Inheritance law

Are you thinking of making a will?

At Delaguia & Luzon, we are experts in inheritance law and we can help you in 3 main aspects.

First, it is important to remember that when we talk about succession, we are talking about inheritance. An inheritance can lead to several financial problems, whether it involves the loss or the gain of money. These problems may arise in connection with the drafting of the will, the distribution of the inheritance between the heirs and the associated debts.

Our 3 main sceneerios

Advice and preparation for drafting wills and succession agreements in Spain.

Drafting wills by international inheritance law.
Coordination of wills abroad.
Legal advice for notary signing.
Legal guidance among heirs.

Legal and tax advice on inheritance and donations.

Definition of assets and debts that form part of the estate.
Management of the desired objective with tax optimisation.
Fiscal quantification of viable solutions and selection of the best tax and legal option.
Quantification and valuation of the assets comprising the estate of each referenced legacy.
Calculation of the inheritance share of each heir.
Analysis and study of applicable tax benefits.
Study of the possible tax implications of the succession operation regarding other taxes.
Analysis of how to optimise the tax situation, not only in terms of inheritance tax but also in terms of other tax data (IRPF) or non-resident tax.

Acting as a legal representative in Spain before tax and civil authorities.

Contesting a will
Blocked inheritance
Advice in case of renunciation of inheritance

In general, we are competent in the following areas:

Inheritances
Successions
Wills
Tax optimisation
Asset optimisation

Do not hesitate to contact Félix de la Guía if you have any questions in this area.

Other possible services

Drafting of legal settlement agreements aimed at optimising the taxation of the transaction and preserving access to property in the property registry.
Drafting of estate distribution documents.
Liquidation and submission of taxes resulting from signed deeds. Completion of forms 650/600 to be submitted to local or national tax authorities.
Submission to the Property Registry for property registration.
Submission of documentation to the municipalities for calculating capital gains resulting from declared inheritances.