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Settlement in Spain of International Inheritance (Foreign assets or Trust)

Settlement in Spain of International Inheritance (Foreign assets or Trust) is filed with Agencia Estatal de Administración Tributaria (AEAT). With Managora you do it 100% online: you answer a few questions, sign a digital mandato (power of representation) and we draft, sign and file your application for you. Estimated total cost: €908. Official tasa (government fee): Filing the Impuesto sobre Sucesiones y Donaciones (inheritance and gift tax) with the AEAT (Spanish Tax Agency) does not incur any administrative tasa (official fee). The tax resulting to be paid (Modelo 650) is a variable tax, which depends on the inherited value, your relationship with the deceased person and the regulations of your Comunidad Autónoma; we calculate it and communicate it to you in writing before submitting anything.

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Declaration and settlement of Impuesto de Sucesiones (inheritance tax) for residents in Spain who inherit assets, insurance policies or trusts abroad. We maximise tax savings by applying regional regulations and deductions for international double taxation.

Practical guide: Inheriting with assets abroad: what to do and how it is taxed in Spain. Requirements, deadlines and the steps, explained.

What we charge you
€908
Managora's fee
€908.00 (21% VAT incl.)
Tasa (official government fee)
Filing the Impuesto sobre Sucesiones y Donaciones (inheritance and gift tax) with the AEAT (Spanish Tax Agency) does not incur any administrative tasa (official fee). The tax resulting to be paid (Modelo 650) is a variable tax, which depends on the inherited value, your relationship with the deceased person and the regulations of your Comunidad Autónoma; we calculate it and communicate it to you in writing before submitting anything. (suplido: paid to the authority on your behalf, no VAT)
Processing time
The deadline for resolution is set by the regulations of the procedure; we will confirm it to you when we open your case file.
Where it is filed
Agencia Estatal de Administración Tributaria (AEAT) ↗
What you receive
Application

Cost breakdown: Our fee €908.00 (21% VAT incl.). Does not include potential taxes to be settled, traducción jurada (sworn/official translation) or apostilla (Hague Apostille)..

Settlement in Spain of International Inheritance (Foreign assets or Trust): how is it filed?

  1. 11. Complete the form with the details of the deceased and the estimate of the inherited assets.
  2. 22. Attach the required international documentation (wills, certificates, proof of foreign taxes).
  3. 33. We will study the feasibility of applying current International Treaties or the regulations of your Comunidad Autónoma to reduce the tax cost.
  4. 44. We will calculate the Impuesto sobre Sucesiones (ISD) amount, reducing what has already been taxed abroad through the international double taxation deduction.
  5. 55. We will process the settlement before the Non-Resident Inheritance Department of the AEAT or the corresponding regional body.

Which documents do you need?

  • •Death certificate duly legalised or apostillado
  • •Foreign will, 'Deed of Variation' or other succession title
  • •Proof of tax payment at source (to apply the deduction for double taxation)
  • •Foreign life insurance policy (if an insurance policy is inherited)

Prerequisites we also handle for you

This procedure needs documents that we also obtain. If you are missing any, ask us for it here and come back once you have it:

And whatever a third party provides, we arrange it

  • Traducción jurada (sworn translation) into Spanish
  • Apostilla or legalisation of a foreign document

You do not have to look for anyone: we coordinate it. As it is provided by a third party it is quoted separately and does not go inside the price of this procedure, and we tell you the amount before ordering it.

Legal basis and things to bear in mind

  • As a resident in Spain, you are subject to tax by personal obligation on the entirety of your worldwide assets (regardless of whether the deceased resided abroad and where the assets are located).
  • The regulations allow you to opt for the legislation of the Comunidad Autónoma where you reside, which often enables the application of significant tax reliefs.
  • To correct double taxation, you may deduct in Spain the lower of: the tax actually paid abroad or the result of applying the average rate of Spanish tax to the value of those foreign assets.

Settlement in Spain of International Inheritance (Foreign assets or Trust): frequently asked questions

Settlement in Spain of International Inheritance (Foreign assets or Trust): how much does it cost?

We charge you €908: our fee plus, where applicable, the fixed official tasa we advance. Our fee €908.00 (21% VAT incl.). Does not include potential taxes to be settled, traducción jurada (sworn/official translation) or apostilla (Hague Apostille).. Managora's fee is €908.00, 21% VAT included (€750.41 net + €157.59 VAT). The official tasa charged by the authority (a suplido paid on your behalf, no VAT) is: Filing the Impuesto sobre Sucesiones y Donaciones (inheritance and gift tax) with the AEAT (Spanish Tax Agency) does not incur any administrative tasa (official fee). The tax resulting to be paid (Modelo 650) is a variable tax, which depends on the inherited value, your relationship with the deceased person and the regulations of your Comunidad Autónoma; we calculate it and communicate it to you in writing before submitting anything..

Settlement in Spain of International Inheritance (Foreign assets or Trust): how long does it take?

The deadline for resolution is set by the regulations of the procedure; we will confirm it to you when we open your case file.

Settlement in Spain of International Inheritance (Foreign assets or Trust): which documents do I need?

You need to have to hand: Death certificate duly legalised or apostillado, Foreign will, 'Deed of Variation' or other succession title, Proof of tax payment at source (to apply the deduction for double taxation), Foreign life insurance policy (if an insurance policy is inherited). You do not upload them here: we collect the details through the guided chat.

Who files the procedure?

Managora files it in your name with Agencia Estatal de Administración Tributaria (AEAT). You only provide the details through the chat and sign a mandato (power of representation); we prepare, sign and register it.

Can it be done online?

Yes. The whole process is online: you answer a few questions in the guided chat, sign a simple mandato on screen and receive the receipt and the official documents by email, with full legal validity.

Related procedures

Based on the legislation in force and on the official site of the competent authority: Agencia Estatal de Administración Tributaria (AEAT) ↗.

Shall we get started with «Settlement in Spain of International Inheritance (Foreign assets or Trust)»?

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