Tax advice on assets and transactions
The tax cost of a succession or a transaction is almost never decided when the return is filed: it is decided years earlier, when the structure is chosen. That is why we work tax alongside the legal advice rather than as a calculation bolted on at the end — because the option that pays the least tax and the one that best protects the family estate are not always the same, and that is worth knowing before signing, not after.
Request a consultationTax is not the last step
When tax advice arrives at the end — once the structure is chosen, the price negotiated or the estate divided — there is very little left to work with. When it comes in at the start, it is one of the variables that shapes the decision itself. Our practice is built for the second: tax as part of the design, not as the arithmetic of what has already been decided.
Inheritance and gift tax
Lifetime planning of Spanish inheritance and gift tax, analysis of available reliefs, asset valuation, weighing transfer now against transfer later, and coordination between autonomous regions where the estate is spread across Spain. Always handled together with our civil law and succession planning practice, because the division that pays the least tax and the one that causes the least conflict are rarely the same — a tension that has to be decided, not ignored.
Family business and private wealth
Spanish family business regime, requirements for inheritance tax relief, holding structures, asset-holding companies and wealth tax. Reviewing whether a structure set up ten years ago still meets the conditions everyone assumes it does — a check almost nobody runs until an inspection or a death forces it. Coordinated with family business and protocols.
Transaction tax
Tax structuring of share and asset deals, mergers, spin-offs and contributions in kind, the Spanish neutrality regime, tax due diligence and quantifying exposures when negotiating warranties and indemnities. Tax on a deal is not an annex to the contract: it is usually one of the three or four variables that move the price. Handled alongside M&A and corporate law.
International and non-resident taxation
Taxation of non-residents holding assets or earning income in Spain, residents with assets abroad, double taxation treaties and reporting obligations. Specific experience on the Spain–United States axis, where the interaction between the two systems produces outcomes that surprise anyone who only knows one of them. Integrated with international operations.
Tax procedures and disputes
Assistance with limited reviews, full inspections, information requests and penalty proceedings. Administrative appeals, economic-administrative claims and, where appropriate, judicial review. The first reply to the tax authorities shapes everything that follows, so it is worth thinking through before it is sent. Where matters escalate, coordinated with our litigation practice.
Does this sound familiar?
If any of these situations describe your current challenge, we can help.
- You are about to inherit or gift assets and want to know what is actually payable and how much room there is to reduce it without forcing anything.
- You have a family business and need to be sure it meets the requirements for inheritance and gift tax relief.
- You are negotiating the purchase or sale of a company and want to know which tax exposures come with it.
- You are a non-resident with assets in Spain, or a resident with assets abroad, and are unclear where you are taxed and why.
- You have received a communication from the Spanish tax authorities and want to weigh your options before replying.
- You are restructuring family assets and want the tax and legal decisions taken together, not one after the other.
Let us talk about your case
A first consultation is the best moment to assess your options. No obligation. Reply within 24-48 working hours.
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