Fiscal management for multi-asset and multi-country assets
Diversifying your property into different, unrelated assets is the strategy to protect yourself from instability and produce value at every stage of the economic cycle.
Multi-asset investment solutions improve the risk/performance profile, compared to funds focusing on only one asset. Fiscal management, however, is more complex.
For each specific asset, in fact, there are different rules, changing over time and requiring in-depth knowledge.
At Seven Fiducaria, as withholding agent, we deal with all these aspects in a precise and constant way. You will be able to carelessly build up your multi-asset property and benefit from advantages.
At Seven Fiduciaria, we provide guidance and act as withholding agent in complex multi-country property management processes, which can involve both Italian and international stocks.
Each country has its rules. Those who bump into different fiscal norms must:
- know the laws varying from country to country;
- keep up-to-date on any developments;
- respect different deadlines to fulfill all duties.
Thanks to our speciality in this field, we deal with all these complex aspects, allowing you to consider all investment options freely
With Seven Fiduciaria acting as withholding agent you have many advantages
Discretion towards third parties
Advisories, investors, professionals can turn to us to manage all tax-related issues in secrecy. Through the trusteeship, the information regarding the property where third parties are involved is professionally protected.
At Seven Fiduciaria, we partly or completely stand in for buyers when it comes to keeping in contact with the financial administration, calculating and withholding the taxes to pay in accordance with the latest norms: from the simple capital gain tax of Italian stocks to the taxation of investments held abroad.
The RW form is the form for the individual income tax return where international investments and international financial activities up to 31 December of the reference year are indicated. The amount of the transfers exceeding € 10.000 and performed over the year must also be indicated.
Those who choose Seven Fiduciaria as withholding agent do not have to complete the RW form.
Buyers who perform financial and/or asset-related activities via an Italian trust company do not need to fill in the RW form for the individual income tax return.
At Seeven Fiduciaria we deal with the administrative process connected with the payment of taxes, exonerating you from having to handle the complex dynamics of the Inland Revenue.
Besides, you can benefit from fiscal optimisation. For instance, if you are in contact with two credit institutes and the first one issues a positive management result and the other one issues a negative management result, you should pay the taxes in the former case, whereas you would have a tax credit in the latter case.
With the trusteeship, instead, the two positions are fiscally consolidated and you are exempt from paying credit-related taxes with the first bank.
Would you like to know more about how Seven Fiduciaria can help you with fiscal management
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