Financial Advice
Our in house qualified financial advisor can give you a personal consultation and offer you tailored advice to suit your needs
Income Tax
Inheritance Tax
Inheritance tax in Italy covers taxation on death and much can be done to reduce this tax for the next generation.
Liquid Assets
Money kept in the bank is in general earning less than inflation so losing value over time. For many, these funds are in the wrong currency, taxable and do not help with inheritance planning. There may be better solutions.
Property Wealth Tax
Imposta sul valore degli immobile situati all’estero (IVIE) relates to immovable property assests held anywhere in the world as an Italian resident.
Capital Gains Tax
Capital Gains Tax on the disposal of shares, second properties and most other investments are normally taxable in Italy.
Succession Law
Succession law can to some go against their personal wishes for what happens to their estate on death. There are often solutions available to help make your personal choices count.
Simon Verity
Financial Advisor
After gaining a diploma in Business and Finance, Simon first qualified as a Financial Advisor in the UK in 1991 and has been giving cross border financial advice to British clients for the last 18 years. During this period he has built up considerable knowledge of tax efficient Italian investments and inheritance planning. In 2018 Simon gained the Chartered Insurance Institute qualification in Mortgage Advice and Equity release and thus, currently holds the latest UK financial planning qualifications. His overwhelming attribute is his approach to financial planning, his calm and professional demeanour inspires confidence in his advice, which makes him the perfect person to consult when considering your financial future in Italy.
Financial Consultation Packages
Overview Package
1-hour package to look at your overall situation from a financial perspective. This will be followed up with an email confirming the outcome
Detailed Package
4-hour package to look at your overall situation from a financial perspective. Subsequent support and research are included in the package and a report will be issued with conclusions
Tax Return Package
This package includes completing and lodging your tax return and applying for your tax number and relevant codes as required. We can also help with expert financial advice to minimise the amount of tax you pay.
Our ‘Overview’ and ‘Detailed’ packages are a review of Italian/UK cross border taxation, cross border/Italian inheritance planning, tax-efficient investments in Italy, QROPS, SIPPS, UK pension transfers, life insurance/assurance vie which are discussed in a consultation with our financial advisor.
If we subsequently arrange investments as this is an appropriate solution then our charges will be offset against any future payment received from financial institutions.
Italian Connections HCB is an appointed representative of Private Client Consultancy, a trading name of Efficient Frontiers SL, whose registered address is Calle Jardin Botanico, 23/24, La Cala de Mijas, Mijas Costa 29649, with CIF B42839589, authorised by the Direccion General de Seguros y Fondos de Pensiones No. J-3930, holding obligatory Professional Indemnity Insurance with AIG Europe for the regulated activity, and with sufficient financial capacity in accordance with the law, is directly authorised to operate in Spain. It is also licensed to operate in Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany | Greece |Ireland | Italy | Latvia | Lithuania | Luxembourg | Malta | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Sweden | and the Netherlands, under the freedom of services provision.
Private Client Consultancy (a trading name of Efficient Frontiers SL) acts as an Introducer to AQA Capital Ltd. Mr Andrew Oliver, who forms part of the PCC Group, acts as Investment Committee Member with AQA Capital. In his role as Investment Committee member with AQA Capital, Mr Oliver is involved in portfolio management function. AQA Capital is authorised and regulated by the Maltese Financial Services Authority (“MFSA”) with registration number C 70143. AQA is authorised as a UCITS and AIF management company and also provides additional services including discretionary portfolio management and investment advisory services (commonly referred to as “MIFID services”). AQA Capital is authorised to provide services across the EU countries via the EU passport, as well as to clients resident in other non-EU jurisdictions.
