Private Tax
LEXIA provides highly specialized tax services to individuals and families with complex wealth structures, focusing on estate planning, international tax matters, and full compliance with both Italian and foreign tax regulations. Our goal is to protect, enhance, and efficiently transfer wealth in a fully compliant and tax-efficient manner.
We offer cross-cutting support across all key areas of personal taxation, including for clients engaged in business or professional activities. Our services are delivered through a multidisciplinary approach and close collaboration with our Wealth Planning, Real Estate, and Private Clients teams.
We assist clients with the evaluation of tax residence, taxation of foreign-sourced income and assets, application of double tax treaties, and fulfilment of reporting obligations.
LEXIA has significant experience in assisting with Italy’s special tax regimes, including the flat tax for new residents (€100,000 or €25,000 per qualifying family member), the inpatriate regime for workers and executives relocating to Italy, and the 7% pensioners’ regime for those moving to eligible towns in Southern Italy.
We handle the preparation of income tax returns, including sections related to foreign-held assets (Forms RW, RM, RT), assist with supporting documentation, and ensure compliance with all ancillary requirements. For clients with VAT numbers, we offer accounting, VAT management, periodical filings, and statutory bookkeeping services.
We advise on the tax treatment of domestic and foreign trusts, particularly in the context of inheritance planning and international asset protection. We also assist with the management of Italy’s municipal property tax (IMU) and the tax on foreign real estate (IVIE), including calculations, filings, and payment support.
