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The change we want to see in the world starts with our Pensions
Your ability to access a privately funded source of income and savings at retirement is becoming crucial as is the urgent need to safeguard our planet, empower our communities and create a fairer society
Protection Planning
in One Uncomplicated Solution
Intelligent Wealth Management
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Tax Planning
Retirement Planning
Investment Planning
Financial Planning
Succession Planning
Access our range of tax efficient and portable sustainable pension solutions which have been designed for United Nations Staff and Consultants, NGO Staff, entrepeneurs and digital nomads who want to save for the future by investing in companies, bonds and organizations which protect the planet, empower communities and create a fairer society whilst providing a positive return on capital.
Trusted by the international community since 2009 to help them navigate, understand and simply their financial life with fair, transparent fees and charges in Italy
Who can we help?
If you have a minimum of 250K Euro available for investment, Let us show you how setting up and managing your portfolio does not need to be complicated and expensive in Italy
Who can we help?
If you have a minimum of 250K Euro available for investment, Let us show you how setting up and managing your portfolio does not need to be complicated and expensive in Italy
The problem?
Where do you begin and who can you trust?
Setting up your portfolio to be safe, tax efficient and compliant in Italy whilst making sure that you fully understand all of the facts and charges can be difficult. Local banks and advisers in Italy rarely understand how investments held outside of Italy work and advisers outside of Italy are usually not familiar with local rules and regulation which creates additional complications and risks.
If you would like to discuss your own individual circumstances get in touch now
What make us different?
Easy to understand
Transparent fees and charges
Flexible and portable
Safe and Compliant
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Sustainable investing connects investors with innovative companies and organizations working to create a better and more sustainable future for all
Empowering Communities
Put your money behind ideas that help communities take control of vital assets and services
Positive Long term financial performance
Invest in Positive Change
UN Sustainable Development Goals
Sustainable investments have performed well in recent years, often delivering higher returns than the broader market
A set of 17 global goals which are the blueprint to achieve a better and more sustainable future for all
Asset Allocation and Cashflow
Traditional
Impact
Traditional
ESG integration
Exclude
Impact
Exclude
ESG integration
seek financial return without consideration of sustainable criteria or outcomes
limit exposure to unethical or damaging industries
include ESG scores or sustainability policies into risk / return profiling
positive environmental and social change with market rate returns
- 250K Euro to 499K Euro
- 500K Euro to 2 Million Euro
- 2 Million Euro and above
Book a meeting
Key Benefits of our Private Wealth Solutions
- Access to a dedicated range of leading institutional class, low cost, risk rated managed index, managed multi asset and discretionary managed portfolios in Euro, GBP and USD.
- Socially responsible portfolios available
- Your portfolio can be adjusted to suit changes in your personal or professional Circumstances including relocation out of Italy
- Free choice of beneficiaries. Your estate can be passed on according to your Wishes
- You can set up a regular income facility, make withdrawals and add contributions
- Investment flexibility with the fiscal advantages of a life assurance policy
- Segregation of assets and protection against creditors
- Highly tax efficient for investing and drawing out income
in Italy - Changes in the underlying investments do not need to trigger a capital gains charge
- Capital paid to beneficiaries in the event of death is not subject to Italian Inheritance tax
Unity Financial Partners provide custom Private Wealth Solutions which include flexible and internationally portable Unit Linked Life Insurance and pensions.
Fill out the contact form and we'll be in touch
View our
- 250K Euro to 499K Euro
- 500K Euro to 2 Million Euro
- 2 Million Euro and above
Book a meeting
View our
- 250K Euro to 499K Euro
- 500K Euro to 2 Million Euro
- 2 Million and above
Book a meeting
Client Testimonials
Unity Financial Partners gave us the trusted advice we needed on how to structure our portfolio when we became Italian residents. We wanted low cost transparent charges, a portfolio of sustainable funds and to make sure that that we would not have any tax issues in Italy or elsewhere. We didn’t know what to do or where to go to get advice and are so pleased to have discovered Paul and the team at Unity. Paul explained everything carefully and gave us the confidence and clarity we needed. I have met many financial advisers but few with his integrity and honesty. We heartily recommend this firm to anyone in our position or any Italian resident looking to check how best to restructure their portfolio.
