Asset planning

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.

Latest tax news

  • July 2025. Below, we discuss the most relevant tax updates introduced by Law 2/2025 of June 25, which amends the consolidated text of the legal provisions of the Community of Madrid regarding taxes transferred by the State.
  • July 2025. In this tax note, we refer to the most important issues to consider when filing the return for this tax, which must be filed between July 1 and 31.
  • June 2025. We bring you the most relevant tax developments incorporated by Law 5/2025, of May 30, on fiscal measures, administrative and financial management, and organization of the Community of Valencia (Generalitat Valenciana).
  • May 2025. Provincial Regulation 1/2025, dated May 9, which approves the reform of the tax system in the Historical Territory of Gipuzkoa. We place particular emphasis on the tax regime for contributions to social welfare systems and the resulting benefits.
  • May 2025. Provincial Regulation 2/2025, dated April 9, which approves measures for the tax review of the system in the Historical Territory of Bizkaia. We place particular emphasis on the tax regime for contributions to and benefits from social welfare systems.
  • May 2025. Provincial Regulation 3/2025, dated April 9, for the revision of certain taxes in the tax system of the Historical Territory of Araba. We place particular emphasis on the tax regime for contributions to and benefits from social welfare systems
  • May 2025. Things you need to take into account when settling the Wealth Tax.
  • January 2025. We discuss the most relevant recent tax news for the Autonomous Regions:
  • January 2025. Below, we discussed the most relevant tax developments introduced in Navarre by the Spanish Law 20/2024, of 26 December, on the modification of various taxes and other tax measures.
  • January 2025. Below, we discuss the most relevant tax developments introduced by the Regional Decree-Regulation 1/2024 of 17 December, approving certain tax measures for 2024, in the Provincial Council of Gipuzkoa.
  • January 2025. Below, we discussed the most relevant tax developments introduced by the Regional Regulation 4/2024 of 27 December, approving tax measures in the Regional Government of Bizkaia.
  • January 2025. Below, we discuss the most relevant tax developments introduced by Regional Regulation 19/2024 of 20 December on tax measures for 2025, in the Provincial Council of Araba.

Tax newsletters

Get to know our experts

Elena Goncer

Asset planning. BBVA Private Banking.

Jesús Muñoz

Asset planning. BBVA Private Banking.
Note:

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