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
Recording of a 110-minute CPE webinar with Q&A
This webinar will address primary tax and immigration considerations for U.S. taxpayers and UK residents considering relocating 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 taxpayer moving to Italy
- American taxpayer expatriating and moving to Italy
- UK resident 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. taxpayers and UK residents 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, Esq., LL.M. (Tax), MBA, AEP®, TEP is an established international private client tax attorney and... | Read More
Ms. Royal, Esq., LL.M. (Tax), MBA, AEP®, TEP is an established international private client tax attorney and Managing Attorney at Royal Law Firm PLLC with nearly two decades of experience advising ultra-high-net-worth individuals, global family offices, and private business owners on cross-border tax strategy, asset protection, and multigenerational wealth preservation. A former IRS Estate Tax Attorney, she brings rare insight to high-stakes estate, trust, and business structuring matters. Ms. Royal is a Forbes Contributor on international tax and wealth strategies, and has authored insights in several leading publications including Bloomberg Tax and Wealth Management. She has been spotlighted in Bloomberg Tax for her experience in cross-border planning as well. Ms. Royal currently serves as Treasurer and Branch Officer of STEP Mid-Atlantic and has held leadership positions within the D.C. Bar Communities, where she was also honored as Trailblazing Attorney of the Year in 2022. She also advises on emerging areas of wealth planning, including digital assets, AI-driven strategy, and intangible asset structuring, and frequently serves as co-counsel, expert witness, and strategic advisor in complex valuation and tax matters. As the founding thought leader behind Klexa™ Consulting LLC (www.klexagroup.com), Ms. Royal bridges elite advisory experience with practical systems to help families and founders globally build aligned, enduring legacies.
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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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