Experience
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)