Asset planning

See the special Wealth and Income newsletter prepared by our tax experts
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All the changes and information of interest to you, explained by our specialists in asset planning.

Focused on planning your assets

  • Asset structures.
  • Taxation.
  • Maximizing returns.

Family company

  • When shares of family companies are part of your assets, we inform you of the tax benefits you can get (exemption from the Wealth Tax for these shares and a credit on the Tax on Inheritance and Donations).

Transfer of assets

  • We can also answer any questions you may have regarding the different ways of transferring assets to the next generation, whether through inheritance or donations. To do this, we inform you of the possibilities offered by the laws in effect at any given time, differentiating between what we might call the inheritance preparation phase and the subsequent phase, when the transfer of the assets will become effective.

    In addition, we have special internal procedures for processing the wills of our BBVA private banking customers.

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Note:

The content in this section is provided for information purposes only and does not comprise tax or legal advice.