Inheritance and succession

Specific consultancy for inheritance succession and estate planning

The solution for avoiding problems in an inheritance succession

Studio Coggiola is your trusted partner for managing every stage of the inheritance process. We offer specific advice on wills and succession matters, assessing the most tax-efficient operations based on the assets and the estate.

We also collect the documentation needed to prepare the succession return. Since 1 January 2019, following a ruling by the Italian Revenue Agency, the succession return can only be filed electronically. Studio Coggiola handles every stage of this process, from drafting and/or publishing the will, to accepting the inheritance with or without the benefit of inventory, to renouncing the inheritance before the Court.

Property succession and land-registry procedures

As regards owned properties, we verify the accuracy of the cadastral data and the consistency of the cadastral plans, retrieve the chain of title from the Land Registry (Conservatoria dei Registri Immobiliari) and, where the deceased owned land, we request the Urban Planning Use Certificate (Certificato di Destinazione Urbanistica) from the Municipality to attach to the succession return.

The experts of Studio Coggiola also assess whether the conditions are met for the "first home" tax relief and prepare the relevant applications. Once the succession return has been completed in detail, it is filed electronically with the competent Revenue Agency office, together with all the attachments required by the Consolidated Succession Tax Act (T.U.S.).

Collection of documents and inheritance taxes

The Succession Return service of Studio Coggiola includes collecting the documentation needed to prepare the succession return, preparing the electronic Succession Return and the resulting cadastral transfers, calculating the mortgage, cadastral and stamp duties, and calculating any inheritance tax due.