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Settling an international inheritance in Spain (assets abroad or a trust)

Settling an international inheritance in Spain (assets abroad or a 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: €750 to €1,500. Official tasa (government fee): Filing the Impuesto sobre Sucesiones y Donaciones (inheritance and gift tax) with the Agencia Tributaria (Spanish Tax Agency) carries no administrative tasa (official fee). The tax that ends up payable (modelo 650) is a variable tax: it depends on the value inherited, on your relationship to the deceased and on the rules of your Comunidad Autónoma. We calculate it and tell you in writing before we file anything.

Filing and settlement of the Impuesto de Sucesiones (inheritance tax) for residents in Spain who inherit assets, insurance policies or trusts abroad. We maximise your tax savings by applying the rules of your Comunidad Autónoma (autonomous region) and the relief for international double taxation.

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Estimated total cost
€750 to €1,500
Managora's fee
€907.50 (21% VAT incl.)
Tasa (official government fee)
Filing the Impuesto sobre Sucesiones y Donaciones (inheritance and gift tax) with the Agencia Tributaria (Spanish Tax Agency) carries no administrative tasa (official fee). The tax that ends up payable (modelo 650) is a variable tax: it depends on the value inherited, on your relationship to the deceased and on the rules of your Comunidad Autónoma. We calculate it and tell you in writing before we file anything. (suplido: paid to the authority on your behalf, no VAT)
Processing time
No deadline is set by the rules consulted; we will confirm it when we open your case file.
Where it is filed
Agencia Estatal de Administración Tributaria (AEAT) ↗
What you receive
Application

Cost breakdown: Our fee from 750 €. It does not include any taxes payable, traducciones juradas (sworn translations) or apostillas (Hague Apostilles)..

Settling an international inheritance in Spain (assets abroad or a trust): how is it filed?

  1. 11. Complete the form with the deceased's details and an estimate of the assets inherited.
  2. 22. Attach the international documentation required (wills, deeds, proof of foreign tax paid).
  3. 33. We will assess whether any international treaty in force, or the rules of your Comunidad Autónoma, can be applied to reduce the tax cost.
  4. 44. We will calculate the ISD (inheritance and gift tax) liability, reducing it by what you have already paid abroad through the international double taxation relief.
  5. 55. We will file the return with the AEAT's non-residents inheritance department or with the relevant regional body.

Which documents do you need?

  • •Death certificate, duly legalised or apostilled
  • •Foreign will, 'Deed of Variation' or other document of title to the estate
  • •Proof of tax paid in the country of origin (to apply the double taxation relief)
  • •Foreign life insurance policy (if you are inheriting a policy)

Legal basis and things to bear in mind

  • As a resident in Spain you are subject to the tax on a personal liability basis, on your worldwide assets (regardless of whether the deceased lived abroad and of where the assets are located).
  • The rules allow you to choose the legislation of the Comunidad Autónoma where you live, which often makes substantial reliefs available.
  • To relieve double taxation, you may deduct in Spain the lower of: the tax actually paid abroad, or the result of applying the average rate of the Spanish tax to the value of those foreign assets.

Settling an international inheritance in Spain (assets abroad or a trust): frequently asked questions

Settling an international inheritance in Spain (assets abroad or a trust): how much does it cost?

The estimated total cost (our fee + official tasas and taxes) is €750 to €1,500: Our fee from 750 €. It does not include any taxes payable, traducciones juradas (sworn translations) or apostillas (Hague Apostilles).. Managora's fee is €907.50, 21% VAT included (€750.00 net + €157.50 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 Agencia Tributaria (Spanish Tax Agency) carries no administrative tasa (official fee). The tax that ends up payable (modelo 650) is a variable tax: it depends on the value inherited, on your relationship to the deceased and on the rules of your Comunidad Autónoma. We calculate it and tell you in writing before we file anything..

Settling an international inheritance in Spain (assets abroad or a trust): how long does it take?

No deadline is set by the rules consulted; we will confirm it when we open your case file.

Settling an international inheritance in Spain (assets abroad or a trust): which documents do I need?

You need to have to hand: Death certificate, duly legalised or apostilled, Foreign will, 'Deed of Variation' or other document of title to the estate, Proof of tax paid in the country of origin (to apply the double taxation relief), Foreign life insurance policy (if you are inheriting a policy). 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) ↗.

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