How To Speak UK And Spanish Inheritance Tax “Language”

A simple guide to key terms used in cross-border estate planning

Understanding inheritance terminology can be challenging, particularly when dealing with assets in both the UK and Spain. Differences in legal systems, tax rules, and administrative processes can cause confusion for individuals and families managing cross-border estates.

This guide is designed for UK nationals living in Spain, Spanish residents with UK assets, and anyone involved in administering an estate that falls under both jurisdictions. It explains commonly used inheritance and probate terms in clear language to help you better understand the process and make informed decisions.

Will

A written document prepared before a person’s death that sets out their instructions regarding who should manage the administrative aspects of their estate, who will be responsible for looking after their money and possessions while the process is being completed, and who they wish their assets to be distributed to.