Track record
Restructuring Italian HNWI trust
Assisting an Italian HNWI and his family with the restructuring of a family trust.
EU Succession Regulation advice
Advising on the EU Succession Regulation and international conflict of law rules.
New Italian trust reporting rules
Advising trustees and intermediaries on the implication of the new Italian reporting rules involving trusts.
Property structuring for Italian clients
Advising a number of Italian clients on structuring the holding of their London properties.
Italian/UK tax treaty advice
Advising on Italian/UK tax treaties.
Italian and UK estate planning
General Italian and UK estate planning for individuals with connections with both countries.
Italian wine estate deal
Advising a HNWI on the acquisition and structuring of a large Italian wine estate and hotel business.
Succession dispute in UK and Italy
Assisting a prominent client in a highly contentious succession matter both in Italy and in England, involving trust matters, forced heirship and conflict of laws issues.
Talks
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'International Cross-Border Estate Planning in the wake of the EU Succession Regulation - All Change?', STEP Central Southern, Hampshire - 2015
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'The new private international law of succession to the death', Insignum, Naples - 2015
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'Succession Matters and Inheritance Tax in Italy and Scotland', Doing Business in Scotland and Italy: The Legal Perspective - BCCI event, Scotland - 2015
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'Domicile vs. Residence vs. Nationality: Their significance in the context of EU, English, Swiss and Italian succession law', Law Society Private Client Section cross border conference, London - 2015
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'European Regulations on Successions', P+P Pöllath + Partners event, Berlin - June 2014
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'Trusts and Foundations in relation to Inheritance and Gift tax', AIJA/IBA conference Trusts and Foundations in International Estate Planning, Berlin - June 2014
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'Cross-jurisdictional succession', AIJA conference 'Meeting the needs of the modern international family', London - May 2009