Mara Monte

Partner | London


Secretary Nicola Read

 

Track record

Estate planning

Assisted on the estate planning for Italian (and other non-UK domiciled) clients with connections to the UK.

Trusts

Advised on the establishment of excluded property trusts and offshore trusts.

Italy/UK double taxation agreements

Advised on the Italy/UK double taxation agreements (both in relation to income/capital gains tax purposes and in relation to succession tax).

UK pre-immigration and succession advice

Assisted on the UK pre-immigration tax and succession advice for a number of European nationals.

UK/Swiss tax agreement

Advised on the UK/Swiss tax agreement and the LDF.

EU Succession Regulation

Advised on the EU Succession Regulation.

UK/Italian probate

Advised in the context of a probate with UK and Italian elements.

Talks

  • Co-speaking at breakfast seminar organized by Utmost Wealth solutions on the Italian impatriate regime for HNWIs: IT inbound and UK outbound planning (September 2019)

  • Presentation on UK tax implications of Usufruct Arrangements (2019)

  • Speaking at Tax Planning for Non-Domiciliary, Spring 2018 Conference on 'Planning for deemed doms' (May 2018)