The Firm
Foglia & Partners is a boutique firm specialised in tax matters, based on the specialist skills, experience and strong client focus of its team of professionals.
Established in 2016, the Firm is a landmark in tax advisory, supporting clients in the most complex strategic and management decisions as well as in day-to-day business.
Permanently listed in the Tax sector of prestigious rankings published by national and international directories for its recognised expertise in Italian and international tax law, the Firms has received several awards for multiple aspects of tax advisory, including wealth management and HNWI taxation, M&A and extraordinary transactions, financial taxation, tax litigation and cooperative compliance.
Corporate taxation
Foglia & Partners advises clients on tax issues related to day-to-day and extraordinary business management, providing clients with the most appropriate tools and solutions to best manage tax issues also through an ongoing relationship with the corporate functions. The Firm assists on an ongoing basis leading national and international groups and companies, including listed ones.
Extraordinary transactions, Business Restructuring and M&A
Foglia & Partners assists clients regarding all corporate reorganisations, including cross-border transactions, dealing with the tax profiles of all relevant phases, including structuring, due diligence, assistance in the negotiation and drafting phase with counterparties and in the implementation phase. The Firm frequently advises clients in mergers, demergers, spin-off and liquidation transactions, listing, takeover bids, and corporate restructuring, including through share exchanges or the transfer of businesses.
Financial taxation
Foglia & Partners advises clients on tax implications of all major extraordinary finance and capital markets transactions: issues, placements and listings of financial instruments (shares, bonds, minibonds) on regulated markets, provision of medium/long-term financing, structured finance transactions, securitisations and factoring, assisting some of the major players in the financial (banks, asset managers, private equity and venture capital funds) and industrial sectors.
Litigation
Foglia & Partners has strong experience in managing relationships with the Tax Authorities and in domestic and international tax disputes, assisting clients with the utmost care during audits, in pre-litigation phases, in the context of tax settlements, as well as in tax litigation in all its stages, from the first instance to the Supreme Court.
International Taxation
Foglia & Partners provides advice on all issues relating to direct and indirect taxation in the international context, also in structuring cross-border reorganisation transactions of Italian and foreign multinational groups, as well as assisting clients in the context of Advance Ruling Procedures and Mutual Agreement Procedures.
Rulings and enhanced cooperation procedures
Foglia & Partners advises clients with reference to all discussions with the Tax Authorities, both within the scope of ruling procedures and with reference to special regimes aimed at establishing an enhanced cooperation with the Tax Authorities (the so-called “cooperative compliance regime”) or at obtaining certain tax benefits granted by the domestic system.
HNWI and wealth management
Foglia & Partners assists private clients in estate planning, generational transitions and asset protection (e.g. family pacts; etc.). Advising HNWIs with a “tailor-made” approach, the Firm has gained strong experience in all the beneficial regimes provided for individuals who relocate to Italy, as well as regarding all tax profiles linked to the management of clients' real estate, economic and artistic assets, habitually dealing with the set-up of trusts, partnerships and structured products.
Transfer Pricing
Foglia & Partners advises several multinational groups on all implications relating to transfer pricing regulations in the context of intra-group transactions carried out with non-resident companies, to ensure compliance with the arm's length conditions of the transfer prices charged. The Firm has strong experience in the preparation, analysis and control of the set of documents necessary for the correct description and assessment of transactions with associated companies, in order to ensure compliance with the Transfer Pricing Guidelines.
Foglia & Partners è uno studio boutique specializzato in materia tributaria. Fondato nel 2016 rappresenta un punto di riferimento in Italia nella consulenza fiscale stabilmente inserito nel settore tax dei ranking di prestigiose directories nazionali e internazionali. Lo Studio assiste in maniera continuativa società e gruppi di primissimo rilievo nazionale ed internazionale prestando consulenza in merito alle tematiche fiscali connesse alla gestione ordinaria e straordinaria d’impresa, proponendo gli strumenti e le soluzioni più opportune per gestire in maniera ottimale la variabile fiscale e garantendo un costante rapporto con il management.
I Professionisti dello Studio vantano una consolidata esperienza nella pianificazione delle operazioni straordinarie, anche transfrontaliere, occupandosi sia della fase di due diligence che dell’analisi delle conseguenze tributarie, oltre che dell’assistenza nella fase di negoziazione e nella fase di implementazione.
Foglia & Partners si occupa anche dei profili fiscali di tutte le principali operazioni di finanza straordinaria e capital markets, tra cui emissioni, collocamenti e quotazioni di strumenti finanziari.
Lo Studio si occupa di tutte le tematiche relative alla fiscalità diretta ed indiretta in ambito transnazionale, anche nell’ambito della pianificazione delle operazioni di riorganizzazione cross-border di gruppi multinazionali, nonché assistendo i propri clienti nel contesto di ruling preventivi e Mutual Agreement Procedures.
Foglia & Partners presta assistenza ad una clientela private di primario standing per la pianificazione e per la tutela patrimoniale, nonché per la pianificazione successoria ed il passaggio generazionale (e.g. patti di famiglia; ecc.). Lo Studio può contare su una consolidata esperienza in merito a tutti gli aspetti fiscali del wealth management, ivi inclusa la gestione del patrimonio immobiliare, mobiliare e artistico dei clienti, anche mediante la costituzione di trust, società semplici, prodotti strutturati.
Lo Studio fornisce assistenza a vari gruppi multinazionali relativamente a tutti gli aspetti relativi alla valutazione dei componenti di reddito derivanti da operazioni infragruppo, al fine di garantire il rispetto delle condizioni di libera concorrenza dei prezzi di trasferimento praticati
