Italy: Wealth & Asset Management

As life expectancy in Italy reaches 81.7 years for men and 85.7 years for women while fertility rates decline, families and entrepreneurs face unprecedented challenges in managing wealth transfer, business continuity, and protection during extended periods of potential incapacity. Italian lawmakers have begun addressing these demographic shifts through new legislation, but private family planning remains essential to coordinate personal protection, asset management, and succession across jurisdictions.

Explore how global conflicts reshape energy markets and economic alliances, while discovering strategic approaches to UK inheritance tax planning for expatriates and the opportunities within Italy's favorable 7% pensioner tax regime.

When living in Italy, should you keep your savings in cash or invest for the future? This analysis examines the role of cash versus investment strategies for expatriates and residents managing their finances in Italy, considering inflation, market returns, and the specific circumstances that determine which approach makes sense for different financial goals.

The lure of southern Italy has just got that much greater for those people thinking of retiring to somewhere in the sun.

Divorce is possibly one of the most difficult things that individuals have to go through. The immense disruption caused by such issues as the separation of assets and the custody of any children...

Nobody likes thinking about it but it is important to draft a will. Family dynamics are very different now and less straightforward than in the past. Many factors have completely altered the way families are formed.