Matteo Soldati
Partner
About me
After my university studies in economics, I worked for several years for UBS and then for a tax firm in Lugano. In 2007, in order to complete my education, I obtained a Master in Advanced Studies in Tax Law. I have been working at Fiduciaria Mega since 1999 – since 2009 as a partner and director. During my professional career I have been involved in national and international tax matters for both companies and individuals. In recent years, I have supervised a number of real estate transactions, both from a corporate and credit perspective. I sit on the boards of directors of operating companies representing shareholders and on the boards of not-for-profit companies.
Areas of activity
- Tax advice, tax agreements / tax rulings, procedure for natural and legal persons
- National and international tax law
- Accounting law
- Advising HNWIs on relocation and tax arrangements (lump-sum taxation)
- Inheritance tax planning
- Tax advice in real estate transactions
- Participation in operational Boards
Professional experience
- Partner and Director Fiduciaria Mega SA (since 2009)
- Joined Fiduciaria Mega SA, Lugano (1999)
- UBS SA – Lugano and Geneva (1996-1998)
Education
- Master in Advanced Studies in Tax Law SUPSI (2007)
- Degree in economics and commerce from the Catholic University of Milan (1996)
Affiliations and qualifications
- Cantonal fiduciary license
- IFA – International Fiscal Association
- STEP – Society of Trust and Estate Practitioners
- Financial intermediary SRO
Languages
- Italian
- English
- French
