Inheritance, probate, letters of administration

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by Michael Davies

News and opinion on European and Spanish regulations affecting ex-pats who retire, play or invest in Spain

Michael Davies is a Spanish lawyer specialised in probate, inheritance tax and inheritance related litigation for ex-pats in Spain.

The wealthier you are the more time you need to dedicate to estate planning.

7 July 2015

LEGAL CORNER. If you wish us to print an article about a particular topic, please e-mail info@daviessolicitors.com QUESTION. My wife and myself are resident in Marbella. I have the house where we live in plus 11 rental properties. (3 in Sevilla, 2 in Marbella and 6 in Javea ). The total value of these assets is about
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Published in: inheritance tax

Renouncing an inheritance in favour of another person can be a very expensive mistake.

17 June 2015

QUESTION: My brother and myself recently inherited a villa in Fuengirola worth 400000 euro. I agreed with my brother that he keep the property and I would compensate him. We discussed this with our solicitor and with this as the background agreement we assisted the notary and we both signed a deed in which I
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Published in: inheritance tax

How long do I have to pay inheritance tax ?

8 May 2015

In Spain you have six months from the date of death to pay the inheritance tax or present the forms claiming tax exemption. You can request an extension for a further six months , but you need to request it within the first five months since the date of death , with an indication
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Published in: inheritance tax

Guideline in English for Inheritance tax in the Murcia Region.

6 March 2015

Please find our Inheritance guideline in Murcia below. Guideline in English for Inheritance tax in Murcia. Make sure your will complies with directive of the European Union 650/2012 We are will writing experts. Call us today to make or revise your wills. info@daviessolicitors.com tel: 950 472775 The Cost: Solicitors fee 200 euro plus V.A.T each
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Published in: inheritance tax

Full text of the sentence of ECJ against Spain has now been published.

5 March 2015

The European Court of Justice has finally published the full text of the sentence that they dictated on the 3rd of September of 2014 against Spain for discriminating non residents in relation to inheritance and donation tax. Unfortunately the ECJ has only made it available in Spanish and French. Please find below the link to
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Published in: inheritance tax

2024 guideline for Inheritance tax for ex-pats in the Valencia region: Alicante, Javea, Moraira etc.

18 January 2021

Congratulations to Valencia for their big reduction to inheritance tax / Better late than never. If you are going to leave your assets in the Valencia region to your Spouse or your children living in Valencia or back in the U.K. , Ireland , U.S.A. or Australia they will pay almost NO inheritance tax .
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Published in: inheritance tax

2024 Guideline Inheritance tax for ex-pats in Andalucia

2 January 2021

If you are a beneficiary resident in Andalucía (Malaga, Marbella, Almeria, Sevilla etc ) these are the taxes that you will pay. Andalucia has created extra exemption for inheritance tax not available in other regions of Spain. The result of these inheritance tax exemptions is that if you inherit from your spouse or parent, the
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Published in: inheritance tax

Spanish inheritance tax discrimination of non resident has come to an end.

9 January 2015

Excellent news: Inheritance tax discrimination of non residents has come to an end, but you must claim it when you file your inheritance tax returns as the tax office will not offer it to you unless you do. Make sure that when you file your inheritance tax as a non resident beneficiary that your solicitor
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Published in: inheritance tax

Spanish probate , Spanish inheritance tax : value the properties correctly

5 January 2015

Spanish probate .Spanish inheritance . Valuations of real estate .If you inherit a property in Spain, it is essential that the real estate is valued correctly. The legal obligation is to value the property at market value. Now that inheritance tax in Andalucía is so advantageous the biggest mistakes we see lately are generally to
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Published in: inheritance tax

Inheritance : If you wish to claim the 175000 euro exemption in Andalucia make sure you prove you and the deceased where residents or you will have problems.

19 December 2014

Q. My husband deceased a year ago in the u.k. while on holiday even though we have both residen in Mojacar for over 20 year . He has left me half of a villa and a bank account (both in Mojacar). The total value of the estate was just over 120000 euro, and I paid
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Published in: Inheritance, probate, letters of administration

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