Preparation and filing of Inheritance Tax returns in Spain

Inheritance Tax in Spain

Tax certainty to protect your inheritance

At Januar Consulting, we calculate and file your Inheritance Tax return, reviewing the composition of the estate, the tax residence of the heirs and the tax reliefs available in each case.

Inheritance Tax advice in Spain

Modelo 650 Inheritance Tax Advice in Spain

We determine what you must declare and which tax benefits you can apply

We analyse the assets, rights, debts and liabilities included in the estate to calculate the taxable amount correctly and identify the available allowances, reductions and tax reliefs.

National and International Inheritances in Spain

Every inheritance requires a comprehensive legal and tax assessment

Taxation may vary depending on the relationship with the deceased, the place of residence, the location of the assets and the applicable regional tax rules. We coordinate all these elements to provide clear and secure management from the outset.

We value properties, bank accounts, investments, company shares and other inherited assets, calculate the tax payable and prepare and file Modelo 650 for Spanish Inheritance Tax, where applicable, within the corresponding deadline.

We review the tax benefits available according to the family relationship, age, disability or nature of the inherited assets, paying particular attention to the main residence and family businesses.

We advise on inheritances involving assets or heirs located outside Spain. We determine which legislation applies and how Spanish and foreign assets must be declared.

We respond to communications from the Spanish Tax Agency, review official valuations and provide the documentation required during potential Inheritance Tax inspections or verification procedures.

Consultancy firm in Mallorca

Why Januar Consulting?

Taxation in Spain can be complex, particularly for individuals who live on Mallorca, own a property on the island, run a business, or come from another country.

01.
Since 1957

We have been advising private individuals, companies, and investors in Mallorca for more than six decades.

02.
We speak your language.

Native-language support in Spanish, German, English, and French for domestic and international clients.

03.
Residents and investors

Tax experts for foreigners living in, investing in, or purchasing property in Mallorca.

04.
Presence in Mallorca

Two locations on Mallorca offering a personal approach, local expertise, and an international outlook.

About Us
At Januar Consulting, we believe that first-class consulting goes far beyond merely filing tax returns or handling administrative tasks. It is about understanding each client’s individual situation, identifying potential risks at an early stage, and building a long-term relationship based on trust.

Tell us what you need.

We help you make decisions with greater confidence.

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