Show Notes
In this episode of Irish Tax Unwrapped, we dive into one of the most avoidable — and expensive — inheritance tax blunders in recent memory. A perfectly planned agricultural relief claim? Check. Clear instructions to the solicitor? Check. But when it came to execution, the holiday-bound solicitor had other priorities… and the whole plan went south. Join Josh, Daphne, and Derek as they unpack the history and mechanics of agricultural relief — from medieval landholding tricks like fee tail...
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What do medieval guilds, ancient Chinese merchants, and modern Irish family businesses have in common? In this episode of Irish Tax Unwrapped, we explore how humans have motivated work, rewarded loyalty, and shared wealth — from the spice-laden markets of Chang’an, to the fields of feudal Europe and right up to today's boardrooms and tax planning meetings. Join Josh, Daphne, and Derek as they unravel the story of growth shares — sleek, strategic equity tools that are revolutionising how...
In this second podcast on taxing property we discuss the tax treatment of government contracts, VAT pitfalls and estate planning. The landscape of property taxation is a strategic game where classification is everything. What seems like a straightforward rental income could, in fact, be trading income—bringing a completely different tax treatment. Join Josh, along with tax experts Daphne and Derek, as they break down: The Investment vs. Trading Divide – The crucial distinct...
Taxing property income should be simple — own a property, rent it out, pay tax. But, much like the buildings themselves, once you step inside, it gets complicated fast. From Schedule A, which once taxed aristocrats like a wealth tax, to Schedule D, which now divides property income into multiple cases, the history of property taxation is a story of class, power, and legal battles that still shape tax law today. In this podcast, we explore: 🏡 The origins of property taxation—how th...
Welcome to Irish Tax Unwrapped! In this episode, we uncover unexpected parallels between the dramatic conclusion of the 2011 Floyd Mayweather vs. Victor Ortiz boxing match and a high-stakes tax case involving a Carlow builder’s €348,112 Capital Gains Tax bill. We dive into a real-life tax dispute that’s anything but dry—the story of an Irish entrepreneur who attempted to claim retirement relief while transferring his family business to his son, only to have an offhand remark unravel his entir...
In this episode of Irish Tax Unwrapped host Josh sits down with tax expert Derek Andrews to break down Ireland's Angel Investor Relief, introduced in Budget 2023 and refined in Budget 2024. This initiative aims to encourage investment in early-stage start-ups by offering a reduced capital gains tax rate. Derek discusses the potential benefits, as well as the complexities and challenges start-ups and investors face when trying to qualify for this relief. Whether you're an in...