Inheritance, Wills
& Succession
Bereavement brings complex formalities and strict deadlines. We guide you with care and professionalism, minimising the tax burden on the estate.
Full estate and succession management
Inheritance Tax
Filing with maximum optimisation of reductions and reliefs available in the Valencian Community.
Estate administration
Complete management: asset inventory, partition deed, distribution and notarial deed.
Will planning
Drafting and tax optimisation of your will to reduce the future tax burden for your heirs.
Lifetime gifts
Planning of gifts to minimise tax impact, taking advantage of reductions at the most advantageous moment.
Cross-border estates
Estates with assets abroad or non-resident beneficiaries: coordination with EU succession regulations.
Municipal capital gains tax
Settlement and, where appropriate, challenge of the municipal capital gains tax arising from property inherited.
Our process
First contact
We assess the family and asset situation and explain the steps and deadlines involved.
Inventory and valuation
We gather all documentation and value the assets forming part of the estate.
Distribution and formalities
We prepare the partition deed, coordinate with the notary and handle all registry formalities.
Tax settlement
We file Inheritance Tax and municipal capital gains tax on time, with maximum optimisation.
We manage the deadlines
The 6-month period for Inheritance Tax passes quickly. We ensure everything is in order on time.
Real tax savings
The Valencian Community offers significant Inheritance Tax reliefs. We apply them to the maximum to reduce what you pay.
Human approach
We understand this is a difficult time. We take care of the formalities so you can focus on what matters.
Your questions answered
How long do I have to deal with an inheritance?
The deadline for Inheritance Tax is 6 months from the date of death, extendable by a further 6 months on request. It is advisable to start as soon as possible to have time to gather all the documentation needed.
How much Inheritance Tax is payable in the Valencian Community?
The Valencian Community offers very significant reliefs for children, spouses and partners (up to 99% in certain cases). The effective tax can be very low depending on the relationship to the deceased and the value of the estate. We calculate it precisely for your situation.
What if the estate has debts?
You can accept the inheritance under benefit of inventory (you only receive the estate if there are net assets) or renounce it entirely. We advise on the best option based on the deceased’s financial situation.
Handle the estate with peace of mind and without overpaying
First consultation free of charge. We respond in under 24 hours.
Contact us now
