Consultancy specialising in inheritance and wealth tax
in the Balearic Islands
Our team of tax advisors specialised in inheritances and estates helps you to minimise the impact of Inheritance Tax and Wealth Tax, ensuring efficient management without family conflicts.
We are your tax consultancy specialising in
inheritance and estates in the Balearic Islands
Tax planning for inheritances and
estates in the Balearic Islands
We manage your wealth with strategies designed to reduce the tax burden on inheritances, donations and successions. We specialise in optimising taxation, ensuring a smooth and efficient wealth transition.
Benefits of working with us
- Inheritance and Estate Tax reduction.
- Estate planning to avoid family conflicts.
- Advice on donations and inheritance.
- Comprehensive management of documentation and tax formalities.
FAQs
There are legal strategies to reduce the tax impact, such as planning donations during your lifetime and taking advantage of regional allowances.
By applying available tax reductions, such as the bonuses for kinship or the exemption for the main residence.
The legal deadline for settling Inheritance Tax is 6 months from the date of death, although an extension can be requested.
Mainly Inheritance Tax and, in some cases, Wealth Tax if the sum of assets exceeds certain limits.
It depends on the case. Donations can have tax advantages, but they require planning to avoid unnecessary tax burdens.
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