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Italian Registered Pensions and Insurance – An Overview
There are some tax advantages available to expatriates resident in Italy for Italian Registered Pension Schemes and Italian Personal Insurances such as private health cover and Life Insurance Cover.
Italian Registered Pension Schemes
An Italian Registered pension scheme is worth considering if you intend to be a long term resident of Italy and you would like to obtain tax relief on your contributions. If you are working with a local company then there is a strong chance that your employer is already making contributions so this is worth checking, particularly to ensure that you are making use of your annual tax allowance.
For business owners and other self employed expatriates these are worth considering as part of your overall planning. Currently there is an annual allowance of 5,146 Euro which is fully tax deductable but there are restrictions on when and how you access cash as well as a more limited range of investment options when compared against a typical unit linked regular savings plan.
Italian Personal Insurance Policies
An Italian Personal insurance policy also has some tax benefits. These vary according to the type of cover and the type of policy and we generally only advise these to clients where our clients have a good command of the Italian language and are comfortable dealing with local insurers so these are normally only suitable for long term residents of Italy.
Put us to the test and contact us today
To find out more about our range of locally sources Pension and Insurance Plans, please contact us today by clicking on one of the links below. You may also find it helpful to complete our detailed Online Review for Investing Tax Efficiently in Italy which is designed to give you some quick feedback on how to plan your finances as an expatriate resident in Italy.
Click here to go to our Online Italian Registered Pension Quote
Click here to go to our Online Italian Personal Insurance Quote
Click here to go to our Online Review for Investing Tax Efficiently in Italy
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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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