BRINGING EXPERTS TO EXPATS IN ITALY 2013

BRINGING EXPERTS TO EXPATS IN ITALY

The Spectrum IFA Group (Italy) are pleased to return in March 2013

with 2 FREE Seminars in

Lucca and Cortona on March 14th/15th respectively. 

It is your opportunity to come and speak with the experts on financial matters 

relating to you as an expat living in Italy.

Our speakers will be

Michael Lodhi, Chairman of the Spectrum IFA Group

Speaking about the consequences of governmental exchange of tax information

and the end of banking confidentiality, in Europe.

Jeremy Ferguson, SEB International      

Demonstrating the tax saving benefits of the Life Assurance Investment Bond in Italy.

Mark Riggall—Vice President/Sales UK of  JP Morgan Asset Management

Speaking of the changing trends in Investments and how to maximize the potential of your money in a low/no growth world.

The Events will be held at

The Hotel Carignano, Lucca on the 14th March 2013

and

The Hotel Il Melone, Cortona on the 15th March 2013. 

The Seminars will commence at 10.30am for coffee, with the speakers starting at 11am.

The Event will include free refreshments and a buffet lunch with time for you

to present direct questions to each of the speakers.

If you would like to attend this FREE seminar, you can reserve a place by contacting us on

Tele:  +39 333 649 2356  or   email gareth.horsfall@spectrum-ifa.com. 

Due to limited availability please reserve a place early.

A Free Inheritance tax and finance seminar in Puglia!

I will be kicking off my seminar season this year as a guest speaker at a seminar on Cross Border Italian Inheritance Tax and Estate Planning hosted by the Studio Legale Metta in Conversano, Puglia on the 2nd March 2013.

I will be presenting on the end of banking secrecy in Europe and tax efficient ways to invest capital.

If you would be interested in attending this event then the full details are below.  You can Register Here

CROSS-BORDER ITALIAN INHERITANCE AND ESTATE PLANNING SEMINAR

 Saturday, 2 March 2013 - Conversano, Puglia, Italy

Studio Legale Metta is pleased to host a free seminar to discuss the legal aspects of Cross-Border Inheritance matters and Estate Planning in Italy. The seminar is for private individuals looking to hear directly from professionals who work in the area of cross-border Italian inheritance.

Held on Saturday, 2 March 2013, the seminar will take place at Agriturismo Montepaolo in Conversano, Puglia from 10:30 a.m. to 1 p.m. Following the seminar will be a lunch for attendees and speakers. 

Key areas to be discussed:

• Italian succession overview.

• Succession by will.

• Intestate succession: What happens when there is no will? Which country's law presides?

• Types of legally valid Italian wills: Holographic, Public, Secret.

• Italian will in violation of reserved family shares.

• Real estate gift as estate plan strategy and related issues.

• Succession of Italian property owned by a non-Italian.

• How to adopt foreign legislation to regulate Italian estate succession.

• Drafting a foreign will that covers Italian assets: essential content and legal requirements. 

• Probate in Italy.

• Italian inheritance taxes.

• Estate plan strategies to minimize or eliminate Italian succession bureaucracy and costs.

• Overview of EU Rules of Regulation regarding cross-border successions (No. 650/2012 of 4 July 2012).

Gareth  Horsfall will be presenting:

• End of banking secrecy and bank confidentiality.

• Implications of EU directive for investors and savers in 2013 and beyond.

• Tax efficient savings and investing opportunities for Italian resident expatriates.

• Investing ideas for a high inflationary environment.

Speaking on the above topics will be:

- Nick Metta, Head of SLM’s International Department

- Alessandro Armenio, Italian Notary Public (notaio) with a large practice assisting foreigner with Wills and Inheritance.

- Gareth Horsfall - Independent Financial Adviser specialising in advising Italian resident expatriates.

The seminar if being offered without charge, however, space is limited so please reserve your admission soon.   Register Here

How we advise our clients at The Spectrum IFA Group.

It is common place in the Independent Financial advise world to recommend investments from a large range of different types of investments.  However, the past has shown us that not all are created equally and there have been a  number of high profile fund closures, collapses and disappearances in recent years.

Lump sum drawdown from a UK pension in Italy

For anyone who is resident in Italy for tax purposes and is holding a UK personal pension, and is intending on drawing down the 25% lump sum from the pension whilst resident in Italy: you want to think before you do so.