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Inheritance lawyers in La Línea de la Concepción

Our inheritance lawyers handle the whole estate from La Línea de la Concepción: will, declaration of heirs, inventory, acceptance, division, inheritance tax, municipal capital gains tax and registration. Online or in person at our office.

Lawyers and tax advisersOver 20 years in La LíneaOnline or at our office

Inheritance lawyers, with the tax side included

From our office in La Línea we handle inheritances and estates from start to finish. We review the will, the heirs, the assets, the debts, the deadlines and the taxes, and we prepare the paperwork to accept and allocate the estate before a notary. We are lawyers and tax advisers: the same team looks at succession law and at the tax cost of each decision, so from day one you know what each heir will pay. It is the advice of lawyers with years of experience in inheritance cases in La Línea, not just paperwork.

Tell us about your case and we will answer your questions: which documents are needed, which steps come next and what to do first.

Sello de madera sobre un documento legal

We handle your whole inheritance from La Línea de la Concepción

We take the estate from start to finish: acceptance, division, allocation of the assets and registration at the Land Registry (Registro de la Propiedad), coordinating each step with the notary.

We represent you before the notary, the Land Registry and the Andalusian Tax Agency (Junta de Andalucía) and support you at the signing. We also take care of calculating and paying inheritance and gift tax (Impuesto sobre Sucesiones y Donaciones) and municipal capital gains tax (plusvalía municipal), and of the steps that follow, such as changing the owner at the Cadastre (catastro) and at the banks.

We work with families, property owners, business owners and heirs who receive homes, land, investments or shares in companies. The aim is an orderly inheritance that does not pay more tax than necessary, where each heir knows what they receive and why.

WillDeclaration of heirsInventoryAcceptanceDivisionInheritance taxPlusvalíaLand Registry

Our inheritance law services

To get an idea of what each heir will pay, you can use the Andalusia inheritance tax calculator.

Full handling of the inheritance

From the will and the declaration of heirs (declaración de herederos) to acceptance, division and signing before a notary.

Inheritance and gift tax

We calculate and settle the tax in Andalusia, applying the reductions and the allowance that apply to each heir, within the deadline.

Acceptance, division and allocation

We prepare the inventory and the division document (cuaderno particional) so the assets are divided and allocated without errors before signing.

Inheritances with property and other assets

Homes, commercial premises, land and investments: valuation, capital gains tax, registration and, if the property is to be sold, the tax on the sale.

International inheritances and non-residents

Heirs living outside Spain, assets in another country or links with Gibraltar and the United Kingdom.

Gifts and succession planning

We compare giving in your lifetime, leaving an inheritance and other options to organise the family estate before you decide.

Would you like a lawyer to review your inheritance?

Before you sign anything, we tell you what has to be paid, by when and what options each heir has.

Lawyers for international inheritances and non-residents

In La Línea, a step from the border, it is common for an inheritance to involve more than one country: children living outside Spain, accounts or investments abroad, a home on the coast or links with Gibraltar and the United Kingdom.

In these cases we look at where the deceased and the heirs lived, where the assets are, which law applies to the succession, how far each law reaches and which taxes must be paid in Spain. The EU Succession Regulation allows, for example, a British citizen to choose the law of their nationality in their Spanish will.

We work with foreign documents (wills, certificates and translations) and we deal with you in Spanish or English.

El Peñón de Gibraltar desde el mar, con barcos en la bahía

The inheritance process, step by step

Before we start, we give you in writing the scope of the work and a fixed quote, so the family can decide with all the information and no surprises.

01

Full review of the case

We study the will and the deceased’s wishes, the heirs, the assets, the debts and the place of residence, to spot problems and points that need attention from the start.

02

Legal and tax strategy

We organise deadlines, taxes and the options for acceptance and division, and explain the consequences of each before you decide.

03

Dealing with the notary and the tax office

We prepare the paperwork, book the appointment and coordinate the signing with the notary, settle the taxes and keep you informed at every step.

04

Allocation and registration

We register the assets in the name of each heir and complete the changes of ownership until the inheritance is closed.

Inheritances we handle every day in La Línea

Every family arrives with a different situation. These are the most common ones at our office:

A home inherited by siblings

Before dividing, allocating or selling, we review ownership, valuation, charges and taxes. If one heir wants to keep the home, we calculate the compensation owed to the others and the tax effect. If it is sold, we review the sale contract and the tax each heir will pay.

A death without a will

We request the certificate of last wills (certificado de últimas voluntades) and the family documents to establish who inherits, and process the declaration of heirs before a notary. Then we organise the assets, the division and the taxes.

