Exploring financial matters for Italian residents. Everything changes when you move to Italy, so make sure you keep up to date with the latest information. Investment, taxes, financial planning opportunities; believe it or not you can achieve tax efficiency in the bel paese. In each episode, Andrew Lawford explores a different topic, interviewing experts who understand Italy from a foreigner's point of view. Also visit us at: https://www.spectrum-ifa.com/financial-advisers-in-italy/andrew-lawford/ <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Italian Financial Adviser
Claim This Podcastby Andrew Lawford
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9 episodes
Updated Daily
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Podcast Overview
Exploring financial matters for Italian residents. Everything changes when you move to Italy, so make sure you keep up to date with the latest information. Investment, taxes, financial planning opportunities; believe it or not you can achieve tax efficiency in the bel paese. In each episode, Andrew Lawford explores a different topic, interviewing experts who understand Italy from a foreigner's point of view. Also visit us at: https://www.spectrum-ifa.com/financial-advisers-in-italy/andrew-lawford/ <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
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Publishing Since
6/11/2020
3 verified contact emails on file for Italian Financial Adviser
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Recent Episodes
July 6, 2022
Tax! Residency, incentives and more
<p>In this episode we speak with Judith Ruddock, who works with the firm Studio Del Gaizo Picchioni - <a href="https://studiodelgaizopicchioni.it" rel="noopener noreferrer" target="_blank">https://studiodelgaizopicchioni.it</a>. You can reach her by e-mail at: <a href="mailto:jruddock@studiodelgaizopicchioni.it" rel="noopener noreferrer" target="_blank">jruddock@studiodelgaizopicchioni.it</a> </p><br><p>We cover a number of areas of interest for people considering a move to Italy, and the list below includes time markers for those who wish to skip to the section that is relevant for them:</p><br><p>2:10 - Residency and tax residency</p><br><p>4:20 - The consequences of residency in Italy</p><br><p>5:45 - Double tax agreements and conflicts of tax residencies</p><br><p>12:45 - Fighting the “Agenzia” (the Italian tax authorities)</p><br><p>19:40 - CRS (Common Reporting Standards) and tax investigations, as well as invitations to correct “anomalies”</p><br><p>23:40 - Mitigating the consequences of residency</p><br><p>26:20 - Tax incentives for pensioners - the 7% regime</p><br><p>31:50 - The types of pensions that qualify for the 7% regime</p><br><p>35:50 - Submitting an “interpello” (an advance ruling from the tax authorities)</p><br><p>38:00 - Exemption from foreign asset declarations and the associated taxes</p><br><p>40:20 - Inbound workers incentive and digital nomads</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
January 15, 2022
Citizenship, visas and estate planning
<p>During the episode, we speak with Jessica Zama of Buckles Solicitors, who gives us her insight on topics ranging from Italian citizenship, visas, estate planning and UK domicile. You can find her details here: <a href="https://www.buckles-law.co.uk/about/people/jessica-zama/" rel="noopener noreferrer" target="_blank">https://www.buckles-law.co.uk/about/people/jessica-zama/</a></p><br><p>I am including a few approximate minute markers so that you can easily locate the sections that are of interest:</p><br><p>Italian citizenship - 2.20</p><p>Long-stay permits and language requirements - 4.40</p><p>Visas - 7.15</p><p>Permesso di soggiorno - 8.30</p><p>Family reunification visas - 12.00</p><p>Estate planning - 15.30</p><p>Inheritance taxes and donations (gifts) - 24.50</p><p>UK domicile - 27.20</p><br><p><br></p><p>The closing music is “L’iride (Mazurka)”, D. Ciolfi, played by Pasquale (O Rêua) and Pietro Taraffo of the Genoese school</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
June 15, 2021
Brexit (and more...)
<p>This episode is really about much more than Brexit - I am including a few approximate minute markers so that you can easily locate the sections that are of interest:</p><br><p>1:28 - Working with a UK financial adviser as an Italian resident</p><p>8:55 - Equivalency in financial services between UK and EU</p><p>12:57 - Taxation of EU-domiciled managed funds vs UK-domiciled managed funds post-Brexit for Italian residents</p><p>15:50 - Tax declarations in Italy for directly-held foreign financial investments</p><p>18:15 - The €51,645.69 question - holding foreign currencies as an Italian resident</p><p>21:38 - ISAs - what they mean in Italy</p><p>23:42 - Quadro RW - why you need to declare the mere existence of your foreign assets (as well the income that derives from them). Common Reporting Standards and why you should assume that information is being exchanged automatically with the Italian tax authorities</p><p>25:20 - The taxation of UK real estate as an Italian resident (rental income and wealth tax (from 28:20))</p><p>33:00 - Thinking about real estate investments once you move to Italy</p><p>35:15 - Capital gains tax on foreign property (with particular comment on the situation for UK property owners who are non-resident in the UK)</p><p>38:15 - Tax-efficient investment wrappers - what they can do and how they need to be set up. Some comment on inheritance taxes in Italy - </p><p>43:44 - The 7% pensioners’ tax regime </p><p>50:10 - Italy vs Italia - and why you should persevere if you want to move here</p><br><p>Contact details for Gareth Horsfall: https://www.spectrum-ifa.com/gareth-horsfall/</p><p>Contact details for Andrew Lawford: https://www.spectrum-ifa.com/financial-advisers-in-italy/andrew-lawford/</p><br><p><br></p><p>The closing music is “L’iride (Mazurka)”, D. Ciolfi, played by Pasquale (O Rêua) and Pietro Taraffo of the Genoese school</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
9 total episodes available
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