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Insured for over 10 million euros
International inheritance protection and planning
The service is designed for those who live or have interests outside Italian territory:
- People who live in Italy but own assets abroad;
- Residents in Italy who have heirs or family interests abroad;
- Non-residents who need to manage an inheritance or assets located in Italy;
- Family units composed of individuals of different nationalities or residing in multiple countries;
- Families who own assets distributed across several countries and wish to plan potential gifts or successions;
- Entrepreneurs who intend to manage the generational transfer of their business.
The Firm offers integrated advice from both tax and legal professionals, allowing all relevant aspects connected to the specific case to be properly addressed: inheritance taxation, double taxation, tax credits, habitual residence of the deceased and applicable law.
Management and planning
The service consists of comprehensive tax and legal assistance in the planning and management of national and international successions.
We support clients in handling inheritance procedures and calculating inheritance or gift taxes.
We also analyze the deceased’s residence and the applicable law according to EU Regulation No. 650/2012, assessing any cases of double taxation and the related tax credits.
The goal is to ensure a secure, compliant, and tax-efficient transfer of assets, protecting the rights and interests of heirs and testators, even when assets or connections abroad are involved.
Service delivery
Assistance in inheritance and succession matters is provided either remotely or in person, depending on the client’s needs and the complexity of the case.
We use secure digital tools for document exchange and electronic signatures, allowing all procedures to be completed without travel.
Our legal and tax advisors, experts in Italian and international succession law, also provide assistance in English for clients residing abroad or with assets abroad.
Timing
Inheritance and succession advice can be requested both before and after death.
Before death, it is useful for planning the transfer of assets, considering the drafting of a will, making gifts, or preparing the generational transfer of a business, ensuring order, clarity, and tax benefits.
After death, the advice becomes essential for managing the succession in full compliance, calculating and paying taxes, coordinating any assets or heirs abroad, and resolving potential conflicts between the laws of different countries.
Why it may be necessary to request succession advice
Managing a succession, especially when assets or heirs are abroad, requires integrated tax and legal expertise to avoid errors, double taxation, or disputes. Succession advice allows for planning the transfer of assets, complying with national and international regulations, and protecting the rights of heirs.
Arletti & Partners provides comprehensive support through:
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Tax and legal advice;
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Personalized analysis;
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Document management and case monitoring.
