were able to provide a tailored solution that minimised the client’s tax liability and enhanced their financial well-being.
By leveraging our experience, we ensured that the client’s tax affairs were brought up to date, regulatory compliance was achieved, and substantial tax savings of over €20,000 per annum were realised.

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We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

Relocation

Navigating Cross-Border Tax Challenges for an Irish Director Relocating to Portugal

Relocation

A company director (an Irish resident) and his wife sought assistance in managing their tax affairs as they planned to relocate to Portugal while maintaining their Irish company and retaining investment properties in the Middle East.

The couple wanted to move forward with their move, knowing their tax obligations were in order and wouldn’t negatively impact their new chapter.

Problem

The couple faced the challenge of navigating the complexities of dual tax obligations in both jurisdictions, as well as addressing the tax implications of their investment properties in the Middle East.
In terms of both their company’s tax issues and their personal tax responsibilities as individuals, compliance with Irish and Portuguese tax laws was crucial.

Process

Recognizing the need for comprehensive expertise in both Irish and Portuguese tax matters, we were able to introduce the couple to our trusted foreign advisor specialising in Portuguese taxation.
We embarked on a collaborative process to address the cross-border tax challenges they faced. Working closely with our Portuguese partner, we analysed the Irish-Portuguese tax implications, including the potential application of the Portuguese non-habitual residency scheme.
We provided clear guidance to our clients, breaking down the complex tax situation into understandable actions, ensuring our advice made sense for them.

Outcome

Expat Taxes was the ideal choice for this case due to our firm’s expertise and our collaboration with a knowledgeable Portuguese partner. Our ability to provide tailored advice, considering both the clients’ company and their personal tax matters, ensured comprehensive tax planning the couple can now leverage for the future.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

Remote Worker

Clarifying Cross-Border Taxation for a Remote Worker

Remote Worker

An Irish individual had spent several years working in London for a UK company. However, due to the pandemic, the individual decided to relocate back to Ireland while continuing to work remotely for the UK employer.

During this time, the individual sold a property in the UK and purchased a family home in Ireland. As the pandemic drew to a close, an agreement was reached with the employer to split the workweek, commuting to the UK for two days and working remotely in Ireland for the remaining three days.

Problem

The remote worker needed to not only navigate the complex cross-border taxation between Ireland and the UK but they also needed to ensure tax matters for the sale of their UK property were in order.
Additionally, because both Ireland and the UK had the right to tax the individual’s income, the worker’s employer was also confused about the tax implications.

Process

We facilitated three-way consultations involving our client, our firm, and our UK partner to address Irish and UK tax residency and discuss the tax treaty between the UK and Ireland.
We were also able to address the employer’s withholding requirements and ensure year-end compliance obligations in both countries.

Outcome

With our expertise, our client was able to ensure that the impact on their take-home pay was optimised in their favour (as much as possible!) and that the stress associated with tax uncertainty was relieved for both them and their employer.
We were also able to provide clarity on tax obligations associated with their property purchase and examined social insurance obligations to ensure compliance in the appropriate jurisdiction.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

US S Corp

Determining US Business ‘S Corp’ Tax Obligations

US S Corp

An individual, along with his Irish wife and young family, decided to relocate from the US to Ireland. As the owner of a US S Corporation, he faced uncertainties regarding the taxation of his business entity in Ireland.

Additionally, he required clarity on potential payroll obligations in Ireland, considering his previous employment under a W2 arrangement in the US.

Problem

With US pension accounts also in the picture, understanding the Irish tax implications became crucial. Our client’s goal was to work remotely for his US company, providing ad-hoc support to the US-based management team — all while avoiding any unforeseen tax complications.
The client felt stressed due to the move and was overwhelmed by the obligations arising from his US citizenship. He needed to navigate how the Irish revenue would treat his US S Corp entity, ensuring compliance and accurate tax payments in both the US and Ireland without overpaying.

Process

We initiated consultations with the client and his US-based advisors to establish a coordinated cross-border approach. We conducted a detailed analysis of the US entity to determine how to treat income and payments under Irish tax legislation.
Our guidance focused on optimising the client’s Irish tax liability using the remittance basis of tax.

Outcome

With our support, the client successfully set up payroll in Ireland and gained a clear understanding of the remittance basis of tax. We provided ongoing income tax return support, ensuring a smooth annual tax return process that aligned with his US advisor to maximise tax credits.
Our specialised expertise in this area enabled the client to maintain compliance, minimise tax liabilities, and navigate the complexities of cross-border taxation with confidence.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

Foreign Domicile

Navigating a Foreign Domicile Tax Position

Foreign Domicile

A UK couple residing in Ireland contacted us, faced with uncertainties regarding their domicile status and tax implications. With significant UK property investments, family ties in the UK, and a desire to plan for the future transfer of their wealth to their children, they sought guidance on their tax obligations and optimal strategies.

Problem

Despite seeking advice from a local accountant, the accountant in question lacked familiarity with taxation for non-Irish individuals.
This resulted in the couple finding themselves unclear about their Irish domicile status, compliance status, and their ability to transfer wealth in the future without being penalised.

