Fields of practice ESTATE PLANNING
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ESTATE PLANNINGEstate planning is the good legal and fiscal management of your estate, so that the continuity and transfer thereof are processed in advance. It is important for your peace of mind and for that of your survivors. It is better to deal with it in good time, given that estate planning entails an additional aspect in the event of part of your estate being abroad. Sirejacob’s Legal & Tax team offers all the resources necessary to assist you. Not only do we have the practical knowledge necessary to process international inheritances, but we also work in those areas where the majority of European foreigners reside and we know the different legislations. We first evaluate the international patrimony situation (chattel and real estate patrimony, pension plan, resident or non-resident) and then the death duties applicable in the existing situation. We then make proposals in order to reach the best balance between personal wishes, fiscal optimization and the processing of your inheritance without worries for your survivors. For the heirs, the inheritance must be processed as fluidly as possible and with the minimum possibility of problems with the Spanish tax administration. The Notary or the Register in Spain or Portugal often refuse to grant or to register the inheritance acceptance document from certain well-conceived foreign tax constructions. In order to prevent such a situation, we examine the situation of your estate or tax construction in advance to avoid problems later, by means of the necessary adjustments to marriage contracts or wills. |