Our inheritance tax planning service will save you money

With careful inheritance tax planning we can help you reduce your liabilities whether you live in the UK or overseas.

The Spanish Civil Code states that assets owned in Spain by a non-Spanish national (i.e. UK domiciled) on death can be disposed of not by Spanish law, but by the deceased's own national law.  It is therefore important that a Spanish Will is made disposing of your Spanish property and Spanish Assets.  Not to do so (and without a valid UK Will) may mean that Spanish law is applied to your Spanish assets.  In this case the forced succession laws may apply.

It is important to note that there is a trend towards relief or the abolition of succession tax between spouses and direct line descendants.  Spanish Succession Tax is ultimately governed by the various Autonomous Communities who have the power to improve upon State Rules.  Consequently this area of taxation is continually changing and different Regions have different rules.

Many expatriates retain their liability for UK inheritance tax. What’s more, in certain European countries, such as Spain and France, expatriates may also be liable for tax on assets held there.

We’re here to help you protect your beneficiaries’ interests. We’ll start by reviewing your financial planning.  Our focus will be on thorough inheritance tax planning to help you reduce the amount of tax due.

The Financial Services Commission does not regulate tax advice