Process

After conducting an initial consultation to assess their domicile position, we were able to prepare a comprehensive advisory memo addressing their domicile concerns and outline key actions to maximise tax benefits. Collaboratively, we devised a structured plan for remitting foreign income and gains to Ireland, ensuring the most favourable tax outcomes.
Additionally, we assisted in calculating Capital Gains Tax (CGT) for an Irish investment property and offered sound advice to protect the best interests of their children.

Outcome

Due to our deep understanding of non-Irish individuals’ tax obligations and familiarity with Irish tax compliance, we provided the comprehensive support our client needed.
Through our guidance, the couple experienced a reduction in stress and gained confidence in the organisation of their tax affairs. They also obtained clarity on their domicile status and received actionable insights for future planning.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

US Citizen

Resolving a ‘Mixed Funds’ Mess for US Retirees

US Citizen

A retired US couple with a deep affinity for Ireland reached out to us. They had embarked on a new journey as chaplains in Ireland, but due to a lack of tax planning and their failure to seek professional advice until after their arrival — they faced significant complications.

Problem

Unfortunately, a considerable amount of time had passed since the couple’s arrival to Ireland, during which they lacked an understanding of the complex cross-border tax issues between Ireland and the US. This included the application of the double tax agreement and the remittance basis of tax.
This led to concerns about their compliance status and the potential consequences they might face.

Process

As experienced expat tax advisors, we provided the clients with a comprehensive solution to address their concerns. We began with an in-depth initial consultation, gaining a deeper understanding of their circumstances and seeking to clarify their compliance status.
With their authorization, we collaborated with a foreign advisor who specialised in US tax matters and facilitated effective communication to ensure all relevant information was shared between the clients and the advisor. We also contacted their existing US tax service provider to amend their US tax returns.
We were then able to provide clear tax return support, navigate their complex situation, and liaise with the technical service support of the Irish Revenue. This helped us determine the most suitable approach for the taxation of their foreign pension lump sums and ensure any overpaid tax in the US was promptly refunded.

Outcome

Our in-depth knowledge of Irish tax legislation, as well as our familiarity with the nature of cross-border taxation, made us the ideal choice for this case. By ensuring compliance with both jurisdictions, we provided our clients with the peace of mind they sought.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

US Citizen

Ensuring Tax Clarity for a US Citizen and Business Owner Retiring to Ireland

US Citizen

At Expat Taxes, we were contacted by a US citizen who had built a successful business in the United States and was now planning to retire in Ireland with his wife. With the goal of relocating, they faced uncertainties regarding Irish and US tax rules and their final tax liability in Ireland.

They also required assistance in understanding how their US retirement accounts would be taxed once they started drawing from them while residing in Ireland.

Problem

Our clients’ main priority was to plan for any potential tax costs associated with their move, taking into account the impact of the Irish/US tax treaty and their retirement accounts.
They were worried about the tax implications of their relocation to Ireland, particularly regarding compliance obligations in both countries.

Process

Recognizing the client’s need for comprehensive tax guidance, we initiated a consultation process to understand their unique situation.
To ensure we could provide ongoing support leading up to the relocation, we established a retainer arrangement and through a series of calls and email advisory support, we addressed their concerns — ensuring a clear understanding of the necessary actions to be taken.

Outcome

Expat Taxes proved to be the ideal solution for the client’s situation. With our expertise in international tax matters and knowledge of the Irish/US tax treaty, we were able to provide tailored advice on their tax liabilities. Our US partner adviser provided the US input as required. Expat Taxes addressed the Irish tax issues.
By considering their US retirement accounts, we also helped them understand the tax implications of drawing down these funds while residing in Ireland.
Our ongoing support and tax return assistance offered peace of mind, ensuring compliance with tax regulations throughout their retirement journey.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

UN Retiree

Simplifying Tax Compliance for a UN Pension Retiree

UN 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.

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.

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.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

Airline Staff

An Airline Pilot Navigating Cross-Border Tax Compliance

Airline Staff

We worked with a UK-born airline pilot who resided in Ireland with his family, but travelled to the UK once a week to work on aircrafts serving UK airports. Triggering Irish tax residency, but with UK taxes being deducted at source due to his irregular long-haul flight schedule, our client required advice and support in managing his tax affairs more effectively.

Problem

The pilot faced uncertainty regarding his Irish tax obligations and sought assistance with remittance-basis of taxation and regulatory compliance.

Process

Through a thorough consultation process, we were able to provide support and guidance to address the pilot’s unique circumstances. We crafted a comprehensive cross-border advisory memo, meticulously covering Irish tax considerations, social insurance implications, and actionable steps for engaging with his UK employer.
Our collaboration with a UK tax expert also ensured that we took UK regulations (applicable to non-UK resident airline crew members) into account.
Our strategic advice enabled the pilot to manage his tax responsibilities and successfully minimise his Irish tax liability by leveraging the benefits of the remittance basis of tax.

Outcome

With our personalised approach, the pilot was able to confidently navigate his cross-border tax obligations, capitalising on tax benefits, and ensuring adherence to regulatory requirements.
After chatting extensively with our team, the pilot was also able to identify potential planning opportunities and approach his employer with confidence as an Irish tax resident commuting to the UK — all while maintaining full compliance with tax regulations.
He could then focus on his career and maximise his financial well-being.

Want to see how we can help you?

We’re sure we can assist and help with your tax obligations, compliance, and any other questions you may have

Individual Clients

Corporate Services