James Mitchell
Client Support

22 Sep 2026

For accountants, lawyers, relocation specialists, property professionals and tax advisers, client relationships are built on trust. When a client moves to Italy or becomes an Italian tax resident, that trust is often tested by complex cross-border financial, tax and succession planning challenges that fall outside a professional's core area of expertise.

This is where the right strategic partnership can make all the difference.

At Italy Adviser, we work alongside trusted professionals to help international clients navigate the financial realities of living in Italy. Rather than competing with existing advisers, we complement their expertise, enabling them to offer a more complete and valuable service to their clients.

A SPECIALIST RESOURCE FOR INTERNATIONAL CLIENTS IN ITALY

Since 2009, Italy Adviser has focused exclusively on helping international individuals and families organise their financial affairs in a way that is safe, tax-efficient and compliant with Italian regulations. We combine specialist wealth planning knowledge with access to an extensive network of financial, tax and legal professionals, allowing clients to receive coordinated advice tailored to their circumstances.

Many professionals encounter clients who need guidance on issues such as:

• Becoming an Italian tax resident
• Restructuring investments for Italian compliance
• Managing cross-border tax implications
• Succession and inheritance planning
• Pension and retirement income strategies
• International portfolio management

These situations often require highly specialised expertise. By collaborating with Italy Adviser, professionals can confidently refer clients knowing they will receive independent and knowledgeable support.

STRENGTHENING YOUR PROFESSIONAL PROPOSITION

Clients increasingly expect their advisers to provide solutions, not simply identify problems.

A collaboration with Italy Adviser enables professionals to expand the range of services available to their clients without increasing internal complexity. By introducing clients to experienced cross-border wealth specialists, professionals can enhance their own proposition while remaining focused on their core expertise.

This creates several important advantages:

1. DELIVER GREATER CLIENT VALUE

Clients benefit from access to specialist wealth planning expertise covering international taxation, residency transitions, pensions, investments and succession planning.

2. BUILD STRONGER CLIENT RELATIONSHIPS

When clients receive practical solutions to complex financial challenges, trust deepens. Professionals who facilitate those solutions often strengthen their role as the client's primary trusted adviser.

3. IMPROVE LONG-TERM CLIENT RETENTION

Supporting a client's broader financial wellbeing creates stronger and longer-lasting professional relationships. Rather than seeking solutions elsewhere, clients see their existing adviser as the gateway to a trusted network of experts.

INDEPENDENCE MATTERS

Italy Adviser operates as part of an independent financial planning network and is not tied to any financial product provider. This means recommendations are driven by client needs rather than sales targets, product quotas or institutional conflicts of interest. The firm works only with reputable international institutions that meet high standards of transparency and service.

For professional introducers, this independence provides reassurance that clients are receiving objective recommendations designed around their specific goals and circumstances.

SOLVING REAL CHALLENGES FOR INTERNATIONAL RESIDENTS

Italy remains one of the world's most attractive destinations for internationally mobile families, retirees, executives and entrepreneurs. However, becoming resident in Italy often creates unexpected financial complexity.

Many new residents discover that investment structures which were effective in their home country may become inefficient or even tax punitive under Italian rules. Others require assistance with succession planning, pension arrangements or ensuring investment portfolios remain compliant and tax efficient.

Italy Adviser specialises in helping clients address precisely these challenges through personalised wealth planning, portfolio structuring and long-term financial strategies tailored to Italian residency.

A REPUTATION BUILT ON TRUST

Perhaps the strongest endorsement comes from the professionals and clients who continue to recommend Italy Adviser after many years.

6 April 2025

Start of residence-based rules for income and inheritance tax; withdrawal of non-dom regime.

Complete a full UK–Italy residence and domicile review; identify treaty residence; align wills and succession plan in both systems; review trusts and companies holding UK or Italian assets.

6 April 2029

National Insurance saving on pension salary sacrifice capped at £2,000 per employee per year

For those still UK-employed, redesign salary and pension funding arrangements so that contributions remain efficient under the new cap.

1 April 2028

High Value Council Tax Surcharge on English residential property valued at £2 million or more

Decide whether to retain, sell or restructure high-value English homes; factor the new annual surcharge into long-term holding and succession plans.

6 April 2027

New, higher rates for UK property and savings income; unused pension funds and most pension death benefits brought into the inheritance tax estate

Reassess the viability of UK buy-to-let property; revise pension drawdown and death-benefit nominations; decide how much pension capital should remain inside the estate at death.

6 April 2026

Higher United Kingdom dividend tax rates and removal of favourable treatment for some non-resident dividend cases

Rebalance portfolios between UK and non-UK shares; test the combined UK and Italian tax cost of dividend income; adjust investment strategy to manage double taxation.

26 November 2025

Tightening of “property-rich” capital gains rules for certain structures, including protected cell companies

Review and, where appropriate, simplify or restructure offshore vehicles that hold UK property; decide whether any disposals or rebasing should occur under the old rules.

Date

Measure which comes into effect

Deadlines: planning steps that should be completed by that date

April 2031

End of current income tax threshold freeze

Use the intervening years to stage withdrawals, disposals and lifetime gifts; manage income and gains so that frozen bands are used deliberately rather than by default.

Get in touch today to discuss a mutually beneficial professional relationship and discover how we can work together to deliver outstanding outcomes for your clients.

Click here to get in contact with us.

The firm's client testimonials include senior banking professionals, chartered accountants and financial executives who highlight the team's expertise, integrity, transparency and ability to simplify complex cross-border financial matters.

For collaborative partners, this proven reputation provides confidence that referrals will be handled with professionalism, care and respect for existing client relationships.

WHEN IS THE RIGHT TIME TO INTRODUCE A CLIENT?

A referral may be particularly valuable when a client:

• Is moving to Italy or has recently become an Italian tax resident.
• Holds non-Italian investment structures that may create tax inefficiencies.
• Requires guidance on succession planning involving Italian assets.
• Needs specialist cross-border wealth planning expertise.
• Requires assistance with long-term retirement, investment or portfolio structuring.
• Has investable assets of €250,000 or more and seeks a compliant, tax-efficient wealth management solution.

LET'S BUILD A STRONG PROFESSIONAL RELATIONSHIP

The most successful professional partnerships are built on shared values: integrity, expertise, transparency and a commitment to delivering the best possible outcomes for clients.

At Italy Adviser, we believe collaboration creates better results for everyone involved. Your clients gain access to specialist cross-border wealth expertise, you strengthen your professional proposition, and together we help international residents in Italy achieve greater financial confidence and security.

If you work with international clients and would like to explore how a partnership with Italy Adviser could benefit both your clients and your business, we would be delighted to hear from you.

Many of our clients are highly qualified financial professionals who appreciate our ability to provide simple and clear solutions in an environment where transparency can often be lacking.