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Asset planning
We discuss the most relevant tax changes affecting the Community of Valencia.

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Tax newsletters

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 advise you on transferring assets through inheritance or gifts in line with the laws in effect at any given time, covering both the preparation phase and the transfer itself. Additionally, our Private Banking team has special internal procedures for handling clients’ wills.

Get to know our experts

Elena Goncer

Elena Goncer

Wealth planning. Private Banking BBVA.
Jesús Muñoz

Jesús Muñoz

Wealth planning. Private Banking BBVA.

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.

    We also have special internal procedures for handling the wills of our Private Banking clients.