Assisting an Italian HNWI and his family with the restructuring of a family trust.
Advising on the EU Succession Regulation and international conflict of law rules.
Advising trustees and intermediaries on the implication of the new Italian reporting rules involving trusts.
Advising a number of Italian clients on structuring the holding of their London properties.
Advising on Italian/UK tax treaties.
General Italian and UK estate planning for individuals with connections with both countries.
Advising a HNWI on the acquisition and structuring of a large Italian wine estate and hotel business.
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.
Assisting a Russian client with the acquisition of an Italian real estate company and consequently with the restructuring of his personal holding.
England and Wales, 2008
AIJA Association Internationale des Jeunes Avocats (International Association of Young Lawyers) Private Clients Commission
Il Trust in Italia
‘International Cross-Border Estate Planning in the wake of the EU Succession Regulation – All Change?’, STEP Central Southern, Hampshire - 2015
‘The new private international law of succession to the death’, Insignum, Naples - 2015
‘Succession Matters and Inheritance Tax in Italy and Scotland’, Doing Business in Scotland and Italy: The Legal Perspective - BCCI event, Scotland - 2015
‘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
‘European Regulations on Successions’, P+P Pöllath + Partners event, Berlin - June 2014
‘Trusts and Foundations in relation to Inheritance and Gift tax’, AIJA/IBA conference Trusts and Foundations in International Estate Planning, Berlin - June 2014
‘Cross-jurisdictional succession’, AIJA conference Meeting the needs of the modern international family, London - May 2009