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American Expats in Italy

Whether you’re settling into la dolce vita or still planning your Italian adventure, we’ve gathered helpful insights for Americans living in Italy. Explore how Italian tax rules may relate to your U.S. accounts, review general considerations for investing internationally, and discover resources to help you make informed financial decisions.

Read: Living Abroad in Italy

Watch: Insights for U.S. Expats in Italy

Financial Planning for US expats in Italy
49:34
Tax & Estate Planning in Italy
57:06
Financial planning for US expats living in Italy
01:25:31
Financial Planning & Real Estate for US Expats in Italy
01:13:46
Is Renouncing My US Citizenship Worth It?
01:02:01
Estate Planning for American Expats with Bonnard Lawson
42:14
A Story of Efficiency- US Expats & Financial Planing
03:32
PFIC Reporting Explained
02:48

Meet the Team

Questions about life or finances in Italy? Get in touch with our cross-border specialist

Joshua Madden

Financial Planner

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Joshua is a Financial Planner at Dunhill Financial. He is passionate about working with clients on their financial plans to help them reach their goals 

 

Joshua has an international background including a Master's degree in European Law and Economics as well as work and study in the UK, Belgium and Germany, largely in the fields of business growth and regional investment.

 

Outside of work, Joshua is also a Trustee of Adur Ukraine Support Association (AUSA), as well as an active member on their committee. He helps to manage the affairs of the association and to generally promote the culture and welfare of Ukrainians living in the UK.

 

You can find his ADV Part 2B here

Disclaimer

Dunhill Financial, LLC, and its subsidiary DF-Direct, are Registered Investment Advisers. The information and content provided on this website are for general informational purposes only and do not constitute financial, investment, legal, tax, or professional advice.  Investments involve risk and may result in a loss of value. Returns are not guaranteed. Dunhill Financial and its representatives are not tax advisors, accountants, or legal professionals. Please consult appropriate licensed experts before making financial decisions.

Legal Disclosure

Authorised and Regulated in the United States by the SEC as Dunhill Financial, LLC. Registered Address: Swan Court, 11 Worple Road, Unit 109, SW19 4JS, London, UK.

Dunhill Financial Ltd and Hoxton Wealth (UK) Ltd have entered into a Joint Venture to introduce and support wealth management services for clients.  All UK regulated financial advice is provided and corporate responsibility is held by Hoxton Wealth (UK) Ltd, a company authorised and regulated by the Financial Conduct Authority (Financial Services Register No 586130 at https://register.fca.org.uk/). Dunhill Financial Ltd is not directly authorised or regulated by the UK FCA. 

Dunhill Financial is a member of the Private Client Consultancy network.  Private Client Consultancy is a trading name of Efficient Frontiers SL, whose registered address is Calle Jazmin 2, Urb Jazmin Miraflores, Mijas Costa 29649, with CIF B42839589, authorised by the Dirección General de Seguros y Fondos de Pensiones No J-3930, holding obligatory Professional Indemnity Insurance with AIG Europe for the regulated activity, which is insurance related investments and pensions, and with sufficient financial capacity in accordance with the law. PCC is licensed to operate directly in Spain and it is also licensed to operate in Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany | Greece | Ireland | Italy | Latvia | Lithuania | Luxembourg | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Sweden | and the Netherlands, under the freedom of services provision. 
Efficient Frontiers SL acts as an introducer to GuildAM Ltd. GuildAM is authorised and regulated by the Maltese Financial Services Authority (¨MFSA¨) with authorisation number GUIL24464. GuildAM is authorised as an Investment management company and also provides additional services(commonly referred to as ¨MIFID services¨).

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