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