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Inheritance lawyers for families in San Roque and Sotogrande

If you are looking for an inheritance lawyer for San Roque because you have inherited a home in Sotogrande, in Pueblo Nuevo de Guadiaro or in the old town, or because your parents lived there and you live elsewhere, we take care of everything from start to finish: reading the will, signing the acceptance, dividing the estate, paying what is due and leaving the house registered in your name in San Roque. Our office is in La Línea de la Concepción; online or in person, in Spanish or English.

Heirs in Spain and abroadService in Spanish and EnglishOnline or in person

Sello de madera sobre un documento legal

Inheritance lawyers for families in San Roque and Sotogrande

A member of our team gives each matter personal attention and helps you with the most important decision: how to divide, what to pay and when. The result is an orderly process, with a lawyer who stands up for you before the Land Registry, the notary and the authorities.

An inheritance in this area is almost never simple. There may be an apartment in a building in the centre of Guadiaro, or a house in a development, sometimes with a pool, a plot and a garage space; children spread between Andalusia, Madrid or London; a will drawn up in another country; and a bank asking for papers nobody knows where to find.

We are lawyers and tax advisers, with experience in inheritances involving property and foreign heirs. We review the law that applies to your case, the heirs, the assets and the debts, and explain to you in writing what has to be done, in what order and by when. Then we handle it with legal certainty with the notary, the Andalusian Tax Agency (Agencia Tributaria de Andalucía), the town hall and the Land Registry, so you do not have to go from office to office.

Tell us about your case and we will give you the information you need: which documents are required and what the next steps are. You will deal with a lawyer you can speak to in Spanish or English.

Inheriting a home in Sotogrande: San Roque Land Registry and notary

Sotogrande is part of the municipality of San Roque, in the province of Cádiz, and its homes are registered at the San Roque Land Registry (Registro de la Propiedad), in the town centre. The deed of acceptance and allocation of the inheritance is signed before a notary; San Roque has three notaries, so there is no need to travel far to sign.

Before going to the notary we prepare everything the notary and the registrar will ask for:

Ownership and location

We check who appears as owner, exactly where the home is and which registry and town hall it belongs to, whether there is a mortgage, life interest or easements and whether the property matches the Cadastre (Catastro). In developments with a community of owners, we also ask for the certificate that fees are up to date.

Documents about the death

Death certificate, certificate of last wills and the will, or the declaration of heirs if there is none.

Valuation and division

We set the value of the home for tax purposes and propose a division that all the heirs can sign.

Registration in the heirs' names

We file the deed at the Land Registry and follow the registration until it is complete, as well as the change of owner at the Cadastre, the community of owners and the utilities.

Foreign and British heirs with a house in Sotogrande

Many Sotogrande owners are British, from Gibraltar or from other European countries. When one of them dies, the first question is which law governs their inheritance, and here the European Succession Regulation (650/2012) decides.

That choice changes the division, so the first thing we do is read the will and check where the deceased really lived, what assets they left and in which countries. Then we coordinate the foreign documents: the certificate of last wills is requested in Spain and, if there is a will from another country, it usually needs legalisation or an apostille and a sworn translation for the notary and the Land Registry to accept it.

We also deal with what worries heirs living abroad most: you do not have to move to Cádiz to close the inheritance. You can sign through a notarial power of attorney, follow the file by video call and receive the documents by email. Heirs living in the United Kingdom, outside the European Union and the European Economic Area, must also appoint a representative with an address in Spain for the tax; we tell you how to do it.

Law applicable to a foreign national’s inheritance. As a general rule, the law of the country of the deceased’s last habitual residence applies. But the Regulation allows a person to choose the law of their nationality in their will: a British citizen living in Sotogrande may have arranged for their estate to be governed by English law. If they chose nothing and lived here, Spanish law applies, with the forced shares (legítimas) that protect children.

WillNotaryLand RegistryPlusvalíaInheritance taxApostilleHeirs

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A typical case in Sotogrande

A British owner dies in their home in Sotogrande. They had a will in England and an older one in Spain. Their two children live in London and Gibraltar, and one wants to keep the house while the other prefers to sell it.

The first thing is to know which will is valid and under which law; with the certificate of last wills in hand we calculate what each child is entitled to and how much the one who keeps the home must compensate. We prepare the deed of acceptance and allocation, settle the taxes and register it at the San Roque Land Registry. The children sign with a notarial power of attorney and do not have to be in Cádiz on the same day.

San Roque capital gains tax and inheritance tax

An inheritance with property generates two different taxes:

Municipal capital gains tax (plusvalía municipal). Each heir pays it to San Roque Town Hall for the land the home stands on. The municipal bylaw provides a 95 % allowance when the property was the deceased’s usual home, a spouse, descendant or ascendant inherits and registration on the local register (empadronamiento) is shown for the last two years. The deadline to file is six months from the death, extendable to one year if requested. We always check the current text before settling.

Inheritance and gift tax (Impuesto sobre Sucesiones y Donaciones). You have six months from the death to settle it with the regional government (Junta), at the Andalusian Tax Agency (online or by appointment). Who pays, how much and which reductions exist according to family relationship is set out in our page on inheritance tax in Andalusia.

If the deceased did not live in Spain, the office and the rules may change. We check this from day one so as not to file in the wrong place.

How we work with clients in Sotogrande and San Roque

You can come to see us or handle the whole inheritance without leaving home. We work with clients in San Roque, Sotogrande and Guadiaro and with heirs who live in other provinces or abroad.

Also online. Meetings by video call, documents by WhatsApp or email, digital signature of the documents that allow it and online filing of taxes. You only travel, if you wish, to the signing before a notary.

