Family Inheritances and Personal Wealth

We design strategies to minimize tax impact, process Inheritance and Gift Tax, and advise on inheritances and succession agreements to secure your legacy.
The management of family inheritances and personal wealth is one of the most important and emotional decisions a family can face. It requires meticulous planning and expert knowledge to ensure that your legacy is preserved and transferred in the most efficient and harmonious way possible, minimizing tax impact and avoiding future conflicts.

At our firm, we offer a comprehensive advisory service to ensure your family's peace of mind:

• Strategic Planning of Your Legacy: We accompany you in designing personalized strategies to plan and optimize the family transfer of assets. Our goal is to minimize tax impact and structure your wealth for the future, seeking the most appropriate solutions for your interests and those of your heirs.
• Expert Management of Inheritances and Gifts: We handle the complete processing of Inheritance and Gift Tax (ISD). From drafting and submitting declarations to calculating and optimizing quotas, we guarantee precise management and impeccable compliance at such a delicate time.
• Advice on Inheritances and Succession Agreements: We guide you through the entire process of inheritance tax planning, including the drafting of succession agreements. We seek tailor-made solutions that respect your wishes and your family's interests, facilitating an orderly and frictionless succession.
• Management of Asset Transfers: We offer advice and handle the settlement of Transfer Tax and Stamp Duty (ITP-AJD) and Municipal Capital Gains Tax, ensuring correct taxation in the purchase and sale of assets or the constitution of rights.
• Review and Legal Defense: In case of discrepancies or requirements, we review administrative settlements and represent you to resolve any incident, defending your rights professionally.

With our team, you will have the assurance that your personal wealth and family inheritances are protected and managed with the utmost expertise and sensitivity, allowing you to make informed decisions for the future of your legacy.