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Cross-border wealth succession – Transferring Wealth with Confidence

As soon as assets are transferred across national borders, the tax situation becomes complex. We support entrepreneurs and private individuals with inheritances, gifts and succession arrangements between Italy and other countries. Careful consideration of Italian and international inheritance and gift tax rules makes it possible to avoid cross-border tax conflicts.

PDC Alliance reception area with an open and welcoming layout PDC Alliance reception area with an open and welcoming layout

International assets, multiple tax liabilities

The more countries are involved, the more complex the tax classification becomes. What is decisive is the correct assessment of real estate, corporate shareholdings and financial assets in an international context. On this basis, succession structures emerge that reduce double taxation risks and stand the test of time.

Green plants as part of modern office design at PDC Alliance Green plants as part of modern office design at PDC Alliance

Anyone relocating their residence to or from Italy triggers tax consequences – often without realising it. We handle exit and entry cases, international family wealth and asset transfers in an entrepreneurial context with foresight, coordinating where necessary with lawyers specialised in corporate and inheritance law.

Your contacts

Dott. Comm. Josef Vieider Dott. Comm. Josef Vieider Dott. Comm. Josef Vieider Email: [email protected] Phone: +39 0471 288 333 View profile →
Dott. Comm. Alessandro Zanellato Dott. Comm. Alessandro Zanellato Dott. Comm. Alessandro Zanellato Email: [email protected] Phone: +39 0471 288 333 View profile →
Dott. Comm. Stefan Lanznaster Dott. Comm. Stefan Lanznaster Dott. Comm. Stefan Lanznaster Email: [email protected] Phone: +39 0471 288 333 View profile →
Dott. Comm. Thomas Pichler Dott. Comm. Thomas Pichler Dott. Comm. Thomas Pichler Email: [email protected] Phone: +39 0471 288 333 View profile →
RA Avv. Vanessa Gasteiger RA Avv. Vanessa Gasteiger RA Avv. Vanessa Gasteiger Email: [email protected] Phone: +39 0471 288 333 View profile →
Newsletter

Our newsletters – Useful Updates on Tax and Legal Matters

22.09.2026, Newsletter no. 38/2026

Periodic reporting by delegated directors – reminder for the first half of 2026

Delegated directors must report to the board of directors and the statutory auditors at least every six months on business performance, outlook and major transactions. The documentation for the first half of 2026 should be completed within the third quarter.

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02.09.2026, Newsletter No. 36/2026

Refund of foreign VAT – applications for 2025 to be filed by Wednesday, 30 September 2026

Companies and self-employed professionals may claim a refund of VAT paid in other EU Member States during 2025 up to 30 September 2026. We summarise the procedure, deadlines, minimum amounts and documentation requirements.

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