Inheritance Tax in Spain: Pay Less!Inheriting The Family Home

Inheritance tax in Spain

This will specifically benefit those who have moved to Spain to live permanently and can therefore call their Spanish property their permanent residence or vivienda habitual – as per Article 20(c) Law 29/1987.

The concept vivienda habitual is as defined by the Law relating to income tax in Spain (Ley de Impuesto sobre la Renta de las Personas Físicas). Following this, anyone who spends more than 183 days a year in Spain is technically resident for tax purposes.

It is also very important to obtain a certificate of Empadronamiento which means to register as being a local resident with the town hall.
It is a simple process and may be used as evidence of being a resident and using the home as your vivienda habitual.

The amount of time that needs to have been spent by the deceased living in the property before it may be called a vivienda habitual is described in the income tax laws as three years though it also states that death of the individual during that period is an exception so it can only be said for sure that the longer the period of time the better.

The exemption amounts to €122,606.47 per beneficiary and is restricted to spouses, children, and parents of the deceased and only to extended family members who have lived with the deceased for a minimum of two years prior to the date of death.

This exemption has a ceiling of 95% of the value of the property. One proviso is that the beneficiaries may not immediately sell the property and must maintain ownership for several years.

37 Lawyers Offering Inheritance Services in Spain

Testimonials for our Inheritance service
  • Yolande Van-de-l'Isle
    Yolande Van-de-l'Isle, London

    Jose understood my needs and was able to do all the things that I needed. He was extremely approachable and did everything necessary.


    I understood what he was doing and what was required of me to do. I was also very happy with the price paid.


    Jun 29, 2020
  • Abbie Orsini
    Abbie Orsini, England

    Rosa responded efficiently I was extremely happy and satisfied with this !


    She explained everything I needed to know and more to help me understand. At the beginning I found the process daunting Rosa took this feeling way and helped me feel at ease.


    Paying was straight forward and I was well informed with fees etc. Rosa took a very professional approach and I felt comfortable approaching her about any issues I had.


    She is a credit to advocate abroad !!!!! Thank you for your help !!!!!!!!!❤️


    Jun 18, 2020
  • Jonathan Mackay
    Jonathan Mackay, Jaca

    Francisco was extremely professional and answered our many questions promptly and clearly, both by phone and email. We feel very lucky to have had Francisco handle our Spanish Fiscal declaration.


    The service was perfect, and we are very happy with the whole process.


    Mar 12, 2020
  • Gail Maher
    Gail Maher, Torrenueva

    Alvaro is brilliant.


    He comes across very professional and friendly,nothing too much trouble.


    As I was unable to go to Spain initially all communication was via phone and was put at ease straight away as he understood exactly what was required to deal with my case, and all went exceptionally well. I was able to meet Alvaro in August to pass over documents required and made me very welcome.


    I have been so pleased with everything I have now engaged him on a further instruction on our property in Torrenueva..


    Dec 11, 2019
  • Andrew Hales
    Andrew Hales, Fuengirola

    We dealt with Angela, and had a superb service - she was efficient, clear, timely and exceptionally helpful. We would recommend this respectable Solicitor who has excellent English.


    Trustworthiness is so important, and step by step help was very much appreciated. Thank you Angela of myAdvocate Fuengirola.


    Oct 23, 2019
  • Mr Swildens
    Mr Swildens, Alicante and Belgium

    I'm very happy with the services received: I started with José in Alicante on various subjects whom than handed me over to Miguel for another case because he said Miguel was much more experienced in the field I needed assistance, I can appreciate professionals knowing their business.


    In the beginning when I started emailing with your good selves I experienced difficulties receiving mails from advocate abroad, it was a server issue from advocate abroad, I repeatedly asked Miguel and José about it but they could not find anything wrong. At this moment I no longer experience these problems.


    Sep 20, 2019
  • Isabel Albert
    Isabel Albert, Valencia

    Inmaculada has always responded to all my queries and explained and provided excellent solutions. She is very approachable, diligent and professional.


    Sep 17, 2019
  • Ole Sørensen
    Ole Sørensen

    Fast and good follow up by Erardo.


    Jul 30, 2019
  • Irene Hyde Christie
    Irene Hyde Christie, Coin

    I am very pleased with the service provided by Francisco. He has been most helpful and responded very quickly to all my emails.


