The new Italian reporting rules affect both resident and non resident trusts, trustees, settlors, beneficiaries and foundations

The European winter is nearly over, and the yachting industry is continues to be steady. The Mediterranean is one of the favourite places for yacht lovers.

Succession is a tricky area for most businesses, especially so for family businesses and for businesses where the founder has a close association with the brand, for example, fashion houses and high profile restaurants

The lure of southern Italy has just got that much greater for those people thinking of retiring to somewhere in the sun.

La menzionata Legge Europea 2013 ha esteso l'ambito di applicazione della normativa esistente in tema di dichiarazioni anche a Trust, Truste, Beneficiari ed alle Fondazioni non residenti.

Graziano Cecchetti of Giambrone Law, attended a two day course in March 2014 entitled "Planning Cross-Border Successions" in Trier, Germany.

Divorce is possibly one of the most difficult things that individuals have to go through. The immense disruption caused by such issues as the separation of assets and the custody of any children...

When living in Italy, should you keep your savings in cash or invest for the future? This analysis examines the role of cash versus investment strategies for expatriates and residents managing their finances in Italy, considering inflation, market returns, and the specific circumstances that determine which approach makes sense for different financial goals.

Nobody likes thinking about it but it is important to draft a will. Family dynamics are very different now and less straightforward than in the past. Many factors have completely altered the way families are formed.

As life expectancy in Italy reaches 81.7 years for men and 85.7 years for women while fertility rates decline, families and entrepreneurs face unprecedented challenges in managing wealth transfer, business continuity, and protection during extended periods of potential incapacity. Italian lawmakers have begun addressing these demographic shifts through new legislation, but private family planning remains essential to coordinate personal protection, asset management, and succession across jurisdictions.

On 24th of October the Italian government published the second version of the Italian voluntary disclosure (VD) programme under art. 7 of Decree-Law no. 193/2016.

It will come as pleasant news to those Italians burdened by economic woes that authorities like Equitalia and Serit are not entirely exempt from mistakes when issuing tax demands.

The new Conte Government (‘Conte-bis') will have to tackle some of the measures in the real estate sector which the previous executive had tried to sort out.

Desta interesse la recente Risposta n. 199 pubblicata dall'Agenzia delle Entrate il 20 giugno 2019 perché, al di là della specifica fattispecie sulla

The Italian Revenue Agency has issued a significant ruling clarifying that VAT exemption and customs duty relief for personal property imported during a transfer of residence to the EU may apply even when assets are held through foreign corporate vehicles. This guidance addresses critical questions about possession requirements and asset use for high-net-worth individuals relocating to Italy with pleasure yachts and other personal assets.

UK clients relocating to Italy face significant financial planning challenges as their tax obligations, pension rules, and investment regulations fundamentally change. Understanding how Italian residency affects existing UK financial arrangements and why local expertise becomes essential can help avoid unexpected tax liabilities and ensure compliance with Italian succession laws and reporting requirements.

Le Societa SGR ovvero le società di gestione del risparmio sono autorizzate a intraprendere:

Italy's special 7% tax regime for pensioners relocating to Southern regions has been expanded to include towns with up to 30,000 residents, opening up significantly more location options with better access to essential services. Understanding the qualification requirements and strategic financial planning opportunities can help maximize the benefits of this attractive tax incentive for foreign retirees.

Extremely Appealing Italian Tax Schemes that encourage retirement to and residence in Italy.

From January 1st, 2021, UK banks will qualify as non-EU banks and relative provisions will apply.