Focused area

International estate and succession planning in Spain

An international succession plan must align governing law, taxation, assets and family responsibility.

International succession planning must coordinate people, assets, laws and tax across several jurisdictions. A standalone will is rarely sufficient.

We analyse governing law, matrimonial arrangements, ownership, beneficiaries and taxation, then coordinate wills, structures and governance decisions with advisers in the other countries.

The plan must also work in practice: who will administer it, where documents will be held and how liquidity will be provided. We seek a clear solution that can adapt as the family or estate changes.

Focused support

Organising an international succession

Family and asset map

We identify heirs, dependants, nationalities, residences, assets, liabilities, companies and existing documents to locate conflicts and questions requiring local advice.

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A coordinated succession

Planning principles

Civil law and tax are different questions. The law governing succession does not necessarily determine where tax arises. We separate the two questions and reconnect them to avoid unexpected results.
The documents must speak to one another. Wills, family agreements, articles, trusts and insurance may affect the same assets. We review their scope to prevent conflict and support implementation.
A plan for a changing family. We set review points for changes in residence, marriage, beneficiaries, business ownership or the asset mix. The plan should evolve without losing coherence.
Governance, communication and privacy. We agree who participates, what may be shared and how decisions are recorded. The next generation can be prepared gradually while the owner’s confidentiality is respected.