Retiring to Italy is a dream — but it also means navigating a maze of tax rules, reporting requirements, and cross-border investment pitfalls. From how Italy taxes your U.S. retirement accounts and Social Security to the traps of PFICs and wealth taxes, understanding the financial landscape is essential. With the right planning, you can protect your income, stay compliant, and enjoy la bella vita with peace of mind.

Have you decided to move abroad for a new adventure but what should you do financially?

“Investing puts money to work. The only reason to save money is to invest it.” - Grant Cardone As an expat investor, there are different...

“The biggest risk is not knowing what you are doing,” Peter Bernstein, American financial historian and economist. All investments come...

A person doesn't know how much he has to be thankful for until he has to pay taxes on it.” - Ann Landers Americans with foreign trusts...

“Our tax code is so long it makes War and Peace seem breezy.” - Steven LaTourette One of the most common financial questions expats ask...

“Today, it takes more brains and effort to make out the income-tax form than it does to make the income.” - Alfred E. Neuman ...

The UK Spring Budget on Wednesday March 15th 2023 saw Chancellor Jeremy Hunt making large scale reforms to the UK pension regime. During...

“Financial planning and discipline is key to one’s financial freedom” - Kishorkumar Bapalli As an expat, your financial life can be...

Compound interest is the eighth wonder of the world.” - Albert Einstein Whether you’re an expat or not, the same fundamental advice...

The IRS adjusts various tax exemptions and thresholds each year to ensure that they keep up with inflation. For example, expats should...

When moving to the UK, if you are employed by a UK firm you will most likely find yourself enrolled into a workplace pension. This is...

Dunhill Financial is proud to participate in an online financial planning event for European expats in the US on October 26th at 1pm ET.

Most first-time homebuyers in the US use a mortgage to finance their home purchase. In fact, only 30 percent of U.S. home purchases in 2021

If your a US citizen or US expat, the sheer number of retirement and savings options out there can be overwhelming at times.

Retirement planning in the Western world is mostly based on a 3 pillars - your government pension, corporate pension and personal savings.

Living and working abroad can be an exciting, satisfying and profitable experience.

In the last article on US credit scores, we talked about why you ought to maintain your credit score even while living outside of America.

We’re all well aware that we should save money for retirement, but many of us don’t know what to do or how it works.

Risk is an integral part of investing.