servizi e services
global mobility - it
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Global Mobility for Individuals

Sactis advises entrepreneurs, executives, professionals, investors, retirees and High Net Worth Individuals on every aspect of international mobility, assisting clients with the transfer of their tax residence to and from Italy.

The Firm provides comprehensive support throughout the entire relocation process, from the initial planning stage to ongoing post-relocation assistance, delivering tailored solutions that ensure full compliance with Italian and international tax regulations while efficiently managing tax and wealth-related matters.

Drawing on extensive experience in international private taxation, Sactis assists clients with cross-border relocations, international investments and global wealth planning, coordinating tax, treaty and regulatory aspects through a trusted international network of professionals.

 

Services

The Firm provides advice in a wide range of areas, including:

  • Planning the transfer of tax residence to and from Italy;
  • Tax residence analysis under Italian domestic law, international tax treaties and the OECD Model Convention;
  • Resolution of dual tax residence issues;
  • Application of double taxation treaties;
  • Italian Inbound Workers Regime (Impatriates Regime);
  • Italian Lump-Sum Tax Regime for New Residents (High Net Worth Individuals – Article 24-bis of the Italian Income Tax Code);
  • 7% Flat Tax Regime for Foreign Pensioners;
  • Relocation planning for entrepreneurs, executives, professionals and highly skilled employees moving to Italy;
  • International executive and employee mobility;
  • Taxation of stock options, carried interest, management incentive plans and international remuneration packages;
  • Cross-border workers and frontier worker taxation;
  • International tax planning for entrepreneurs, investors and family offices;
  • Foreign asset reporting obligations (Italian Form RW) and IVIE/IVAFE taxes;
  • International wealth and estate planning;
  • Assistance with Italian personal income tax returns and ongoing tax compliance;
  • Advance tax rulings and pre-filing procedures with the Italian Revenue Agency;
  • Representation before the Italian tax authorities;
  • International tax disclosure and regularisation procedures for foreign assets and investments;
  • Cross-border succession and inheritance tax planning.

 

An International Perspective

International mobility requires an integrated understanding of Italian domestic tax legislation, double taxation treaties, European Union law and OECD principles.

Sactis works alongside its clients to develop efficient and sustainable tax solutions, helping individuals and families structure their personal and financial affairs while preventing double taxation, mitigating tax risks and protecting wealth in an increasingly international environment.