Estate Planning and Succession
Why is it key to succession planning?
In Spain and in most of european countries, not planning may involve:
High taxes on inheritances or donations.
Family conflicts due to lack of clarity in the transfer of assets.
Major legal difficulties if there are properties or investments in different countries.
With a good strategy, you can save on taxes, provide legal certainty and ensure that your goods get to the right people.
Let us handle it for you.
Design succession planning and asset protection tailored to your situation:
Tax optimization of inheritances and gifts, in Spain and the EU.
Use of legal tools such as pactos de mejora (in Galicia), usufructs, international wills, or family companies
Advice on transfer of real estate and business.
Coordination between countries (Spain, EU and third countries which have heritage).
Strategies to protect savings, financial investments, or real estate.
What we do in IURIT?
Design succession planning and asset protection tailored to your situation:
- Tax optimization of inheritances and gifts, in Spain and the EU.
- Use of legal tools such as covenants of improvement (in Galicia,Navarre, etc..), leases, wills, international or family limited partnerships.
- Advice on transfer of real estate and business.
- Advice on transfer of real estate and business.
- Coordination between countries (Spain, EU and third countries which have heritage).
- Strategies to protect savings, financial investments, or real estate.
For whom is this service?
- Spanish or European citizens with assets in multiple countries.
- Spanish citizens with large families (officially recognized).
- Lack of knowledge of legal forms which are valid at the time of inheriting or plan transmissions with the lowest tax burden as possible.
- Entrepreneurs and self-employed family business.
- People who want to donate in life, in the cases permitted by the law, to reduce tax burden on your heirs.
- Investors with real estate or international assets.
How does it work?
- Initial session (diagnosis tax and estate).
- Design of the plan of succession: proposed legal and tax adapted.
- Implementation: coordination with notaries and registries in Spain and/or abroad.
- Ongoing guidance: regular check-ups whenever tax laws or your situation change.
Why do it with IURIT
Because to speak of inheritance and succession is not just a formality: it is to protect what you've built, and avoid conflicts between those who want to.
In IURIT:
We assist you with a vision fiscal and legal integralboth in Spain and abroad.
We design plans with clear save taxes and avoid surprises.
We work together to notaries, and records for which the execution is safe.
We do not offer generic solutions: each family has its own plan.
Our commitment is to give you peace of mind. You know that everything is in order and that the day of tomorrow, your family will not have problems or unnecessary costs.
Fees
Session initial diagnosis: from 199 €
Design of the plan of succession full: from 1.000 €
Accompaniment annual (optional): from 400 €
Each family has a different situation (heritage, estate, heirs in different countries, applicable regulations). Therefore, the - end fee is calculated as for your particular case, always with full transparency before you start.
After you select the day and hour of the meeting, please make the payment to confirm the booking.
Secure online payment
You don't need to be taken into account. You can make the payment by credit card or debit card.
For your first consulting you will need to bring targeted all the doubt and uncertainty that you will generate your tax situation as well as any and all documentation relating to the specific case. From Iurit we believe in the importance of a person or company to leave the meeting with all doubts resolved.
Iurit accepts different forms of payment, either directly paid for the web and bank transfer national and international levels.
Recently and due to the needs of various customers, we have enabled the payment in crypto.
In the event that you request an appointment, having made the payment of the same and it is not possible that hour, you will be able to notify our team 24 hours prior to the start of the session to change and adapt the timetable at the following email info@iuritcorp.com. We will be happy to help you reschedule your appointment and get to know you better.
We based it on a confidential full attorney-client. We have professional secrecy so that all that talk with the team of professionals Iurit will not be exposed on any site.
Iurit seeks to achieve excellence with its customers so that we carry out collaborations with other firms and tax advisors international that they can give support to the individual needs of our boutique.
Of course, since Iurit we always have the motto of “to Anticipate to protect, prevent, not to be regretted.” We strongly believe in the importance of proactive measures to avoid legal disputes and minimize risks, with emphasis on the lowest cost to prevent future problems.
From Iurit, we rely on the excellence of service adapted to the needs of our customers, we have services in Spanish as well as in English.
Of course, we know the importance of creating a business from scratch. As you set out with Bootstrapping as well as rounds of investment we have the best advice in the market for you, relying on an exponential growth and removed any barrier initial legal.
What they say of IURIT
Frequently Asked Questions about Overseas Investments
Yes. We review tax conventions and regulations of the countries involved in order for the transfer to be efficient.
We coordinate the Spanish regulations and the foreign to ensure that your heritage is covered legally.
Depends on the specific case. However, always, write a contract to the customer with all the details that you must have, and prior to the signature of attorney can review all of the parameters and make the necessary modifications. We work in line with the Notaries and Registrars.
In many cases, donate with the right strategy reduces taxes and avoid future conflicts. This will depend on the case-specific. Who is going to inherit, in what place, that of exemptions are designed to respect, and a myriad of details which we will discuss case by case.
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