An inheritance with debts

We review assets, loans and other obligations before accepting. If needed, we consider renouncing the inheritance or accepting it with the benefit of inventory (beneficio de inventario), a safeguard that limits liability for the debts but requires formalities and deadlines to be met.

An inheritance with a surviving spouse

We calculate the life interest (usufructo) that belongs to the surviving spouse, how it affects the division among the children and what tax each one pays.

Inheritances in other parts of Cádiz and Málaga

We handle inheritances across the whole area and the Costa del Sol from La Línea, online or in person. In each area the Land Registry, the notary and the capital gains tax bylaw change:

Common questions we answer as inheritance lawyers

Is your situation not covered here? Tell us about it on WhatsApp and an inheritance lawyer will reply.

The notary certifies the deed, but does not review what suits you or settle the taxes. We prepare the inventory and the division, calculate what each heir pays, file the inheritance tax and the municipal capital gains tax and take the assets to the Land Registry. You arrive at the notary with everything in order.

It depends on the case, but usually: death certificate, certificate of last wills, the will if there is one, the heirs’ ID documents and documents for the assets and debts (title deeds, property tax receipts (IBI), bank balances). With property, investments or assets outside Spain, additional documents may be needed.

Six months from the date of death. An extension of a further six months can be requested, as long as it is requested within the first five. It is best to review the inheritance as soon as possible to avoid surcharges and interest and not lose planning options.

Yes. We handle inheritances with homes, land and other property: tax valuation, inheritance tax, municipal capital gains tax, allocation and registration at the Land Registry.

Yes. We handle inheritances with non-resident heirs, assets in several countries and links with Gibraltar or the United Kingdom. We review tax residence, where the assets are, which law applies and which taxes must be paid in Spain.

There is no single answer. It depends on the family relationship, the type and value of the assets, where the parties live and what the family wants. Before giving assets away, it is worth comparing the tax and legal cost of each option and respecting the forced shares (legítimas) the Civil Code sets for children. That is what we do, and if a will is needed afterwards, we guide you in drafting it.

Yes, and it is advisable. Simply accepting an inheritance makes you liable for the deceased’s debts with your own assets as well. Before accepting, we review the assets, the known debts and the taxes so you know what you are really receiving.

Our job is for the inheritance to be closed by agreement, before a notary and without going to court: we put the numbers on the table and propose a division that everyone can sign. If the family is already in litigation (a challenge to the will or a court-ordered division), we will tell you clearly at the first consultation.

Yes. The same professionals who handle your inheritance see you in person, at our office on calle Cervantes, or by video call, wherever you live: in the area, in other cities in Spain or abroad.

A paperwork agency (gestoría) usually limits itself to filing the taxes and collecting documents. We are a tax and legal advisory firm and a law firm at once: besides settling the tax, we give legal advice on civil law (forced shares, wills, division, life interest) and represent you before the tax authorities if there is a review later. Inheritance is a specialist area of the firm.

Children and other forced heirs are entitled to the forced share (legítima) set by the Civil Code. If the will harms it or an heir refuses to hand it over, you can claim the forced share or the balance of it. A specialist lawyer reviews the will, earlier gifts and the value of the estate to calculate what you are owed, and first looks for an agreement; if there is none, they will tell you clearly which court route remains.

If you file late before the Andalusian Tax Agency (Junta de Andalucía) contacts you, you pay a surcharge: 1 % plus a further 1 % for each full month of delay and, after twelve months, 15 % plus late-payment interest. If the tax authority contacts you first, a penalty may also apply. That is why it is worth requesting the extension in time.

For inheritance tax, the value of a property cannot be lower than its cadastral reference value (valor de referencia), which you can look up with the cadastral reference on the Cadastre’s online office. If you think that value is above market value, you can challenge it; first we check whether it is worth doing so and with what evidence.

Ask whether they have handled inheritances like yours, whether they also deal with the taxes and whether they give you the scope of work and the quote in writing before starting. Be wary of anyone who promises results: in an inheritance, what depends on the lawyer is rigour, meeting deadlines and clarity, not whether the heirs agree.

First, the certificate of last wills is requested. If there is no valid will, a declaration of heirs is processed before a notary and the heirs are those set by law (children, failing them parents, and the surviving spouse with their life interest). Then the assets, debts and documents are reviewed to accept and allocate the inheritance, bearing in mind the six-month deadline for inheritance tax.

Other services of the firm

What our clients say

Reviews of different services of the firm.

4,9
Excelente
Basado en 40 reseñas en Google
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.

Tell an inheritance lawyer about your case

Briefly explain your situation and we will tell you which documents are needed and what the next steps are.

Office in La Línea de la Concepción. We work with clients in Sotogrande, San Roque, Algeciras and the Campo de Gibraltar (the area around Gibraltar).

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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