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Blog Category: spanish inheritance tax

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A simple Donation (early inheritance)

Posted and filed under Case Study.

We received this enquiry today (Monday 17/6). It’s an interesting enquiry and one we see daily.   So we thought the information may be interesting for: Expats looking to save their heirs tens of thousands of euro in inheritance taxes after their day.( a few privacy changes have been made to the email) Good morning Nicola, I received your details from… Read more »

How to be prepared for an Inheritance Process

Posted and filed under Legal Issues in Spain, Newsletters, Taxes in Spain, Wills, Probate, Donation and Inheritance.

Also other Important Interesting Points (Inheritance and Property Ownership.) We recently had a case whereby a gentleman came to us for help with completing an inheritance from his wife to him, after she had passed away in Spain. There was just a bank account. When we asked him if his wife had any other assets in Spain to take into consideration,… Read more »

Important Spanish Inheritance and Gift Tax Update admidst Brexit Uncertainty

Posted and filed under Brexit and Spain, Legal Issues in Spain, Taxes in Spain.

Many of you will not realise that inheritance and gift tax in Spain is decided at government levels but also by each region.  Each region of Spain is autonomous and so can apply their own tax reductions to inheritances and gifts. This is very important to know as in Spain, a property is generally not owned in the same way as… Read more »

Have you paid too much Inheritance tax unfairly and are entitled to a refund?

Posted and filed under Legal Issues in Spain, Wills, Probate, Donation and Inheritance.

Have you paid too much Inheritance tax unfairly and are entitled to a refund? Spanish Inheritance and Gift Tax Reclaim Please note this only applies to non residents of Spain, and you are within 4 years of when you paid inheritance tax, and you have the paperwork. We do not want our clients to forget that the laws regarding inheritance… Read more »

Our first winning resolution on Spanish inheritance and donation tax!

Posted and filed under Legal Issues in Spain, Wills, Probate, Donation and Inheritance.

In September 2014 the European Court of Justice ruled that Spain could no longer charge non-residents of Spain more inheritance tax or donation tax than a resident of Spain would pay. This was a massive landmark ruling with an effect on all non-resident property owners in Spain, and especially those who have paid inheritance tax or donation tax in Spain… Read more »

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