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Financial Advice for Expats Living in Italy

INDEPENDENT FINANCIAL ADVICE FOR EXPATS IN ITALY

Italy is one of the most desirebale countries to move to in Europe thanks to its warm climate, welcoming culture and favourable tax regimes aimed attracting professionals, entreprenuers and retirees.

The majority of financial advice available in Italy is not independent. Typically, people use a bank or an asset manager who sells a limited range of products with their remuneration coming from the product rather than the client directly. The nature of this model means that the financial advisor is working for an institution rather than working for you.

At Valiant Wealth we take the opposite approach and work for our clients to provide tailored financial planning that is 100% independent, transparent and fee-based.

If you’re an expat looking for independent financial advice in Italy then we can provide you with the right support and guidance to optimise your long-term financial planning.

INDEPENDENT UK-REGULATED ADVICE FOR BRITISH EXPATS IN ITALY WITH UK ASSETS

If you’re a British expat in Italy with assets in the UK then you need a clear picture of how to manage them. Living overseas presents complications with investment management, generating income, managing currency fluctuations, protecting capital and understanding tax obligation both in your own lifetime and when you pass them on upon your death.

We provide UK-regulated advice to assess all of your assets and the optimise them to manage all of the concerns mentioned above.

Contact us via the form below if you want a free and confidential meeting about your situation.

UK-REGULATED ADVICE ON UK PENSIONS

If you’ve spent a significant part of your career working in the UK then it’s probable that you’ll have accumulated pensions either in the form of defined contribution pots or defined benefit final salary pensions.

We give the best UK-regulated advice on UK pensions for British expats in Italy. Unfortunately many British expats in Italy have been badly advised in the past and transferred their UK pensions into Qualifying Recognised Overseas Pension Schemes (QROPS) in jurisdictions like Guernsey, Malta and Gibraltar. The majority – probably 99% – of these were done unnecessarily and could actually leave you worse off.

For more specific guidance on UK pensions for expats in Italy check out our dedicated page.

FINANCIAL ADVICE FOR US EXPATS

US expats and US connected persons face challenges with regard to their investments as many financial institutions simply won’t allow U.S. connected persons to hold investment products and increasing numbers of U.S. financial institutions are closing brokerage accounts for U.S. connected persons with overseas addresses.

The U.S. Foreign Account Tax Compliance Act (FATCA) has paved the path for subsequent and more global regimes, notably the Common Reporting Standard (CRS).

Providing correct advice to US expats is just one area in which we specialise. For a free and confidential meeting about your situation, please contact us via the form below.

THE UNITED NATIONS

Being based in Rome means we are often approached for advice from employees of the United Nations. As a result we have a significant base of clients from the FAO, WFP and IFAD.

Some stay in Italy for a short time while others forge a more permanent presence and base their families here.

Working for the UN has many advantages but can also add unique challenges different from those faced by other expats. Through our years of experience we’ve acquired a unique insight and have built a solid set of suitable solutions.

ITALIAN PROFESSIONALS

We’re often approached by local Italians for independent financial advice as an alternative to the solutions provided by local banks and asset managers.

Our Italian clients tend to be internationally-minded professionals who realise that the importance of taking a global outlook with their financial planning.

We’ve helped Italian professionals with investment solutions and provide valuable advice for those who have worked in the UK to better manage their UK pensions.

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Get in touch for a FREE consultation

We firmly believe that your location in the world should not be a barrier to receiving fair, independent and transparent financial advice that you can trust.

We work with clients across the globe and can offer you a FREE initial consultation wherever you are.

It all starts by getting in touch!

Simply complete the contact form and someone will be in touch for an informal chat to discuss how we can help.