Inheritance Tax In Spain
Planning ahead for when you die not only makes clear who should get what from your estate, it also can save the people you care about having to pay more tax on their inheritance than is necessary.
In Spain even if you are a foreigner, paying Inheritance Tax is still a requirement. This applies even when the inheritor is the spouse of the deceased. It's not just on property that Spanish inheritance tax is payable.
You must also pay it on money held in bank accounts, on vehicles, deposits and any other assets that may be inherited.
Wills & Will Writing
Making a will is the first step to ensuring that your estate is shared out exactly as you want it to be when you die.
Lodging it somewhere safe and being sure people know where to find it is the next step.
Financial Advice
Everyone's circumstance is different and off the shelf financial products may not cater for your personal needs; but with the right financial advice from a qualified and experienced financial advisor we can help you weigh up your options and execute your wishes.
Reviews & Checks
Life changes. For this reason, whether business or personal, a review of your financial present and future, can increase financial health and your peace of mind. Moreover, you need your money to work for you and that's our job. A quick chat on the phone is all that's needed.
Free Consultation
In the interest of the environment we like to determine your needs over the phone or email, and your free consultation can start from there. If we need to visit and need a few hours with you then we'll let you know if there are any fees. But we do offer the first hour for free.
Investments
All clients of Peter Male are seen as long-term clients and as such our relationships with all our investor clients are financially intimate. Moreover, liking each other is part of trusting each other so we nurture all clients at a pace that suits their pace and our approach.
Quick Links to Financial Solutions
Our Spanish Office
Peter Male Financial Planning has been operating from Benalmadena Pueblo, Malaga since 2002 and with agents in Spain and Introducers in the UK we offer more flexibility.
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