Please register if you want to contribute!

Recent Posts

Pages: [1] 2 3 ... 10
General finance / Re: Italian Will
« Last post by Mammamia on March 17, 2017, 03:47:07 PM »
We've handwritten ours in Italian and in English (just to be clear) because circumstances change, this way we can amend them to our hearts content. I know we'll have to pay at some point to publish them, but at least we'll have saved on writing two or three versions during our lifetime.

We did go an see an English speaking solicitor who gave us a standard template, that may be ok for some people but it wasn't for us. When we asked her about our situation she said she'd have to look into it and would get back to us, probably in a few months as August was coming up and she was spending time at the beach. At least she was honest, although she never did get back.  :D
General finance / Re: Italian Will
« Last post by Relaxed on March 17, 2017, 02:09:20 AM »
What Levissima has recounted accords with my experience.

In Italy, Wills are necessarily dealt with by notaios, (there is no concept of a 'executor'), and in my experience making your Will a 'public document',(which means making it before a notaio) is not only the most secure way of ensuring your Will is respected unconditionally, but it is probably the most economical.

A holographic Will is entirely acceptable in law, but it still needs to be 'published' by a notaio. If you have already lodged your Will with a notaio (paying them something like €600 for the privilege) they'll knock this off their 'publishing fee' (more or less).

So, if you have a notaio who you trust to be honest and straightforward, just use the notaio.

But, a further consideration; if your English Will starts off with the conventional phrase 'this will and testament revokes all previous...' then watch out: that can be considered to supersede any Italian Will you wrote at an earlier date. So, if you 'update' your English Will, you might well negate your Italian Will.
General finance / Re: Italian Will
« Last post by thediggers on March 16, 2017, 07:06:25 PM »
EU law on succession changed August 2015 for those EU countries that signed up to it (Italy did, the UK did not) – link here. If you search “EU succession changes” you will likely get a lot more commercial “advice” on what is the best thing to do - most costing a reasonable amount. Other people from what I’ve read on other forums seem to be of the opinion a UK will with a relevant clause saying you want UK law to apply (if you do) and a hologrpahic (hand written) will in Italian saying the same and/or additionally your wishes in full, will suffice.  Ultimately only you can decide on what is at times complex, confusing and conflicting advice. What is relevant to you and your particular circumstances and what you feel comfortable with is what matters. Personally I think we should all have a will and we should endeavour to make things as simple as possible for those we want to benefit from it.
General finance / Re: Italian Will
« Last post by levissima on March 16, 2017, 05:07:19 PM »
Both my husband and I had wills which covered property in the Uk but not property in Italy. We hand wrote wills to deal with Italian property and his was accepted when he died. I did have to use a notaio to make a certified translation and to publish the will (cost in the region of €2k) before transferring the property.

I think, even if you've paid to have a will drawn up, you still must pay to publish it. It strikes me that unless the will is complicated you might as well just hand write it, at no cost, as you're still going to have to pay for it to be published.

There has been a lot of talk about Italian property being dealt with under UK inheritance laws and I'm sure it's possible, if you can persuade the jobsworth doing the Italian probate. They tend to do only what they know here and that's Italian inheritance law.

General finance / Re: Italian Will
« Last post by Shebar on March 16, 2017, 04:44:08 PM »
Yes.  I made a will at the office of an avvocato in Lanciano.  It is more or less an exact copy of the one held by my solicitor in the UK.  It has to be hand-written in both English and Italian. 

Since I am alone here, I also wrote another legal document which nominates a young bi-lingual friend to act in my interests should I become incapable of looking after myself.
General finance / Italian Will
« Last post by Maz on March 16, 2017, 04:18:49 PM »
Has anyone ever arranged an Italian will and if so did you use a notaio, commercialista, avvocato or another official?

Any help would be greatly appreciated.
Residency / Re: Residency again!
« Last post by Olive Oyl on March 15, 2017, 11:48:53 AM »
I went to see a commercialista for advice about tax. Dave and I are early retirees, have never worked in Italy, only own 1 house and pay tax directly in the UK on pensions and savings. The commercialista advised that we do not even have to complete a tax return form here as there is no point. Of course this will all no doubt change once the UK leaves Europe! I do keep receipts and have a copy of the email from the commercialista advising re the tax return just in case. If our house was divided and part could be rented out, that would be a different scenario too.
Residency / Re: Residency again!
« Last post by levissima on March 15, 2017, 11:13:36 AM »
Everyone I think. I'm not employed and I certainly have to do it. I've even been investigated by the Guardia Di Finanzia, fined a percentage of nothing for not paying something I didn't owe and then fined for not paying the zero fine because it's not possible to pay a zero fine!

You may have nothing to pay but they still want a tax return every year.
Residency / Re: Residency again!
« Last post by Orbito on March 15, 2017, 11:05:40 AM »
Also bear in mind that once resident you are required to make yearly tax returns in Italy.

Levi is that the case for retirees too, or just if you're working?
Residency / Re: Residency again!
« Last post by thediggers on March 15, 2017, 10:30:36 AM »
Hi all, first post so go easy.

I bought a house a year ago, and am now looking to apply for residence.

I found this: which seems to suggest you can do this at the post office.

But have seen other pages which say it must be done at the Questura/Anagrafe/Commune

Does anyone know what the current procedure is?


 I can see why you said “go easy” … So first off, welcome!
Very interesting link to a very confusing site, first thing that struck me was that it looked like an old site just by its style, certainly one I’ve can’t recall ever seen before. I found it a bit annoying the its lack of a date or indication on any page as to when this came about. However by chance clicking on the Italian version of the “Home” it gives a different start paragraph with a full date that indicates 2012… So I had a look at the Poste site to see if this tie up was actually there and sure enough there ares some procedures of this nature. To cut a long story short, this page here, if you expand “Per i cittadini UE”, kind of confirms what those here have already said and what this “oracle” (aka web snooper) thought was still the case for EU citizens.
As an aside I would love to know if the procedures work for those who are not from the EU as it could well be easier and a lot quicker than dealing with some comune.
Best of luck!

Pages: [1] 2 3 ... 10