We study all the alternatives making it possible to apply the most favourable tax rate for inter vivos and mortis causa transfers.
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.
The tax obligations imposed on companies and the level of complexity of tax-related decisions are ever more stringent.
Without realising it, many owners and/or directors of SMEs, focussed on their business and without much time, acknowledge that they fail to suitably control and monitor the tax and accounting matters of their companies. In many cases, these directors blindly trust the work carried out by their accountant or manager, without having the tools, technology or skills for assessing the work carried out by the latter, taking on risks in relation to tax management which may ultimately result in unpleasant surprises.Our solution, the “Optimisation and fiscal improvement programme”, will afford you a global vision of your tax risks, from an external and independent perspective, by means of an agile, swift and effective report incorporating a series of proposals and ideas to improve the tax and accounting management of your business at a minimum cost.
Aside from imposing on taxpayers the “obligation to make valuations according to the market prices of the transactions made” with related parties and of introducing demanding documentation obligations for corporate groups, Spanish tax regulations set out a specific sanctioning system for this area.This sanctioning system relates to the taxpayer’s non-compliance with the legal documentation obligations and to possible value adjustments that may stem from verification and investigation actions on the part of the tax administration.
Below you will find opinion and analysis articles written by our professionals related to the Tax on inheritance and donations practice.