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Claim for a Refund of Inheritance and Gift Tax (ISD) for Non-Residents

Claim for a Refund of Inheritance and Gift Tax (ISD) for Non-Residents 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: €499 to €2,500. Official tasa (government fee): Official tasa (official fee) not confirmed in the source consulted. We will tell you in writing before you pay anything.

Recover the excess Impuesto de Sucesiones y Donaciones (ISD, inheritance and gift tax) you paid in Spain because you were a non-resident. We file your claim for undue payments with the Agencia Tributaria (Spanish Tax Agency), relying on the European rules and case law that put an end to this discrimination.

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Estimated total cost
€499 to €2,500
Managora's fee
€603.79 (21% VAT incl.)
Tasa (official government fee)
Official tasa (official fee) not confirmed in the source consulted. We will tell you in writing before you pay anything. (suplido: paid to the authority on your behalf, no VAT)
Processing time
No deadline is set by the source consulted; we will confirm it to you when we open your file.
Where it is filed
Agencia Estatal de Administración Tributaria (AEAT) ↗
What you receive
Application

Cost breakdown: Feasibility study and initial filing of the case: 499 €. After that, a success fee is usually charged as a percentage of the final amount recovered plus interest..

Claim for a Refund of Inheritance and Gift Tax (ISD) for Non-Residents: how is it filed?

  1. 1Complete your contact details and the country where you were resident when you paid the tax.
  2. 2Tell us whether you filed a self-assessment yourself or whether you received a demand or assessment from the tax authorities.
  3. 3Upload a copy of the public deed and the proof of the tax you paid.
  4. 4Our experts will analyse whether the tax is time-barred and prepare the undue-payment claim before the Oficina Nacional de Gestión Tributaria (National Tax Management Office) of the AEAT.

Which documents do you need?

  • •Copy of the public deed of inheritance or gift
  • •Proof of payment of the tax (Modelo 650, 651 or the paid assessment document)

Legal basis and things to bear in mind

  • If the claim relates to years that are not time-barred (less than 4 years), there is a right to a refund under the rules on undue payments.
  • If the authorities issued an administrative assessment at the time and it became final (it was not appealed), the rules prevent you from using the general undue-payment refund procedure, and exceptional review routes have to be considered.
  • The office responsible for this tax when a non-resident is involved is the Oficina Nacional de Gestión Tributaria (AEAT).

Claim for a Refund of Inheritance and Gift Tax (ISD) for Non-Residents: frequently asked questions

Claim for a Refund of Inheritance and Gift Tax (ISD) for Non-Residents: how much does it cost?

The estimated total cost (our fee + official tasas and taxes) is €499 to €2,500: Feasibility study and initial filing of the case: 499 €. After that, a success fee is usually charged as a percentage of the final amount recovered plus interest.. Managora's fee is €603.79, 21% VAT included (€499.00 net + €104.79 VAT). The official tasa charged by the authority (a suplido paid on your behalf, no VAT) is: Official tasa (official fee) not confirmed in the source consulted. We will tell you in writing before you pay anything..

Claim for a Refund of Inheritance and Gift Tax (ISD) for Non-Residents: how long does it take?

No deadline is set by the source consulted; we will confirm it to you when we open your file.

Claim for a Refund of Inheritance and Gift Tax (ISD) for Non-Residents: which documents do I need?

You need to have to hand: Copy of the public deed of inheritance or gift, Proof of payment of the tax (Modelo 650, 651 or the paid assessment document). 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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