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Le Tour de Finance, Case Study Sessions in Italy

By Gareth Horsfall
This article is published on: 25th March 2015

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CASTIGLIONE DEL LAGO – 20TH APRIL
 
SAN GINESIO – 21ST APRIL

 

For those of you who know me well you will be aware that I am always a little preoccupied with our Tour de Finance events and that I am always keen to make sure the audience is not bored to tears with dull presentations. I don’t always get it right  and have made some presentation mistakes in the past but improved on those in the ‘Forum’ events over the last 2 years.  
 
Now I am ready to take our Tour de Finance events to another level and start to show you how to use all the tax, residency and financial information that I have been writing about and presenting for some time.

With that in mind, I have decided to make this spring the Tour de Finance 2015
‘CASE STUDY SESSIONS’.

Since 2012 and the introduction of the raft of tax and financial changes in Italy, a new norm of financial planning has evolved.  In the ‘CASE STUDY SESSIONS’ I would like to show you how we can all fit into that new norm and make living in Italy that little bit easier.
 
As usual the events will be FREE open question and answer events.  We will also return with our preferred team of experts who will be on hand to answer questions.

If you are interested in attending these events then they are going to be held on the following days and in the following places:

Castiglione del Lago (Umbria)

Monday 20th April
Michele & Co – Pastisserie

San Ginesio (Le Marche)

Tuesday 21st April
Palazzo Morichelli D’Altemps

The events will open for arrival at 10.30am and start at 11am promptly.  The session will end at approx 1pm.  A FREE buffet with wine and water will be served afterwards where you will have a chance to  speak with the experts directly and have a chance to meet your friends and acquaintances.

DUE TO LARGE NUMBERS AT SOME PREVIOUS EVENTS NUMBERS WILL BE LIMITED TO A MAXIMUM OF 25 PEOPLE SO WE HAVE THE TIME TO ANSWER QUESTIONS SUFFICIENTLY DURING THE MORNING.

 GARETH HORSFALL (THAT’S ME) , THE SPECTRUM IFA GROUP (ITALY)
Presenting the Case Studies and the best way to plan around the Italian tax system.

ROB WALKER, INVESTMENT DIRECTOR
RATHBONES INVESTMENT MANAGEMENT UK.
Rob will be talking about financial marketss.  Greece, the EU, USA and the markets to watch in the coming months and years and how they may all affect us in the near future.

ANDREW LAWFORD,
SEB LIFE INTERNATIONAL.  
Andrew will explain the tax benefits of the Life Assurance Investment Bond as a tax efficient vehicle in Italy, what are it’s uses and what purpose it serves.
 
JUDITH RUDDOCK,
STUDIO DEL GAIZO PICCHIONI (COMMERCIALISTA)
She will be on hand to explain the finer workings of the Italian tax system.

PLEASE BOOK YOUR PLACE EARLY TO CONFIRM YOUR SEAT!!!

If you would like more information on how to get to the venues or to register for this FREE EVENT you can email GARETH.HORSFALL@SPECTRUM-IFA.COM  leaving your full contact details or call me on 3336492356, or use the form below.

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Article by Gareth Horsfall

If you live in Italy and or have financial interests in Italy you can contact Gareth Horsfall directly on: gareth.horsfall@spectrum-ifa.com to request more information about how he may be able to help you. Alternatively you can complete the form below and a message will be sent to him. If you would like to read more about Gareth's work you can follow his blog on tax and financial planning in Italy HERE

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