We can create a custom made solution for you recognizing that all of our clients are unique
Financial Planning Issues for Expatriates Resident in Italy
Italy has one of the most complex legal and regulatory systems in Europe but over the past few years as the regulatory framework in Europe has became more integrated, many of the restrictions and difficulties for Expatriates are either being removed or significantly improved upon.
At Unity Financial Partners, we understand how to provide our clients with advice, services and products which are compliant in Italy as well as how to help you integrate and include your existing financial planning arrangements.
Some Common Difficulties Experienced by Expatriates in Italy
- Difficulties in buying Investments in your home country because you are Italian Resident.
- Difficulties in obtaining Insurance other than in Italian language.
- Difficulties with banking and day to day financial management.
- Difficulties in obtaining Investment and Savings products in English.
- Difficulties in understanding how to draw Investment or Retirement Income in Italy.
- Difficulties in owning a business outside of Italy whilst being resident in Italy.
- Difficulties in obtaining good accurate advice on tax and legal requirements.
- Difficulties when buying a property or taking out a mortgage.
If you are currently an Expatriate resident in Italy or you are considering a move to Italy then we can help. Our network of Financial Professionals and local knowledge experts can help you and your family integrate into Italian life easily and with a minimum of fuss.
We can provide the widest available range of Financial Services and Products for Italian resident expatriates so please take a close look at the rest of our website and in particular our section on Italian Services.
Put us to the test and contact us today
To find out more about our comprehensive range of services for Expatriates Resident in Italy, please contact us today. You may find it helpful to complete our detailed Online Financial Planning Review which is designed to give you some quick feedback on some of the key aspects of successfully planning your finances as a resident of Italy.
Click here to go to our Online Review for Expatriates Resident in Italy
Click here to request a free consultation
Click here to join our Site
Click here to contact us
To find out how you can help without any cost or obligation, please click here
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.
How does this affect me?
How good advice can reduce or remove this.
