Estate Planning — Yours Advisory

Italian Trusts – changes to the taxation regime

Key points: Applicable Regime Since 2018, the Italian Court of Cassation has developed and consolidated the view that the taxable event when assets are transferred to a trust is the […]

Family businesses: the passing-on challenge

Almost all family fortunes are the result of an entrepreneurial success story, often across generations. Yet, despite numerous success stories, the challenge of transferring a family business remains daunting, with […]

Relocation and living abroad – Tax & family affairs

When you are -genuinely- domiciled abroad (such as Dubai in the United Arab Emirates), relevant questions may (and will) arise regarding wealth accumulation in an international context, whether due to […]

Cross-border successions

In an increasingly interconnected world, handling cross-border successions has become more prevalent and complex. Where an individual’s estate includes assets in multiple countries, such as owning property abroad or holding […]