Italian Financial Adviser
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Exploring financial matters for Italian residents. Everything changes when you move to Italy, so make sure you keep up to date with the latest information. Investment, taxes, financial planning opportunities; believe it or not you can achieve tax efficiency in the bel paese. In each episode, Andrew Lawford explores a different topic, interviewing experts who understand Italy from a..
Italian Financial Adviser
1y ago
In this episode we speak with Judith Ruddock, who works with the firm Studio Del Gaizo Picchioni - https://studiodelgaizopicchioni.it. You can reach her by e-mail at: jruddock@studiodelgaizopicchioni.it
We cover a number of areas of interest for people considering a move to Italy, and the list below includes time markers for those who wish to skip to the section that is relevant for them:
2:10 - Residency and tax residency
4:20 - The consequences of residency in Italy
5:45 - Double tax agreements and conflicts of tax residencies
12:45 - Fighting the “Agenzia” (the Italian tax author ..read more
Italian Financial Adviser
2y ago
During the episode, we speak with Jessica Zama of Buckles Solicitors, who gives us her insight on topics ranging from Italian citizenship, visas, estate planning and UK domicile. You can find her details here: https://www.buckles-law.co.uk/about/people/jessica-zama/
I am including a few approximate minute markers so that you can easily locate the sections that are of interest:
Italian citizenship - 2.20
Long-stay permits and language requirements - 4.40
Visas - 7.15
Permesso di soggiorno - 8.30
Family reunification visas - 12.00
Estate planning - 15.30
Inheritance taxes and donations (gifts ..read more
Italian Financial Adviser
2y ago
This episode is really about much more than Brexit - I am including a few approximate minute markers so that you can easily locate the sections that are of interest:
1:28 - Working with a UK financial adviser as an Italian resident
8:55 - Equivalency in financial services between UK and EU
12:57 - Taxation of EU-domiciled managed funds vs UK-domiciled managed funds post-Brexit for Italian residents
15:50 - Tax declarations in Italy for directly-held foreign financial investments
18:15 - The €51,645.69 question - holding foreign currencies as an Italian resident
21:38 - ISAs - what they mean i ..read more
Italian Financial Adviser
2y ago
We discuss Italian economics with Dr Philipp Heimberger, economist at the Vienna Institute for International Economic Studies.
Philipp Heimberger on Twitter: https://twitter.com/heimbergecon
Article by Philipp Heimberger and Nikolaus Kowall:
https://wiiw.ac.at/draghi-government-seven-surprising-facts-about-italy-n-486.html
The closing music is “L’iride (Mazurka)”, D. Ciolfi, played by Pasquale (O Rêua) and Pietro Taraffo of the Genoese school
See acast.com/privacy for privacy and opt-out information ..read more
Italian Financial Adviser
2y ago
Starting a business may be one of the last reasons why you would consider moving to Italy - but this story of an entrepreneurial New Zealander co-founding a high-end coffee machine manufacturer in Milan shows it can be done. A look back at the history of Rocket Espresso (www.rocket-espresso.com) with co-founder, Andrew Meo.
See acast.com/privacy for privacy and opt-out information ..read more
Italian Financial Adviser
2y ago
Buying a property in Italy can be fraught with difficulties, but it needn't be so. In this episode we try to disentangle the difficult parts of the process, so that you can concentrate on the fun parts of finding your dream home in Italy.
We interview two experts, one in the field of property consulting, who can help you find the right property at the right price, and another who will illustrate all the legal aspects you need to be aware of.
Nikki Taylor is our property expert and can be contacted at: https://www.italy-propertyconsulting.com. Her books can be found on Amazon, under the title ..read more
Italian Financial Adviser
2y ago
Trusts are a thorny issue for Italian residents, especially if you already had some connection with one before becoming resident in the bel paese. We take a good look at what kind of trusts might be acceptable and also highlight a few potential problems.
During the episode, we interview Jessica Zama of Buckles Solicitors, who delves into the difficult (but easily simplified) world of trusts in the context of wills and succession. You can find her details here: https://www.buckles-law.co.uk/about/people/jessica-zama/
The overarching message is that you should always consider your affairs from ..read more
Italian Financial Adviser
2y ago
Following up from Episode 1 - here is the full interview with Robert Walker, where we discuss many aspects of investing and above all the right attitude to ensure you get the best outcome.
See acast.com/privacy for privacy and opt-out information ..read more
Italian Financial Adviser
2y ago
This episode explores some basic rules of investment and concentrates on how to make sure that you don't let times of crisis get the better of you.
Below is a list of references made during the show:
Nassim Taleb “Antifragile”
https://en.wikipedia.org/wiki/Antifragile
Berkshire Hathaway Annual General Meeting 2020
https://www.youtube.com/watch?v=69rm13iUUgE&t=19568s
Daniel Kahneman “Thinking, Fast and Slow” - Kahneman and his research partner Tversky gave us much of the theory that lead to what we now call behavioural finance. This book touches so many aspects of our lives and the way w ..read more