Italy as a Destination for U.S. and UK Taxpayers: Mitigating Double Tax, Residency Paths, Lineage Citizenship Changes
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will address primary tax and immigration considerations for U.S. taxpayers, UK non-doms, and doms considering relocating from their current country to Italy. Our panel of astute global taxation and immigration advisers from the U.S., UK, and Italy will discuss the relative taxes that come into play with such a move, outline the various ways of obtaining immigration status and citizenship in Italy, and offer advice to mitigate and circumvent relative taxes.
Outline
- U.S. tax basics
- UK tax basics
- Italian Immigration and citizenship basics
- Italian tax basics
- Case studies (background, motives, strategies):
- American moving to Italy
- American expatriating and moving to Italy
- UK non-dom moving to Italy
- UK dom moving to Italy
Benefits
The panel will cover these and other critical issues:
- Recent changes to Italian lineage citizenship rules
- Strategies to mitigate double taxation
- Paths to obtain citizenship or the right to reside in Italy
- Case studies including U.S. and UK non-doms and doms moving to Italy
Faculty
David Lesperance, J.D.
Founder and Principal
Lesperance & Associates
Mr. Lesperance is one of the world’s leading international tax and immigration advisors. He has successfully... | Read More
Mr. Lesperance is one of the world’s leading international tax and immigration advisors. He has successfully advised scores of high and ultra high net-worth individuals and their families, many of whom continue to seek his counsel today. In addition Mr. Lesperance has provided pro bono advice to many governments on how to improve their Citizenship by Investment, Residence by Investment or “Golden Visa” type programs to better meet the needs of his global clients. He is supported by a team of professionals, some of whom have worked with him since the early 1990s.
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Piers Master
Partner
Charles Russell Speechlys
Mr. Master acts for some of the Firm's largest private clients and heads our Private Wealth Sector. He acts for... | Read More
Mr. Master acts for some of the Firm's largest private clients and heads our Private Wealth Sector. He acts for high net worth individuals from across the world, but especially from the Middle East, where he acts for many ruling family members and billionaires – many of whose families have US links. Mr. Master's work for these families includes advising on the establishment of global assets holding structures, family governance projects and global real estate investments. He is a Visiting Professor at the University of Law, a Council Member of the International Academy of Estate and Trust Law, and an International Fellow of the American College of Trust and Estate Counsel. Mr. Master's lectures regularly in the UK and internationally on matters of private client interest. He has been featured in eprivateclient’s 50 Most Influential listing, the definitive listing of leading private wealth lawyers, in 2021, 2022 and 2023. Mr. Master's is admitted to practise in England and Wales.
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Priya Prakash Royal, Esq, LL.M., MBA, AEP, TEP
Managing Attorney
Royal Law Firm
Ms. Royal Royal has been practicing since 2006 and brings unparalleled experience in International Tax Law,... | Read More
Ms. Royal Royal has been practicing since 2006 and brings unparalleled experience in International Tax Law, trusts & estates, and non-profit law, combined with a distinguished background as a former IRS Estate Tax attorney. She stands as a visionary leader in private client services. A multijurisdictional attorney armed with an LL.M. in Taxation and an MBA, Ms. Royal embodies excellence across legal and business domains, practicing in multiple jurisdictions including the District of Columbia, New York, New Jersey, Pennsylvania, and Maryland. Distinguished with AEP (Accredited Estate Planner) and TEP (Trusts & Estate Practitioner – International) designations, she elevates industry standards. Ms. Royal has served as Co-Chair of the DC Bar Estate Trusts and Probate Steering Committee and earned the 2022 Trailblazing Attorney of the Year Award from the esteemed DC Bar Communities. Her spotlight in Bloomberg Tax (BNA) adds global recognition to her trailblazing presence. As the Managing Attorney of Royal Law Firm PLLC, Ms. Royal spearheads a boutique women-powered firm focusing on multinational leadership, focusing on tax, business, charitable planning, and trusts & estates law.
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Nicola Saccardo
Partner
Charles Russell Speechlys
Mr. Saccardo specializes in Italian tax and estate planning in cross-border situations. A significant part of... | Read More
Mr. Saccardo specializes in Italian tax and estate planning in cross-border situations. A significant part of his practice is related to advice to UHNWIs considering relocation to Italy.
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Early Discount (through 08/08/25)
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