We study all the alternatives making it possible to apply the most favourable tax rate for inter vivos and mortis causa transfers.
Key issues we address
- Fiscal and legal counselling in the planning of an inheritance and/or donation of an individual, including the preparation of a family protocol with the cooperation of other departments in our firm, if applicable.
- Comparative analysis of taxation in the various autonomous communities according to place of residence or the location of assets.
- Consideration of the fiscal implications stemming from marital agreements and wills according to the various fiscal planning alternatives.
- Study and analysis of the possible application of the reduction envisaged in the tax on inheritance and donations for the transfer of family companies and monitoring of the implementation of requirements to be eligible for the allowance.
- Prior calculation of the tax on inheritance and donations, assessing the various alternatives possible for the distribution of assets.
- Preparation of statements for tax on inheritance and donations and all other taxes to be settled as a result of inheritances or donations, including tax on the increase in value of natural urban land to be paid to the respective council.
- Determination of the rate for tax on inheritance and donations on transfers in which non-residents are involved either as the heirs or the transferring party.
- Claim for undue income received by non-residents or residents in Spain in the light of the new decision by the Supreme Court of the European Union.
In addition, cooperation from AddVANTE in this area also covers assistance in inspection procedures that may be brought for tax on inheritance and donations when the client has availed himself of the allowances/exemptions envisaged in various regulations.
A team comprised of experts in the fiscal and tax fields will provide the best support to your company in its day-to-day operations.
Our consultants have extensive proven experience in providing consultancy services to companies of all sizes in different industries. We have companies that are market leaders on our books and we have resolved some complex cases.
Below you will find opinion and analysis articles written by our professionals related to the Tax on inheritance and donations practice.