In today’s issue: US Wealth Migration to Italy Surges: Flat Tax Regimes, Trust Challenges, Forced Heirship Risks, and Crypto Tax Shifts in 2026. Italy’s Crypto Tax Hike to 33% in 2026: Implications for HNW Portfolios. Released: Citywealth Leaders List Top 50 Italian Advisors and Managers 2026. Citywealth Leaders List, 60 seconds interview: Ian Heap, Bordier & Cie (UK), Marco Mesina, Move to Dolce Vita and Alessia Allegretti, Boies Schiller Flexner. Citywealth Quick Insight Series on Wealth Trends: Michelle White, Rathbones Group, Duncan MacIntyre, Lombard Odier and Paul O’Neill, Bentley Reid. Winter Fair 2026: 40 years of The Decorative Fair in London. Nomadar Expands Talent Identification Project to Ecuador with Cadiz CF. Sustainability – Marylebone at a Crossroads: When a Village is Recast as a Medical Quarter. Citywealth Leaders List spotlight. |
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US Wealth Migration to Italy Surges: Flat Tax Regimes, Trust Challenges, Forced Heirship Risks, and Crypto Tax Shifts in 2026 |
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Italy update: Recent legal changes include an increase in the annual flat tax on foreign-source income under the new-resident regime to €300,000 from €200,000, for those establishing tax residency on or after 1 January 2026. This is something Switzerland advisors, push back on, saying it does not provide reassurance or certainty with so many, frequent increases in the annual, flat tax charge. Alongside the introduction of a 33% capital gains tax rate on cryptocurrency assets from the same date.
Despite the tax changes for good or bad and the American ‘gold rush’, further, persistent questions persist over the treatment of trusts, succession rules and philanthropic vehicles under Italy’s civil-law system, which includes strict forced heirship requirements – despite the EU providing a level of harmonisation across the different legal systems. Read more → |
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Italy’s Crypto Tax Hike to 33% in 2026: Implications for HNW Portfolios |
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| Italy’s decision to increase the tax rate on cryptocurrency gains to 33 percent from 2026 marks a significant shift in how digital assets are treated within the private wealth framework. For high-net-worth families, the change comes at a time when crypto holdings are already intersecting with succession planning, disclosure obligations and cross-border reporting. Read more → |
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Released: Citywealth Leaders List Top 50 Italian Advisors and Managers 2026 |
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| Italy has attracted growing numbers of high-net-worth individuals and families relocating from abroad, including a significant and ongoing proportion from the United States. Factors cited include lifestyle preferences, historic family connections, business prospects and specific tax arrangements for new residents. Read more → |
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Citywealth Leaders List, 60 seconds interview:Ian Heap, Bordier & Cie (UK) |
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| As both the CEO of Bordier UK and a private client Investment Director, I never quite know what my diary will look like from one week to the next; however, they do say variety is the spice of life! Read more → |
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Citywealth Leaders List, 60 seconds interview:Marco Mesina, Move to Dolce Vita |
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| I am an Italian tax attorney and the founder of Move to Dolce Vita, a boutique tax and legal advisory firm assisting high-net-worth individuals, entrepreneurs and internationally mobile families with relocations to Italy and broader cross-border planning. Read more → |
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Citywealth Leaders List, 60 seconds interview:Alessia Allegretti, Boies Schiller Flexner |
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| I am a partner at Boies Schiller Flexner, a US law firm, based in Italy. I advise companies, entrepreneurs and families with international interests on cross-border corporate, governance and strategic structuring matters. My practice sits at the intersection of business and private client advisory, and I often work on situations where ownership, succession, governance and international structuring overlap. Read more → |
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Citywealth Quick Insight Series on Wealth Trends:Michelle White, Rathbones Group |
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| A Labour government traditionally poses challenges for high-net-worth individuals and the current situation is no different, though pressure has intensified due to the state of public finances. The Chancellor faces significant pressure to balance the books in a way that aligns with Labour priorities, often by targeting the highest earners and wealthiest individuals. Read more → |
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Citywealth Quick Insight Series on Wealth Trends:Duncan MacIntyre, Lombard Odier |
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| 2025 and now 2026, even though only a few weeks old, are years in which the narrative has changed, and a new global order is emerging. In a multipolar world of unpredictable trade policies, geopolitical tensions, and evolving alliances, we believe that effective investment strategies will require flexibility and even broader diversification than before. Read more → |
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Citywealth Quick Insight Series on Wealth Trends:Paul O’Neill, Bentley Reid |
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| The current global political landscape is creating unprecedented uncertainty—not just trade uncertainty through tariffs and their subsequent reversals, but broader geopolitical instability. We’re seeing developments across Ukraine, Russia, Venezuela, threats to Cuba, Colombia, Greenland, Canada, Iran, and involvement in Gaza. Read more → |
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| Winter Fair 2026: 40 years of The Decorative Fair in London
A unique and inspiring collection of antiques from a wide range of dealers. Read more → |
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| Nomadar Expands Talent Identification Project to Ecuador with Cadiz CF
Announced a recent international project in Manta and Ecuador. Read more → |
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| Citywealth Magic Circle Awards 2026 – Online Voting open
Cast your vote now. The online voting counts for ten per cent of the results. Vote now → |
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SustainabilityMarylebone at a Crossroads: When a Village is Recast as a Medical Quarter |
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| Marylebone has long been one of London’s rare villages. It is defined not by a single function but by balance: homes, gardens, culture, small shops, medicine, history and daily life coexisting within a human scale. Read more → |
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Citywealth Leaders List spotlightThe Citywealth Leaders List is a user rating directory of the leading individuals in international private client and wealth management. The Leaders List hosts our Top Lists – independent curations of the best professionals in their fields. See below a spotlight on a few of the stellar individuals that make up our directory. |
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| Sarah Bartram-Lora Reina, Head of Clients and Intermediaries, IQ-EQ View her profile here. |
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| Marco Cerrato, Partner, Maisto e Associati View his profile here.
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| Hema Anand, Partner, Head Private Real Estate, Broadfield View her profile here. |
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