Asset planning

New March 2024 tax newsletter

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.

All the tax information at your fingertips

Get the tax information you need

Check the latest tax developments

Get to know our experts

Elena Goncer

Asset planning. BBVA Private Banking.

Jesús Muñoz

Asset planning. BBVA Private Banking.

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