Wealth management in Italy – essentials for US and UK residents

You’ve made it happen: you’re living your dream life under the Italian sun, enjoying long lunches, rolling hills and a slower pace of life. The last thing you want is for that dream to be cut short by financial complications. Managing your wealth in a foreign country can be confusing – and without the right strategy, costly mistakes can creep in.

Thankfully, this free 45-minute webinar with a wealth management expert from Holborn Assets will show you how to protect what you’ve built and make your money work harder in Italy.

You’ll discover the key essentials of wealth management in Italy for UK and US nationals – from understanding local taxation and structuring your assets, to planning for retirement and managing cross-border investments. You’ll gain clarity on how to balance financial efficiency in Italy with compliance back home, ensuring your lifestyle abroad is as secure as it is enjoyable.

What you’ll learn:

• How Italian taxation affects income, pensions and investments from abroad
• The role of cross-border financial advisers and how to choose the right one
• Key differences between UK, US and Italian financial systems
• How to structure assets for long-term stability and tax efficiency
• Practical steps to prepare for relocation or retirement in Italy

Whether you’re already settled or planning your move, this session will help you make confident, informed decisions about your finances in Italy.

About Holborn Assets
With over 25 years of experience and 19 offices worldwide, Holborn Assets has supported more than 20,000 international clients. In 2024, the firm won Excellence in Citizenship Services at the Investment Awards.

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