This is Part 2 of Stephanie's conversation with Lisa Quinn O'Flaherty. If you haven’t yet, check out Part 1 in the Taxbytes For Expats feed.

Contrary to popular belief, there is more to wills and beneficiaries than just handing the house and belongings to your children. And even from a tax perspective, it’s really important to keep your affairs in order.

Lisa Quinn O’Flaherty of Fitzsimons & Redmond LLP is an expert in all things legal and in Part 2 of our conversation, we discuss the complexities of cross-border probate, why having a separate will for your Irish assets is essential, and how the probate process really works (it’s not like what you see on TV shows!). We also chat about some of the common pitfalls that can cause unnecessary stress for beneficiaries like tax issues, missing paperwork, and DIY legal documents gone wrong.

If you’ve moved to or from Ireland, own property here, and just want to make sure your affairs are in order, this episode is packed with practical advice to help you navigate the legal side of estate planning with confidence.

Main Topics discussed in this Episode:

Cross-border probate: How separate wills can streamline estate administration across jurisdictions.
The Irish probate process: What happens after a person passes away, and why some estates can take over a year to settle.
Common pitfalls: From unfiled tax obligations to outdated wills—how to avoid delays and headaches for your loved ones.
Executor responsibilities: What it really means to be named in a will and the challenges that come with it.
The importance of professional advice: Why working with a solicitor (instead of DIYing it) can save your beneficiaries years of legal and financial stress.

A special Bonus from Lisa:

If you'd like a free consultation with Lisa Quinn O'Flaherty about how she can help you with your legal requirements, contact her via law@fitzsimonsredmond.ie or head to https://fitzsimonsredmond.ie/, and mention Taxbytes when you do!

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If you loved this episode or have a similar story, we'd love to hear from you! You can get in touch with us directly at info@expattaxes.ie or leave a rating and review on Apple Podcasts or Spotify.

Taxbytes for Expats is brought to you by ExpatTaxes.ie. If you're considering moving to or from Ireland and would like support with your taxes, book a consultation today: https://expattaxes.ie/services-and-pricing/.

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