News and Resources

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...

An Alternative Solution to the South African Expats Tax Problem

There has been a fierce response to the removal of the tax exemption on foreign income from many South Africans with a number of possible solutions being discussed in earnest by those affected. Financial Emigration, Tax Emigration and using Foreign Pensions all have...

New Tax for South African Expats

What is it? South African residents will be taxed on any foreign earnings above ZAR 1,000,000 (approximately £50,000 / €60,000 / $70,0000) at a rate of up to 45%. When will it be introduced? March 2020, although it is important to act well before then so...

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...

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...

RAISING STANDARDS IN FINANCIAL ADVICE FOR EXPATS IN ITALY

Valiant Wealth are setting new standards in independent financial advice for international people and expats resident in Italy. This article was originally published by Italian Insider – an English language newspaper and website for expats in Italy.

FINANCIAL CHALLENGES FACING EMPLOYEES OF THE UNITED NATIONS

If you work for the United Nations in Rome or elsewhere in the world you’ll be familiar with the financial challenges of understanding tax, saving and investing for retirement and the implications of being internationally mobile.

UK PENSIONS

Understand everything about UK pensions and their legislation. Covering the UK state pension, final salary pensions, SIPPs, QROPS, pension transfers and much more

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FINANCIAL ADVICE ITALY

Italy can be a confusing place for expats. Our articles cover everything from banks, tax, investing, insurance property and much more.

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EXPAT FINANCIAL ADVICE

Help for expats looking for independent financial advice. Covering various financial matters for expats of different nationalities

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UK TAX AND FINANCE

Keeping you up to date and informed on the latest UK financial matters plus important information on UK tax laws and how they apply to expats.

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INVESTING

Whether you’re an experienced investor or a novice, we aim to provide valuable insight into the world of investing so you are better informed and empowered.

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INTERNATIONAL FINANCE NEWS

All the up to date and important stories from around the world that matter the most to expats and international investors.

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