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Investing Tax Efficiently As an Expatriate Resident in Italy- An Overview
For Expatriates resident in Italy, planning your investment strategy can seem bewildering, particularly if you have existing investment holdings in your home country or in other jurisdictions outside of Italy.
The fact is that Italy can be one of Europe’s best locations for drawing investment income or building an international investment portfolio. Italy also has a very favourable regime for drawing pension or retirement income from existing investments or pension/retirement accounts and if you intend to be a long term resident in Italy then there are a number of tax incentives for pension/retirement planning as well as for locally sourced private health cover and personal insurance.
Let us help
At Unity Financial Partners, we are Italy specialists. Not only can we advise you on how to structure your existing investments for additional tax efficiency, we can also advise you on how to set up a tax efficient portfolio with a wide range of international investment options including worldwide equities, bonds, investment funds and even commodities.
We also work together with local tax advisors and lawyers as well as international accounting firms which specialize in some of the more complex tax planning solutions. These can be particularly useful for high net worth families and individuals who want to enjoy all that Italy has to offer whilst still maintaining existing businesses and Investments overseas.
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.
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
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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How good advice can reduce or remove this.
