Alessia is a partner in the private client team and tax team.
She is a dual qualified English solicitor and Italian lawyer (avvocato). She advises on a range of wealth planning matters affecting high net worth individuals, entrepreneurs and their families, in respect of their international estate planning, trust and tax matters, as well as on cross-border inheritance disputes with an emphasis on the complex interaction between the English conflict of laws system and the Continental rules.
Alessia also advises executors, trustees and beneficiaries in complex international probate and trust matters, often managing multijurisdictional cases and teams, and in stress-testing their structures from a Continental viewpoint.
Her client base primarily consists of high net worth individuals, international families with wealth across different countries, entrepreneurs, and city professionals, as well as foreign trustees and family offices. Her wider wealth planning practice includes assisting non-UK resident clients with pre-immigration tax planning, ongoing UK tax and remittance planning, as well pre-deemed domicile planning for long term UK residents and exit strategies.
Alessia also advises individuals moving to Italy and she has developed a particular focus on assisting clients who relocate there under the newly-introduced Italian special tax regime (the so-called ‘Italian res-non-dom regime'), being part of the team who assisted the first individual who obtained the ‘Italian res-non-dom status'. For her clientele looking to establish themselves in Italy or invest there, she is able to provide a wide range of Italian law advice, including pre-immigration, real estate and estate and succession planning, as well as auditing, and where necessary, restructuring clients' structures in advance of a potential relocation.
Thanks to her practice spanning across different jurisdictions Alessia has developed particular expertise in analysing double tax treaties, both in the context of income and capital gains tax but also in relation to inheritance tax.
She is a native Italian speaker and is fluent in French, which is very helpful when explaining complex concepts to foreign clients, or when dealing with foreign families, counsels and notaries.
Recent recognition
Track record
Restructuring Italian HNWI trust
Assisting an Italian HNWI and his family with the restructuring of a family trust.
EU Succession Regulation advice
Advising on the EU Succession Regulation and international conflict of law rules.
New Italian trust reporting rules
Advising trustees and intermediaries on the implication of the new Italian reporting rules involving trusts.
Property structuring for Italian clients
Advising a number of Italian clients on structuring the holding of their London properties.
Italian/UK tax treaty advice
Advising on Italian/UK tax treaties.
Italian and UK estate planning
General Italian and UK estate planning for individuals with connections with both countries.
Italian wine estate deal
Advising a HNWI on the acquisition and structuring of a large Italian wine estate and hotel business.
Succession dispute in UK and Italy
Assisting a prominent client in a highly contentious succession matter both in Italy and in England, involving trust matters, forced heirship and conflict of laws issues.
Talks
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'International Cross-Border Estate Planning in the wake of the EU Succession Regulation - All Change?', STEP Central Southern, Hampshire - 2015
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'The new private international law of succession to the death', Insignum, Naples - 2015
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'Succession Matters and Inheritance Tax in Italy and Scotland', Doing Business in Scotland and Italy: The Legal Perspective - BCCI event, Scotland - 2015
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'Domicile vs. Residence vs. Nationality: Their significance in the context of EU, English, Swiss and Italian succession law', Law Society Private Client Section cross border conference, London - 2015
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'European Regulations on Successions', P+P Pöllath + Partners event, Berlin - June 2014
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'Trusts and Foundations in relation to Inheritance and Gift tax', AIJA/IBA conference Trusts and Foundations in International Estate Planning, Berlin - June 2014
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'Cross-jurisdictional succession', AIJA conference 'Meeting the needs of the modern international family', London - May 2009
Insight
Admissions
Italy, 2006
England and Wales, 2008
Education
University of Verona, Italy, LL.M equivalent in law
Languages
- English
- French
- Italian
Memberships
AIJA Association Internationale des Jeunes Avocats (International Association of Young Lawyers) Private Clients Commission
Il Trust in Italia
Key dates
- Year joined: 2005