    Jul 26, 2019
  • Franco Trio
    Franco Trio, United Kingdom

    Rosa always responded promptly to any email I sent.


    She kept me informed and provided alternatives and 3rd party services (translation).


    Thank you Rosa for your assistance, perseverance and honesty in helping my mum and I. We will definitely recommend you.


    Apr 10, 2019
  • Marcus Bond
    Marcus Bond, Fuengirola

    Proactive, great communication, thoroughly recommend.


    Feb 14, 2019
  • Kevin
    Kevin, Algarobba Costa

    Clear information throughout, well explained and always had my confidence.


    Jan 08, 2019
  • Michael Bates
    Michael Bates, UK

    Francisco was very easy to deal with. Very professional. Would not hesitate to recommend him to friends.


    Jul 27, 2018
  • Jason Yorke
    Jason Yorke, United Kingdom

    Beatriz was really helpful and always kept me informed at all stages. She is very professional and a pleasure to deal with.


    Jul 19, 2018
  • Sarah Finnagan
    Sarah Finnagan, England

    Francisco was fantastic and helped me through every single step and helping understanding everything.


    Price was very reasonable i have no complaints at all.


    Very easy to get hold of and very quick at responding would definitely go back to him - thankyou so much Francisco for everything.


    Sep 21, 2017
  • Michael Tenerife
    Michael Tenerife, UK

    Rosa excelled in all of the criteria listed for evaluation.


    Extremely responsive, understanding, professional, and offered great value for money. Rosa explained the situation clearly and provided the clearest solution every time.


    I just can't imagine how Rosa could have done more. Truly excellent service.


    Aug 07, 2017
  • Richard Anthony Poole
    Richard Anthony Poole, Johannesburg, South Africa

    Very responsive, very understanding, value for money, has a great ability to explain and provide the appropriate legal solutions, very approachable and very professional in dealing me.


    May 03, 2017
  • LM
    LM, Ibiza

    Cristina was amazing and very helpful and i would highly recommend her services again.


    I am very satisfied and I definitely would use the same lawyer again in the future.


    Mar 10, 2017
  • Mike B
    Mike B, South of England

    Beatriz responded immediately to my first approach and always quickly thereafter, understood and knew the law/background, carried out local activities in addition on my behalf, good value for money, helped us through an unfamiliar situation very well in a personable and pleasant way.


    People had warned me the key to this was finding a trustworthy lawyer in Spain so I approached a couple of lawyers in Nerja and judged on their first response, Beatriz obviously passed that test.


    Dec 15, 2016
  • AS
    AS, Denmark

    Jose was very helpful, always happy to assist.


    I am very satisfied the service provided by my lawyer.


    Dec 08, 2016
  • Diana Rawstron
    Diana Rawstron, London

    Domingo provided an excellent service on this matter and I was very pleased that I had found him through your website.


    I definitely use the same lawyer again in the future.


    Nov 03, 2016
  • Mrs. Irene C Price
    Mrs. Irene C Price, Acton Trussell

    It was a pleasure to deal with Francisco. He spoke excellent English. He was professional and courteous at all times, and responded to any queries I had by return, taking time to explain complicated legal procedure in a manner I could understand.


    For the work Francisco did, his charges were good value for money. I would recommend his services without hesitation.


    Oct 12, 2016
  • John Fitzpatrick
    John Fitzpatrick, UK

    Outstanding advice and service Jose was polite courteous and responsive and very sensitive in dealing with my fathers complex bereavement case.


    Jun 29, 2015
  • AS
    AS, Brussels

    My lawyer spoke English more or less fluently and was very helpful.


    He responded quickly to my request, understood the issues concerned and provided understandable and useful advice. A clearer pricing structure would have been helpful.


    However, I was satisfied with the service and would definitely use this lawyer again.


    Oct 23, 2014
  • Glynis Stanley
    Glynis Stanley, Dublin

    I appreciated the in-depth information, time and willingness to explore all angles to help what was a difficult situation.


    As I had previously had very unsatisfactory dealings legally in Spain I left my appointment feeling that I had found a Practice that was honourable and trustworthy....very happy to recommend.


    Feb 12, 2014
Send Your Enquiry
Are there public holidays?

Enquiry sent. Thank you!

Please fix errors