Inheritance tax planning : Sometimes we may simply recommend getting married.

21 September 2022

Get married to save inheritance tax. Sometimes the best estate planning we give is to recommend our client to get married. Good estate planning advice is not always about complex legal structures. It is more about saving as much as possible while keeping things as simple as possible. Complexity is sometimes required , but it
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Published in: Inheritance, probate, letters of administration, inheritance tax

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How much is inheritance tax in the Balearics ?

25 July 2022

How much is inheritance tax in the Balearics? In this short video Michael Davies , a Spanish lawyer with over 25 years experience handling estates for ex-pats all over Spain explains how much the beneficiaries will pay if they inherit a property in Ibiza, Mallorca, Menorca or Formentera. How much is inheritance tax in the
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Published in: inheritance tax

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Easy guide. List of what to do and who to call if somebody dies in Spain

11 April 2020

In this simple 3 step  guideline I explain how to report the death, how to deal with the funeral parlour, how to obtain the death certificate and how to repatriate the body or ashes. If you need help with the inheritance  procedure in Spain, e-mail us now  and we will organise a zoom appointment so
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Published in: Inheritance, probate, letters of administration

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Spanish supreme court has said that the Andalucia and other autonomous regions high inheritance tax exemptions for spouse and children can now also be claimed by residents of non E.U.countries.

24 June 2019

If you live in the U.S.A. , Australia or any other Non E.U. country (this is extremely important for U.K. citizens after Brexit )  you can now  in my opinion claim the application  of the regional government exemptions (applicable in the region where the majority of value of the assets are situated ) on inheritance
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Published in: inheritance tax

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Never mention a trust on a Spanish will:

20 June 2019

MENTIONING A TRUST ON A SPANISH WILL OR RELYING ON A U.K. WILL THAT MENTIONS ONE  IS ASKING FOR BIG TROUBLE. SOMETIMES WHAT IS LEGALLY POSSIBLE AND WHAT IS PRACTICAL IS NOT THE SAME THING. THIS IS A PERFECT EXAMPLE. Question: I had a Spanish will made out for myself and my wife some time
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Published in: Inheritance, probate, letters of administration, wills/estate planning

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INHERITANCE TAX REVOLUTION IN ANDALUCIA: IT IS NOW ONE OF THE BEST PLACES IN THE WORLD FOR INHERITANCE TAX.

8 April 2020

Andalucía inheritance tax: The most beautiful region in Spain (the food, the weather, the culture, the people, the golf, the good medical facilities etc etc. ) now offers one of the best inheritance tax deals in the world.  After the latest changes 90% of people inheriting in Andalucia will not pay inheritance tax.  Michael Davies
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Published in: inheritance tax

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False Inheritance Scam: Nigerian Letter Scam

22 April 2019

BE CAREFUL WITH THE NIGERIAN LETTER 419 SCAM (FALSE INHERITANCE) IF YOU HAVE RECEIVED AN E-MAIL WITH THE NAME OF  OUR FIRM  STATING THAT YOU HAVE INHERITED 12 MILLION EURO OR SOMETHING SIMILAR, I AM AFRAID TO SAY IT IS NOT REALLY US, AND THAT YO HAVE SADLY NOT INHERITED ALL THAT MONEY.    
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Published in: Inheritance, probate, letters of administration

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Spanish Probate: 7 mistakes to avoid

21 February 2018

After 25 years as a Spanish inheritance lawyer and having handled over 400 inheritance cases  for ex-pats in Spain: These are the 7 most common mistakes when dealing with Spanish inheritance that you must try and avoid: 1. Not claiming the correct inheritance tax exemptions you are entitled to. This mistake can cost you a
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Published in: Inheritance, probate, letters of administration

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LARGE REDUCTION IN INHERITANCE TAX IN ANDALUCÍA IN 2018

10 January 2018

Inheritance tax in Andalucia: Exemptions have been increased for group I and II heirs (spouse and descendants) In September of 2017 we informed of the political agreement to reduce inheritance tax in Andalucía in 2018. Well, the good news is that  since the 1st of January of 2018  the new increased exemptions are now in
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Published in: Inheritance, probate, letters of administration, inheritance tax

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New inheritance tax reduction in Andalucía in 2018: Almost no children or spouse will actually pay inheritance tax

21 September 2017

Agreement between CIUDADANOS AND THE SOCIALIST GOVERNMENT in Andalucia to reduce inheritance tax. At last some great new about inheritance tax: We have have been waiting for so long it is almost unbelievable It has just been announced by the Andalucia Government that from the 1st of January the inheritance that can be received by a spouse and each
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Published in: inheritance tax

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