Lawyer specializing in Franco-Italian taxation

Developing a heritage between France and Italy

Italy attracts many French investors, entrepreneurs and individuals who wish to acquire real estate, create an activity or establish themselves there for a long time. Economic relations between the two countries are particularly supported and generate tax problems that go beyond the national framework.

Franco-Italian taxation is based on the application of the laws of both States and on the bilateral tax convention. Personalised analysis is essential in order to secure investments and avoid situations of double taxation.

Success in changing tax residence

Installing in Italy can profoundly change the tax regime for income, wealth and capital gains. The French and Italian authorities appreciate the tax residence according to several criteria, including the home, the centre of economic interests and the duration of presence in each country.

A rigorous preparation can anticipate the consequences of an expatriation, a return to France or a simultaneous activity in both states.

Structure its investments in Italy

Real estate and financial investments

The acquisition of real estate in Italy or holding interests in an Italian company may result in tax obligations in both countries. The taxation of rental income, dividends, capital gains or financial income should be anticipated in order to avoid any difficulties in tax returns.

Preparing for the transmission of a heritage

Donation or succession projects involving goods located in France and Italy require a cross-border approach. An appropriate heritage organization ensures secure transfer of assets and prevents conflicts of jurisdiction between tax administrations.

Support French companies in Italy

Italy is a privileged market for many French companies. The opening of a subsidiary, the use of local distributors or the development of a commercial activity must be structured to limit tax risks.

Our firm supports companies in setting up their businesses, analysing intra-group agreements, managing transfer pricing and securing financial flows between French and Italian companies.

An expertise dedicated to Franco-Italian taxation

Each international project presents specific tax issues that require a tailor-made approach. Our firm works with individuals, leaders and international groups to secure their operations between France and Italy.

Whether it is expatriation, real estate investment, corporate restructuring or tax control, we provide a legal analysis tailored to the objectives of our clients and the requirements of both tax administrations.