You don't want an advisor to present you with inheritance tax. Nor a consultancy on inheritances and their procedures.
You don't want an advisor to present you with inheritance tax. Nor a consultancy on inheritances and their procedures.
You don't want an advisor to present you with inheritance tax. Nor a consultancy on inheritances and their procedures.
What you want...
After having to say goodbye forever to a loved one, there are no more unpleasant surprises.
What you want is not to have to fight with the Administration and its procedures for everything that has to be set up after losing a loved one.
Or move unnecessarily.
No last-minute payment surprises.
That's what you want.
And if you delegate the management of your inheritance to an advisor, you don't want to be left stranded.
Know that, if there is any question or verification, your advisor is responsible for the work done at no extra cost.
That's what you want.
If you provide everything your advisor needs to be able to regularize your loss, all you have to do is wait for their news of how the process is going..
And the way to achieve that...
I could start by finishing reading this page well and filling out the contact form you have by clicking here:
Then…
If you want a detailed study in writing, to make sure of everything that both the deceased person and their relatives have to pay.
If you would like to file your inheritance tax and not worry about everything that comes after... (municipal or state procedures, travel to the City Council and presentation of the Income Tax to be carried out the following year with the change of situation).
If it is important for you to avoid last-minute payment surprises, there should be no lack of filing of returns due to ignorance, and forget about traveling to any Administration to get the different documentation you need.
If you would like to forget about carrying out all the procedures, from the time the person dies, until they have to file their last income tax return after death.
If you are fed up with going from one place to another, and you want to do all the paperwork with your advisor and not get dizzy with different people (manager, official in the Board, tax official for the INCOME, bank employee, insurance administrator, notary official, etc.)
If it is important for you to have the possibility of...
.. Request the certificate of last wills.
... That your advisor accompanies you to the signing act at the notary's office.
.. The electronic filing and payment of taxes that affect you.
... The registration in the Land Registry of the deeds after the change (entry of the document and collection of the same).
.. Obtain the liquidation of the municipal capital gains tax.
... The following year, the filing of their personal income tax return in which you are affected by this change of the deceased and their relatives.
If you read the frequently asked questions and feel comfortable with the investment you are going to make, you can fill out the contact form you have by clicking here:
What doesn’t this service include?
We solve everything that is really possible on your behalf. Your own obligations are not
Anticipate payment of any provision or tax.
Each tax belongs to a taxpayer and I will give you the possible tools to deal with, but we do not take care of the obligations of the clients. Nor do we put ourselves in the queue at any financial institution or post office to pay them on your behalf.
The exact time of completion of the procedures.
It would be "art" for this to depend on me; however, it depends on the Property Registry that touches, or how the City Council of the day liquidates the capital gains tax.
Questions that you may have:
- If you do not have to accept a will, no.
-Yes. If you hire the studio, you will know how much everything is going to cost you. The price of this studio is 300€. (taxes included).
-Yes. The following year's INCOME.
- On your behalf we will file the inheritance tax and your latest INCOME tax return.
-Yes. It has a solution. It is not the most practical or simple, but it is. In this house we can solve it.
- In many cases, direct family members do not have to pay anything at all.
-No. Everything is accepted or everything is renounced.
- It is very likely that you will be exempt. But it depends on what was acquired and the Autonomous Community where the deceased person resided.
- Continuously. With each new development, you will receive an email or call informing you of everything that has been done in your favour. There is no app here... Let's say that the app is us.
- The statute of limitations expires after 4 years. If there is any question or verification during that entire period of time, I promise to attend to it. As long as all the management has been commissioned and carried out by me and is not at the client's own risk. In the latter case, if you want a defence, you have to pay it separately.
- By contracting the ALL-INCLUSIVE service (Inheritance Tax, INCOME of the deceased, Study, Inheritance Acceptance, Registration of Deeds in the Property Registry, Municipal Capital Gains) you save 20% on the price of contracting individually.
- You have two options (prices including taxes):
1 – Contract individually what you need:
– Inheritance Tax filing: €500.
– INCOME of the deceased person: €60, if joint: €90.
– Family INCOME: €40 each.
– Accompaniment to the notary's office for acceptance of inheritance or private document of the same: €100.
– Study of all taxes to be paid by family members: €300.
– Management of deeds in the Land Registry: €150.
– Application/payment of capital gains tax: €100.
2 – Contract ALL INCLUSIVE without family INCOME: 1000€.
1000€.
- If in such delicate moments you would like to forget about carrying out all the procedures, from the time the person dies, until they have to file their last income tax return after death, (no surprises of last-minute payments), not having to travel or get dizzy processing things with different people, with this service you will be able to do it.
From that point on, you have to decide.
Fill this form with your personal information and we will contact with you by email in 24-48 hours. Look at the Spam file.
DATA PROTECTION: According to the data protection regulations, we provide you with the following information regarding the processing of your data: Data controller: ORTA FISCALIDAD Y CONTABILIDAD S.L. Purposes of processing: To maintain a commercial relationship and send communications regarding products or services. Your rights: You have the right to access, rectify, erase, limit, and oppose the processing of your data, as well as the right to data portability. Recipients: Your data is stored on my email marketing platform, MailerLite, which complies with the GDPR and the LOPDGDD. For further details about how your data is processed, please refer to the Privacy Policy.
How does my inheritance service work?
Fill in the form below with your details, ALL the information about the procedure to be carried out and your preference for us to contact you. The more you provide us, the better we can know how to fix it.
We send through the channel you have indicated, a quote assessing the resolution of the query or management, the time we are going to dedicate to it and a proposed date to be agreed between both parties for a telephone or personal appointment if necessary.
Once the quote has been accepted, by means of an account deposit or transfer you make the payment of the same, ensuring the reservation of the date for our telephone or personal appointment. If it is a personal appointment and you prefer to pay on the spot before starting the consultation, we can provide it in cash. We do not accept cards.
We confirm the date on which we will attend to your query or carry out the management and once it is completed, we will provide the completion documentation and inform you of what the resolution will be.
Fill this form with your personal information and we will contact with you by email in 24-48 hours. Look at the Spam file.
DATA PROTECTION: According to the data protection regulations, we provide you with the following information regarding the processing of your data: Data controller: ORTA FISCALIDAD Y CONTABILIDAD S.L. Purposes of processing: To maintain a commercial relationship and send communications regarding products or services. Your rights: You have the right to access, rectify, erase, limit, and oppose the processing of your data, as well as the right to data portability. Recipients: Your data is stored on my email marketing platform, MailerLite, which complies with the GDPR and the LOPDGDD. For further details about how your data is processed, please refer to the Privacy Policy.