We handle the inheritance with real estate from start to finish: acceptance, allocation, taxes and, if they arise, disputes between heirs.
Catalan succession law has its own rules. Knowing them is key to correctly allocating properties and minimising the tax burden.
Inheriting a property in Barcelona is both an emotionally difficult moment and a legal and tax process with strict deadlines. Catalonia has its own civil law (the Fourth Book of the Civil Code of Catalonia) that regulates succession, the legitimate share and the acceptance of the inheritance differently from the rest of Spain. Added to this is the settlement of inheritance tax and the municipal capital gains tax within six months. Our firm handles the entire procedure, from obtaining the certificates to registering the properties in the heirs' names and, if you wish, their subsequent sale, while optimising the taxation of the operation.
We manage the certificate of last wills, the declaration of heirs, the deed of acceptance and the registration of the properties at the Land Registry.
We calculate the legitimate share under the Catalan Civil Code and settle inheritance tax applying all regional allowances and reductions.
We mediate between co-heirs and, when there is no agreement, we bring the action to divide the common property to end the co-ownership of the home.
We coordinate notaries, the Land Registry, the tax authorities and the City Council so you don't have to deal with the bureaucracy at a difficult time. You decide; we handle the rest.
Consult my inheritanceWe guide you through every step so the inheritance is resolved in order and without surcharges.
We obtain the death certificate, the certificate of last wills and the deceased's life-insurance certificate.
Copy of the will or, if there is none, a notarial declaration of intestate heirs.
We identify and value the properties, accounts, debts and charges that make up the estate.
We draft the partition document and the deed of acceptance and allocation of the inheritance.
We file the inheritance tax and the municipal capital gains tax applying all available allowances.
We register the properties in the heirs' names and, if you wish, manage their sale or the co-ownership.
Tell us about your situation and we'll explain the steps, deadlines and taxes with no commitment.
Mainly inheritance tax (with significant allowances in Catalonia depending on the degree of family relationship) and the municipal capital gains tax on the mortis causa transfer of Barcelona City Council. We calculate both and apply all available reductions and allowances.
In Catalonia descendants, spouse and ascendants (groups I and II) enjoy a reduction of the tax bill that can reach 99%, plus reductions for kinship, for the deceased's primary residence and for age. In practice, many inheritances between parents and children pay very little inheritance tax; we calculate it for your specific case.
It is the part of the estate that the law reserves for certain forced heirs (descendants and, failing that, parents). In Catalonia it amounts to a quarter of the estate and has its own rules, different from the Spanish Civil Code. We calculate and, where appropriate, claim or pay the legitimate share correctly.
When there is co-ownership (several owners of the same property) and no agreement, an action to divide the common property can be brought. We first seek an agreement between co-heirs and, if not possible, the judicial route to end the co-ownership so it can be sold.
No: you must first accept the inheritance, settle the inheritance tax and register the property in the heirs' names at the Land Registry. From then on it can be sold. We coordinate the whole process so you can do it as soon as possible.
The inheritance is accepted with its assets and liabilities. We analyse the pending charges and mortgages and, if the inherited estate is uncertain, we assess acceptance under benefit of inventory so you don't answer with your own assets.
Inheritance tax must generally be filed within 6 months of death, extendable by another 6. It is advisable to act early to avoid surcharges and interest and to plan the allocation of the properties.