Spanish tax lawyer for co-ownership dissolutions and inheritances
I’m Alberto Valiño, a Spanish lawyer and tax adviser (Valencia Bar Association, no. 15042). Author of Paga menos por tu herencia (Sepín) and speaker for Sepín on inheritance and co-ownership dissolution. More about me
On my blog I explain, with real cases and in plain English, how taxes work when a property in Spain is shared out: co-ownership dissolutions, inheritances and the rules that apply to non-residents.
What is here for you?
If you own a property in Spain together with someone else, whether a former partner, a brother or sister or the other heirs, I study the cheapest safe way to end that joint ownership and take care of the notary, the tax returns and the Land Registry. If you live outside Spain, I also deal with the rules for non-residents, which change depending on the country where you are tax resident.
If you have inherited property in Spain, I find the option that costs you least to put it in your name and coordinate the whole process.
If you are a notary, lawyer, estate agent or tax adviser with a client in one of these situations, I can design the tax side of the operation for you, without taking the client away from you.
And if the Spanish tax authority reviews your co-ownership dissolution or your inheritance, I prepare the response and, if needed, the appeal.
My services
- Inheritance and Gift Tax
- Municipal Capital Gains Tax
- Comprehensive inheritance advisory and management
- Inheritance tax planning
- Preparation of community property settlement and estate partition
- Estate distributor
- Private document for domain consolidation by extinction of usufruct
- Allegations, Appeals, and Claims against the Tax Agency arising from an inheritance (among others, value checks).
- And complementary procedures, such as obtaining:
- Death certificate,
- Certificate of last wills and life insurance
- Copy of Will or succession title.
- Settlement of Gift Tax
- Municipal Capital Gains Tax
- Analysis of the fiscal impact of the donation: Personal Income Tax, Gift Tax, and Municipal Capital Gains Tax
- Accumulation of donations with each other and with the inheritance
- Collatable and non-collatable donations
- Allegations, Appeals, and Claims against the Tax Agency arising from a donation
- Expert advice on the most advantageous tax option for dissolutions of joint ownership, community dissolutions, and community property settlements
- Tax settlement for dissolutions of joint ownership, community dissolutions, and community property settlements
- Allegations, Appeals, and Claims against the Tax Agency arising from a dissolution of joint ownership, community dissolution, or community property settlement.
- Tax Settlement
- Allegations, Appeals, and Claims against the Tax Agency arising from the Tax on Property Transfers, Documented Legal Acts, and Corporate Transactions (including value checks).
- Preparation and self-assessment of the Tax on loans or debt acknowledgments.
- Model 211: 3% Withholding for Non-Residents
- Model 210: Non-Resident Income Tax
- Procedures in Property Registries.
- Declaration.
- Self-assessment.
- Allegations, Appeals, and Claims arising from the Municipal Capital Gains Tax.
- Inheritance and Gift Tax.
- Inheritance and Gift Tax, Dissolutions of Joint Ownership, Community Dissolutions, and Community Property Settlements.
Have a similar case?
If you share a property in Spain, or you are dealing with an inheritance there, tell me what you need.