A capital gain realized one month too late, a pension restructured at the wrong moment, a residency triggered before the optimal regime was elected: these are the irreversible decisions that shape a client's fiscal life for years. Entry Strategy exists to avoid them. We work with you in the months that precede your move, when every option is still on the table and every choice can still be timed correctly.
Entry Strategy is our pre-relocation advisory service for individuals and families planning a move to Italy within the next 6 to 24 months.
We analyze your current financial and personal situation, identify the most beneficial Italian tax regime available to you, and design a step-by-step relocation plan that aligns timing, residency, and asset structure. The result is a written roadmap you can act on with confidence — and that your foreign advisors can coordinate with.
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High-net-worth individuals and families considering relocation to Italy
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Foreign retirees evaluating the 7% pensioners regime
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Skilled workers and executives planning a move under inbound workers schemes
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Entrepreneurs and business owners with cross-border interests
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Anyone with significant capital gains, real estate, or pension assets requiring careful timing
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Comprehensive fiscal residency analysis: current jurisdiction vs. Italy
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Italian tax regime eligibility assessment and comparison
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Pre-relocation tax planning: capital gains realization, exit taxes, asset transfers
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Coordination with your foreign tax advisors and wealth managers
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Detailed relocation timeline with milestones and deadlines
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Identification of administrative steps (visa, codice fiscale, residency registration)
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Initial intake call (60–90 minutes)
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Written fiscal positioning report tailored to your situation
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Italian tax regime recommendation with quantitative comparison
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Personalized relocation timeline and checklist
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Up to three follow-up consultations during the relocation phase
Ideally 12 months before your planned move. Some optimizations — particularly those involving capital gains realization, pension restructuring, or trust arrangements — require time to set up properly under both home-country and Italian rules.
Book a call with our team to discuss how we can support your specific situation.