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NEWS AND RESOURCES

FINANCIAL ADVICE ITALY

The Age of the Italian Tax Incentive

From a tax perspective there has probably never been a better time to move to Italy, in modern history at least. In recent years Italy has been following Portugal and Cyprus’s lead and attempting to attract new residents made up of retirees, high net worth individuals...

Substitutive Tax Regime Attracts Wealthy Foreign Citizens to Italy

In 2017 Italy Finance Law introduced a flat rate of tax of €100,000 aimed at attracting high net worth foreigners to reside in Italy. The law states that new residents will pay only a flat lump sum tax of €100,000 in place of normal income tax. As with any new...

Have you left, or are you leaving, the UK with £1,000,000 in pensions?

Many professionals – both British and other nationalities – leave the UK to continue their careers abroad with pension savings which could create an extra tax for them in retirement. As companies react to fears around Brexit, many professionals are being relocated to...

How much do I need to save for my retirement?

Have you given thought to what the sunset years of your life will look like? If your dream is have the freedom to travel and have fun then you might need to take a good hard look at your financial situation today.   It all starts by asking yourself a few simple...

The Great Italian Tax Break – for new residents with foreign pensions (including Italians!)

The 2019 Italian Budget heralded good news in the form of a tax break for people with foreign income who have not been resident in Italy during the last 5 years and become resident in a town with a population of less than 20,000 in the regions of Sicily, Sardinia,...

Do UN employees need a Supplementary Pension?

We think not, which is not to say that UN employees do not need to save for retirement but the question should be what is the most suitable way for a UN employee to save for retirement? This article expands on one of the points we made in our previous article titled...

Private Pensions in Italy – The Second Pillar

Pensions in Italy, as with many things, are dominated by the state. The state is the primary provider for people in their retirement and the pension system (known as The First Pillar) is funded by social security contributions made by workers and employers. When...

QUESTIONS TO ASK A FINANCIAL ADVISOR

Questions to ask your Financial Advisor   This article delves into questions you should be asking your financial advisor. Whether you’re about to start speaking to an advisor or you are already working with one, it is absolutely imperative that they can provide...

TIPS FOR GETTING THE BEST POSSIBLE MORTGAGE DEAL IN ITALY

TIME TO SWITCH TO A FIXED RATE MORTGAGE? If you have a variable mortgage which has more than a few years to run then you could benefit greatly over the long term by shopping around for a fixed rate mortgage now, if you haven’t done so already. Clearly you will have...

UNDERSTANDING INPS

What is INPS? The National Institute of Social Security ( INPS ) is the main social security institution of the Italian public pension system, in which all public or private employees must be enrolled and most of the self-employed workers who do not have their own...

The Age of the Italian Tax Incentive

From a tax perspective there has probably never been a better time to move to Italy, in modern history at least. In recent years Italy has been following Portugal and Cyprus’s lead and attempting to attract new residents made up of retirees, high net worth individuals...

Substitutive Tax Regime Attracts Wealthy Foreign Citizens to Italy

In 2017 Italy Finance Law introduced a flat rate of tax of €100,000 aimed at attracting high net worth foreigners to reside in Italy. The law states that new residents will pay only a flat lump sum tax of €100,000 in place of normal income tax. As with any new...

How much do I need to save for my retirement?

Have you given thought to what the sunset years of your life will look like? If your dream is have the freedom to travel and have fun then you might need to take a good hard look at your financial situation today.   It all starts by asking yourself a few simple...

Do UN employees need a Supplementary Pension?

We think not, which is not to say that UN employees do not need to save for retirement but the question should be what is the most suitable way for a UN employee to save for retirement? This article expands on one of the points we made in our previous article titled...

Private Pensions in Italy – The Second Pillar

Pensions in Italy, as with many things, are dominated by the state. The state is the primary provider for people in their retirement and the pension system (known as The First Pillar) is funded by social security contributions made by workers and employers. When...

QUESTIONS TO ASK A FINANCIAL ADVISOR

Questions to ask your Financial Advisor   This article delves into questions you should be asking your financial advisor. Whether you’re about to start speaking to an advisor or you are already working with one, it is absolutely imperative that they can provide...

TIPS FOR GETTING THE BEST POSSIBLE MORTGAGE DEAL IN ITALY

TIME TO SWITCH TO A FIXED RATE MORTGAGE? If you have a variable mortgage which has more than a few years to run then you could benefit greatly over the long term by shopping around for a fixed rate mortgage now, if you haven’t done so already. Clearly you will have...

UNDERSTANDING INPS

What is INPS? The National Institute of Social Security ( INPS ) is the main social security institution of the Italian public pension system, in which all public or private employees must be enrolled and most of the self-employed workers who do not have their own...

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