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Italian Multinational Profit Transfer Via Intragroup Loans

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Summary

Banca d'Italia Working Paper No. 1529 provides new empirical evidence on how Italian multinational groups use intragroup loans to shift profits to low-tax jurisdictions during 2013–2022. The analysis finds that groups with affiliates in tax havens and higher profit margins rely more heavily on intragroup debt financing and pay higher interest rates on intra-group loans compared to external alternatives. Despite these patterns, researchers estimate the actual amount of Italian corporate tax avoided through this channel is modest.

“I gruppi multinazionali possono usare i prestiti infragruppo per trasferire profitti verso giurisdizioni a bassa tassazione al fine di ridurre il carico fiscale complessivo del gruppo.”

BDI , verbatim from source
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Working Paper No. 1529 examines the intragroup lending practices of Italian multinational enterprises, finding that groups with affiliates in tax havens and elevated profit margins show greater reliance on intragroup debt as a financing source, with higher associated interest rates charged by foreign group entities. The study compares interest rates on intra-group loans against arm's-length external borrowing rates. While confirming the mechanism exists, researchers conclude the estimated volume of Italian corporate tax actually avoided through this channel is modest in aggregate.

For multinational enterprises and their tax advisers, the paper provides quantitative evidence on the scale of profit transfer via intragroup financing in the Italian context, supporting continued scrutiny of intercompany loan terms and transfer pricing documentation practices. Italian tax authorities may find the methodology useful for risk-based audit selection.

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Apr 23, 2026

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N. 1529 - Analisi del trasferimento dei profitti delle imprese italiane attraverso i finanziamenti infragruppo

Temi di discussione (Working Papers) di Nadia Accoto, Federica Daniele e Valerio Della Corte Aprile 2026

Condividi

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I gruppi multinazionali possono usare i prestiti infragruppo per trasferire profitti verso giurisdizioni a bassa tassazione al fine di ridurre il carico fiscale complessivo del gruppo. Questo lavoro fornisce nuove evidenze sull'entità di tale canale analizzando la struttura dell'indebitamento dei gruppi con presenza in Italia nel periodo 2013-22, e confrontando i tassi di interesse sui prestiti ricevuti da imprese estere appartenenti al gruppo con quelli relativi ai prestiti ricevuti da imprese non facenti parte del gruppo.

Le imprese appartenenti a gruppi con affiliate collocate in paradisi fiscali e con margini di profitto più elevati mostrano un ricorso all'indebitamento infragruppo maggiore rispetto a fonti di finanziamento alternative e con tassi di interesse più alti. L'ammontare stimato di tassazione societaria effettivamente elusa in Italia mediante questo canale è tuttavia modesto.

Testo della pubblicazione

  1. 23 aprile 2026 N. 1529 - Analisi del trasferimento dei profitti delle imprese italiane attraverso i finanziamenti infragruppo PDF 2 MB (testo in inglese)

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Last updated

Classification

Agency
BDI
Published
April 23rd, 2026
Instrument
Notice
Branch
Executive
Source language
it
Legal weight
Non-binding
Stage
Final
Change scope
Minor

Who this affects

Applies to
Multinational enterprises Tax professionals
Industry sector
5412 Accounting & Tax Services
Activity scope
Profit shifting analysis Intragroup financing
Geographic scope
IT IT

Taxonomy

Primary area
Taxation
Operational domain
Compliance
Topics
International Trade Banking

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