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Investment Options for Expatriates Resident in Italy

We can provide our clients with access to the widest possible range of Investment Options as well as advice on how to best structure your investments for maximum tax efficiency in Italy. Some of the investment options available for expatriates resident in Italy are:-

  • Lump Sum Investment Portfolio’s
  • Regular Investment Plans for retirement and event planning.
  • International equities and bonds
  • Risk rated Investment Funds for cautious, balanced or aggressive investors.
  • Currency FX Funds.
  • Guaranteed Investment Funds.
  • Sector Specific Funds such as Ethical, Green Energy and Commodities.
  • Emerging Market Funds such as China, India, Eastern Europe and Latin America.
  • Hedge Funds
  • Offshore OEIC’s, Sicav’s, Unit Trusts, Investment trusts and Exchange Traded Funds.
  • Commercial and Residential Property Funds.

At Unity Financial Partners, we can also help you to structure your existing investments for maximum tax efficiency in Italy as well as help you to set up an Investment Portfolio that suits the unique needs and aspirations of you and your family.

Put us to the test and contact us today

To find out more about how we can help you invest tax efficiently as a resident of Italy, please contact us today by clicking on one of the links below. You may find it helpful to complete our detailed Online Review for Investing Tax Efficiently in Italy which is designed to give you some quick feedback and you can also obtain a quick quote from our Online Savings and Investment Quote.

Click here to go to our Online Review for Investing Tax Efficiently in Italy
Click here to go to our Online Savings and Investment Quote
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Our Unique Charity Referral and Member Credit Reward Program
Unity Financial Partners is committed to helping charities which are working to improve the lives of those in need.

To find out how you can help without any cost or obligation, please click here
Living or moving overseas from the UK with Pension Benefits?
Find out how you may be able to benefit from a QROPS.

1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to     Beneficiaries.

Do you have a UK Endowment Policy?
Did you know that you may be able to release the cash value of your UK endowment policy with up to 35%
more than the surrender value paid by the bank or insurance company who sold you the policy.

Perhaps you need access to cash or would like to look at more suitable investment options.
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