Your inheritance, step by step

01

Case review

We study the will, the applicable law, the heirs, the assets and the debts, and tell you what has to be done and by when.

02

Documents

We gather certificates, deeds and foreign documents, with legalisation and translation where needed.

03

Notary and taxes

We prepare the inventory and the deed, coordinate the signing with the notary and file the taxes on time.

04

Land Registry

We take the deed to the San Roque Land Registry and let you know when the house appears in the heirs’ names.

Common questions about inheritances in San Roque and Sotogrande

Your situation is not listed here? Tell us on WhatsApp who has died, where they lived and what they leave in Sotogrande or San Roque, and we will reply.

Sotogrande is in the municipality of San Roque, so the house is registered at the San Roque Land Registry. The notarial deed of the inheritance is taken there together with proof that the taxes have been paid.

Yes. The European Succession Regulation allows the law of nationality to be chosen in the will. If nothing was chosen, the law of the country where the deceased lived at the time of death generally applies.

Not necessarily. You can sign through a power of attorney granted before a notary or at the consulate of the country where you live, and follow the rest of the process by video call and email.

The will and the death certificate, normally with an apostille or legalisation and a sworn translation, as well as the certificate of last wills requested in Spain. We tell you exactly what is needed in your case.

Six months from the death for inheritance tax and for municipal capital gains tax, with the possibility of an extension in both cases. It is best to start as soon as possible so as not to lose options or pay surcharges.

Then it is the notary who declares the heirs, after confirming with the Register of Last Wills that there is no will. If the deceased was a foreign national, we first see which law decides who inherits.

Our work is to close the inheritance by agreement, before a notary and without courts. When the heirs have already gone to court, for example with a challenge or a court-ordered division, it is not a matter we handle, and we will tell you from the start.

Yes. The same lawyers who handle your inheritance see you by video call, receive your documents by WhatsApp and file the paperwork online. If you prefer to sit down and talk it through, you can come and see us in La Línea.

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What our clients say

4,9
Excelente
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Blanca López
hace 1 semana
Acudimos a Asesoría Serra porque queríamos comprar una vivienda en Sotogrande y teníamos algunas dudas con los impuestos y los trámites de la compra. La verdad es que estamos muy contentos de haber contado con ellos. Nos explicaron todo muy bien desde el principio, resolviendo nuestras dudas y acompañándonos personalmente durante todo el proceso. Se agradece mucho cuando es la primera vez que compras una vivienda en España y hay cosas que desconoces. Destacaría sobre todo el trato cercano, la confianza y lo pendientes que estuvieron de nosotros en todo momento. Sin duda, volveríamos a contar c
Niall McKeever
hace 2 semanas
Great for filing taxes but also fantastic and very flexible with other tasks that need to be handled. Easy to deal with, very flexible, very responsive - Highly recommended.
Natalia Mérida
hace 4 semanas
Absolutamente recomendables!! Manuel y Choni son personas exquisitas en el trato, muy buenos profesionales con años de experiencia como asesoría fiscal y como administradores de fincas. En esta última tarea, siempre muestran una absoluta disposición y colaboración, además de una infinita paciencia con los desafortunados desencuentros en las reuniones de comunidad. En mi caso, la asesoría Serra lleva la comunidad de la vivienda en la que vivo y también la comunidad de vecinos de la que forma parte mi madre. En las dos, con contextos y problemáticas totalmente distintas, solo podemos darles las
Ander Arce
hace 2 meses
Excelente atención y trato desde el primer momento. Profesionalidad, cercanía y atención realmente personalizada. Manuel se preocupa por entender tu situación y ofrecerte las mejores soluciones. Muy recomendable.
Rafael Ramirez
hace 2 meses
Fueron muy profesionales y demostraron tener un gran conocimiento acerca de todas las dudas. Mi caso era complejo ya que hay rentas y facturas de varios territorios y supieron estar a la altura. Los recomiendo 100x100.
Olga Lipska
hace 5 meses
Pablo at Asesoría Serra was very helpful, efficient and a pleasure to deal with. I will definitely be coming back there next time I need some help with legal matters!
JUAN r
hace 5 meses
muy rapido y eficiente el trámite, en el mismo día se revisó todo y se solucionó un trámite que llevaba semanas con otras gestorías
reece donovan
hace 5 meses
Me hizo una gestión increible con un estudio en profundidad ultimando hasta el ultimo detalle! Recomiendo sus servicios para cualquier gestión del que no estas seguro!
Matiss Kante
hace 5 meses
They sorted my tax return in English as a cross border worker within 12 hours. The price was reasonable for the headache you avoid trying to do this yourself - I tried for 2 months and got nowhere. Thank you Pablo!
Delić Sanja
hace 6 meses
Professional approach, clear communication and clarity about process, quick delivery
Alice Gazzola
hace 6 meses
Doy 5 estrellas porqué no se puede dar más, Pablo me ayudó a hacer la declaración de la renta y ha sido muy profesional y muy rápido! Una eficiencia de 10! El año que viene seguro contactaré ellos. Muy satisfecha del servicio ofrecido.
Ana Cristina Best Brum da Silveira
hace 7 meses
Manuel es muy profesional. Lo recomiendo mucho. Presta un servicio claro, fiable y siempre atento.

Do you have a pending inheritance in San Roque or Sotogrande?

Tell us who died, what there was in Sotogrande or San Roque and where the heirs live. With that we tell you what to request first.

Office in La Línea de la Concepción. We work with you online or in person.

C/ Cervantes 2, entreplanta, despacho 4 · 11300 La Línea de la Concepción
WhatsApp 652 948 572 · 956 174 981 · pablo@asesoriaserra.es

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