Succession planning

Are you planning to take up residence in Spain or are you considering buying property there? Careful estate planning not only gives you peace of mind, but also spares your heirs unnecessary legal complications and high tax costs in the future.

We offer you discreet, expert and personalised advice to help you pass on your wealth seamlessly to the next generation.

An investment in property, particularly across borders, is a wonderful milestone. However, it is also the perfect time to think about the future of your assets. Well-thought-out succession planning not only provides peace of mind, but also spares your heirs unnecessary legal complications and high tax costs in the future.

Before you buy

The foundations for (tax-efficient) succession planning are already being laid before when you sign the final deed of sale. After all, the way in which you purchase the property directly determines how it will be passed on to your heirs. We’ll guide you in making the right choices.

After your purchase

Even after your purchase, you still have a number of options. Confianz can assist you with advice on your prenuptial agreement and will, as well as local assistance with drawing up a will

Succession planning is a bespoke process. Please feel free to make an appointment to discuss your wishes and options.

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