Asset planning
Family company
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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
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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
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Tax newsletters
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Latest tax news
Get the tax information you need
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Special edition for the 2023 Navarre Income Tax and Wealth Tax season.
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Special edition of the Income and Assets 2023 Basque Country campaign.
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Discover the keys to tax information to manage your wealth.
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Find out all the essential information for managing your assets.
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Find out all the key information for managing your wealth.
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Special edition for the 2022 Income Tax campaign in the Basque Country.
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Discover key tax information for managing your wealth.
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All the important tax information you need to know to manage your wealth.
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Learn about key tax information for managing your wealth.
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Discover key tax information for managing your wealth.
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Special edition for the 2021 Income Tax and Wealth campaign for the Basque Country.
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Special edition for the 2021 Income Tax and Wealth campaign.
Check the latest tax developments
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February 2024. Discover the changes included by Law 2/2024, of February 7, on Inheritance and Gift Tax rebates in La Rioja.
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January 2024. We discuss the most relevant tax news in Andalusia, Aragon, Balearic Islands, Cantabria, Galicia Madrid, Navarre and the Basque Country.
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January 2024. We discuss the most relevant developments contained in Royal Decrees-Acts 6/2023 and 8/2023.
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December 2023. Important issues regarding Personal Income Tax in Bizkaia, Araba, and Gipuzkoa.
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December 2023. Learn about the tax changes made to regulations of the Valencia Autonomous Community by Act 6/2023, of 22 November, for Tax on Inheritance and Donations.
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October 2023. We discuss the most relevant tax news for Extremadura.
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September 2023. See what's new in the Inheritance and Gift Tax.
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August 2023. See the most relevant tax news for the Balearic Islands.
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Find out about the main aspects of this tax.
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We talk about the most relevant tax news in the Balearic Islands, Catalonia, Murcia and Valencia.
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Learn about the main aspects of the new tax approved in the Official State Gazette in December 2022.
Get to know our experts
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Elena Goncer
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Jesús Muñoz
Elena Goncer
Jesús Muñoz
Note:
The content in this section is provided for information purposes only and does not comprise tax or legal advice.