Mike Urmston - Former Chief Actuary at Aviva Life and Chair, Phoenix Life
A colleague recommended Unity Financial Partners. As a UK citizen and Italian tax resident I have found the depth of knowledge, the tools and the network that Paul and his team have developed have successfully supported the reorganisation of my financial arrangements to ensure compliance and efficiency with the local regulatory environment and leverage opportunities offered.
Anthony Saunders - Chartered Accountant and former Financial Director
Unity Financial Partners are past masters at identifying, analysing and resolving complex problems.They have helped me navigate Italy’s complex fiscal and financial environment and provided me with an easy to understand solution and the utmost transparency and integrity regarding fees and charges.
John J Law MBE - Retired Senior Banker and Ex-President of the British Chamber of Commerce for Italy.
Having retired from the military and deciding to retire in Italy, I wanted a reliable company with people who could explain simply and clearly, how to set up a tax efficient investment compliant for Italy. Unity financial partners provided all of this in spades.
The personal service was excellent, nothing was too much trouble, everything was explained clearly and the set up was very efficient. I can strongly recommend Unity Financial Partners as a Financial Planning company who put the customer first, provide excellent support, sound advice and have set me up to achieve what I want for the future.
David Nield MBE - NATO - Retired
Dr Rod Cooke - Ex Division Director, United Nations
Unity Financial Partners gave us the trusted advice we needed on how to structure our portfolio when we became Italian residents. We wanted low cost transparent charges, a portfolio of sustainable funds and to make sure that that we would not have any tax issues in Italy or elsewhere. We didn’t know what to do or where to go to get advice and are so pleased to have discovered Paul and the team at Unity. Paul explained everything carefully and gave us the confidence and clarity we needed. I have met many financial advisers but few with his integrity and honesty. We heartily recommend this firm to anyone in our position or any Italian resident looking to check how best to restructure their portfolio.
Mike Urmston - Former Chief Actuary at Aviva Life and Chair, Phoenix Life
John J Law MBE - Retired Senior Banker and Ex-President of the British Chamber of Commerce for Italy.
Anthony Saunders - Chartered Accountant and former Financial Director
The personal service was excellent, nothing was too much trouble, everything was explained clearly and the set up was very efficient. I can strongly recommend Unity Financial Partners as a Financial Planning company who put the customer first, provide excellent support, sound advice and have set me up to achieve what I want for the future.
David Nield MBE - NATO - Retired
Dr Rod Cooke - Ex Division Director, United Nations
Common Concerns & FAQs
We will help you structure your portfolio so that you can make use of all the available allowances and advantages for Italy so that your portfolio is tax efficient and tax compliant together with simplified reporting
We will provide you with a clear outline of all fees and charges. Contact us to review the fees and service you currently pay for. In most cases we can reduce unnecessary fees and charges substantially
You will be able to freely designate your chosen beneficiaries and decide on the proportionate amount of benefit. You will also be able to modify or revoke the beneficiary clause should you wish
We will help you check that your current asset allocation matches with your short, medium and long term cash flow needs and that your portfolio is structured to be safe, tax efficient and compliant for Italian residence
© Unity Financial Partners
Italyadviser.com is a trading style of Unity Financial Partners Srl which is registerd with IVASS Reg No B00035674. Unity Financial Partners is able to passport services throughout the European Union. Unity Financial Partners also facilitates services via a network of affiliated professional partners who are separately registered and regulated in their own right within the European Union and worldwide. Registered Office: Viale Aventino 80, Rome 00153. Administration Centre: Via Del Vespro 75, Messna 98122. Partita IVA/
Admin Office:
Messina 98123
Tel: (+39) 090 770171
