Financial Advisers in Italy

If you are an expat in Italy your financial planning will need to meet your personal requirements within the very specific Italian tax and legal frameworks. Our internationally qualified, professional advisers are readily available to make certain you receive expert advice and superb service, bringing you peace of mind. A very important part of this service is to provide ongoing advice. This longer term approach means that you will continue to know that you will continue to be in good financial shape even if your circumstances change, the tax laws change (which happens often) or simply if economic conditions change.

Whether you want to simply know the benefits of a Polizza Assicurativa or QROPS (Qualifying Overseas Retirement Pension Scheme) currency issues or have more complicated matters you wish to discuss such as Residency or Inheritance tax in Italy and how it interacts with UK Inheritance Tax, please contact one of our advisers below.

Are you thinking about moving to Italy?
Postal address:
Via Ottaviano 105
00192, Roma, Italy

 Local Advisers in Italy

Gareth Horsfall Gareth Horsfall
Tel: +39 333 649 2356
gareth.horsfall@spectrum-ifa.com
DANIEL_SHILLITO Daniel Shillito
Tel: +39 345 567 8414
Daniel.shillito@spectrum-ifa.com
Graham Thornley Graham Thornley
Tel: +39 389 780 4171
graham.thornley@spectrum-ifa.com
Or contact us directly through the form below:
 

 

 

 

 

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The Spectrum IFA Group member, TSG Insurance Services S.A.R.L. (Italy Branch), is an authorised brokerage in Italy.

“The Spectrum IFA Group” is a registered trademark, exclusive rights to use in Italy granted to TSG Insurance Services S.A.R.L. (Italy Branch).
Siège Social: 34 Bd des Italiens, 75009 Paris “Société de Courtage d’assurances” R.C.S. Paris B 447 609 108 (2003B04384) Numéro d’immatriculation 07 025 332 – www.orias.fr Conseiller en investissements financiers, référencé sous le numéro E002440 par ANACOFI-CIF, association agréée par l’Autorité des Marchés Financiers

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