If you have received or are about to receive an inheritance (also known as a bequest) there are some emotions that, based on my experiences of helping people over some 25 years, are common.

Moving abroad is an exciting adventure, but many internationally mobile families overlook a critical question: has your financial plan adapted to your new country? While you've carefully planned your relocation, your pensions, investments, and estate plans may still be structured for your previous country of residence, potentially creating costly inefficiencies and missed opportunities.

On the Common law side of the Western legal tradition, and especially in the United States, the expression "estate planning" also makes reference to the different methods by which "probate"...

The expression "Estate planning" is used in connection with the different available procedures in order to transfer wealth to the next generation, usually within the family...

The Spanish Civil Code makes the provision for a person to freely dispose of an asset in favour of another person who is prepared to accept both the asset and any liabilities that are attached to the asset...

UK nationals living in Spain and Spanish residents with UK assets face unique challenges when managing cross-border estates due to differences in legal systems, tax rules, and administrative processes. This comprehensive guide clarifies essential inheritance and probate terminology across both jurisdictions, from forced heirship rules and double taxation considerations to critical deadlines and protective strategies. Understanding these key terms empowers individuals and families to navigate the complexitie

Who hasn't dreamt of enjoying retirement under the warm Spanish sun? Many fulfill this dream by acquiring a second home in Spain.

El Tribunal Supremo examina si las rentas de una herencia yacente deben imputarse fiscalmente a herederos llamados a término antes de que se cumpla dicho plazo y puedan aceptar la herencia. La sentencia analiza la posible doble imposición cuando estas ganancias patrimoniales se gravan primero en IRPF y posteriormente en el impuesto de sucesiones al cumplirse el término testamentario.