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🇮🇹 LUMP-SUM TAX REGIME (HNWIS)

Italy — Special Tax Regime
Regime Lump-Sum Tax Regime (HNWIs)
Country 🇮🇹 Italy
Type Lump sum
Status Active
Effective From Jan 1, 2017
📋 DETAILS
Summary Flat annual tax on foreign-source income for high-net-worth individuals transferring residence to Italy. New arrivals from 2026 are subject to EUR 300,000; earlier opt-ins remain grandfathered under prior rules.
Eligibility Must not have been tax resident in Italy in at least 9 of 10 prior years.
Benefits EUR 300,000 flat annual tax covers foreign-source income regardless of amount for new opt-ins. Italian-source income is taxed normally; family-member substitute tax remains separate.
Requirements Must become Italian tax resident.
Limitations EUR 300,000 annual substitute tax applies to transfers of residence from 2026. Family members are subject to a separate EUR 50,000 annual substitute tax. 2024 and 2025 opt-ins retain the EUR 100,000/EUR 200,000 treatment under their existing rules.
Income Types Covered All foreign-source income
Duration Details Up to 15 years
💰 FINANCIAL
Lump Sum EUR 300,000
Minimum Tax EUR 300,000
Duration 15 years
Prior Non-Residency Required 9 years
🏛 COUNTRY TAX CONTEXT
Tax System Worldwide
Top PIT Rate 43.0%
Corporate Tax 24.0%
IVA 22.0%
Capital Gains 26.0%
Treaty Count 100
📋 OTHER REGIMES IN ITALY
Name Type Rate
Impatriate Regime Percentage exemption --
📚 SOURCE
PwC Worldwide Tax Summaries View source →