A family with homes in both countries
Wills, gifts and the family home planned for Spanish inheritance tax and UK IHT, with one adviser for both.
Described with the client’s permission.
The challenge.
What the client came to us with.
A couple living in Madrid, with a house in Andalusia, a flat in London and children in both countries, wanted to know what each of them would pay on an inheritance.
What we did.
The work, in the order we did it.
Map
We listed every asset, where it is held and which country would tax it under the wills they had.
Plan
New wills that work in both countries, a lifetime gift of the London flat and the family home held so the regional reduction applies.
The outcome.
What changed for the client. We describe our work, not financial results.
Three generations, two wills and one plan the whole family understands. We review it with them every year.
Who worked on it.
The advisers who led the work.
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Cases are described with our clients’ permission. They describe our work, not financial results.