Background

Facing sudden UK tax changes, our ultra-high-net-worth client sought a strategic move to Italy. We ensured a smooth transition, aligning their personal and business interests with Italy’s favourable tax and legal landscape.

Challenges

• Maximising UK Property Sale: Securing a premium price well above market value.

• Finding the Perfect Italian Home: Matching the client’s exact location, style, and size preferences.

• Fast-Track Redevelopment: Completing extensive renovations within a strict deadline.

• Strategic Restructuring: Aligning business and estate with Italy’s tax and legal framework.

Solutions

• Premium UK Property Sale: We secured a top-market deal for the client's home, ensuring a premium price, flexible timeline, and seamless transaction.

• Exclusive Italian Property Acquisition: We sourced and secured a Grade II listed property, balancing historic charm with customisation potential, while negotiating optimal legal, tax, and brokerage terms

• Fast-Track Redevelopment: With a tight deadline, we orchestrated renovations, modernising the property to the client’s vision. We streamlined approvals, secured top Italian craftsmen, and managed every detail—ensuring a flawless, on-time completion.

Estate Restructuring

We simplified the client’s trust structure, set up a new local company, and integrated it into their existing group. We introduced the client to key local contacts to help establish smooth day-to-day operations in Italy.

Results

• UK Property Sold Above Market: Secured a 25% premium by leveraging our elite real estate network.

• Flawless Italian Acquisition: Matched the perfect property within budget, cutting acquisition costs by 15%.

• Rapid Redevelopment: Delivered a fully renovated, luxury-ready home on schedule.

• Streamlined Estate Structure: Aligned the client’s assets with Italian legal and tax frameworks for lasting benefits.

Conclusion

This case highlights our ability to manage complex international relocations and estate restructuring, providing a seamless, end-to-end service that covers everything from property sale and acquisition to redevelopment and legal restructuring. 

By combining in-depth local knowledge with a global perspective, we were able to meet our client’s needs and exceed their expectations, ensuring their smooth transition to Italy.