Get a tailor made, personal report, informing you about your estate planning, including taxes involved, how much under the current regulations, consequences, obligations and rights for the parties involved, taking into account regional variations.

For a fixed fee of 300 € plus VAT we provide a detailed analysis prepared by an experienced legal practitioner with options for two further clarifications, if required, within two weeks from the date of the emailed report.

Some basic information will be required in advance such as:

.-Place of residence of the owner and the recipient or would be inheritor

.-Approximate value of the estate involved, the asset or the amount to be gifted

.-Location of the assets

.-If some rights of use are retained by the donor or given to third parties, age of the parties involved.

The report will be sent in English. If any laws, resolutions or precedents are included as evidence and illustration, those will be quoted in Spanish.

.-An International Inheritance is one with a foreign connection. Therefore the inheritance of Spanish assets from non Spanish citizens or Spanish citizens abroad is an international inheritance.

.-Which law rules an International Inheritance? That stated by the conflict of laws rules within the Private International Law

.-Private International Law will state when a Spanish authority has the jurisdiction and, once it is established that Jurisdiction falls on a Spanish Authority, which will be the applicable law for the succession. Inheritance Tax has its own rules.

.-Preparing an Inheritance that will be or become International requires precise estate planning.

.-If the inheritance was opened before 17/8/2015 or after, without proper estate planning, one must be aware that some new and old problems can arise through EU and non EU laws being in conflict, “renvoi” or different legislations in Spain ( of interest mainly for professionals)

• Life Insurance
• Gifting Is it a good idea?
• Making a Will
• The Legal Inheritor. If there is no last will.
• Derecho Foral Do you, or the beneficiary, live in Galicia, Basque Country, Aragón, Navarra, Cataluña or Baleares?
• Estate Planning in International Inheritance
• Minors and Disabled People