5th February – 07:08
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To continue browsing, you need to log out from another session. Spouses and children do not pay up to one million each, while other heirs do. Here’s the map to navigate the process.
Carefully planning the transfer of savings to one’s heirs is important to preserve the accumulated wealth. It is true that Italy can be considered a tax haven for inheritance: the tax rates are indeed very low compared to most other countries, and high exemptions are provided, amounting to one million for spouses and children. Bearing in mind that the regulatory framework is not set in stone and could change, as has happened in the past.
In any case, taxes are only one of the factors to consider. “We always have to start from the objectives, the tax aspect must be considered alongside,” notes Paolo Ludovici, partner at the tax law firm, Gatti Pavesi Bianchi Ludovici. Certainly, a thorough analysis of the markets and return expectations, net of costs, cannot be ignored: the increase in yields on government bonds has introduced a substantial novelty.
Just consider that in three years, the return on the 10-year Btps has jumped from 0.5% to the current 3.7%. 5th February – 07:08
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