Specialist Donations Lawyer in Ibiza

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At Rodríguez Tur Abogados, we are specialist donations lawyers in Ibiza, with extensive experience in wealth and estate planning. We advise individuals and families on the lifetime transfer of assets, ensuring full legal certainty, tax efficiency, and compliance with current Spanish regulations.

A properly planned donation allows you to anticipate inheritance, prevent family disputes, and reduce tax risks. Our legal team analyses each case on an individual basis to provide the most appropriate solution according to the client’s family, financial, and asset situation.

Legal advice on donations in Ibiza

Each case is handled with rigor, discretion, and full confidentiality.

Making a donation is an important decision that must be carefully assessed from both a legal and tax perspective. Our lawyers guide you through the entire process to ensure the transaction is secure, compliant, and financially advantageous.

Comprehensive donation advisory and management service

We offer a full legal service for donations, from the initial legal and tax analysis to notarisation and subsequent tax advice. We handle the drafting of all legal documentation, legal review, and coordination with notaries and other professionals whenever required.

Donations from parents to children

We provide specialist legal advice on donations between parents and children, one of the most common forms of asset transfer. We ensure compliance with civil and tax regulations and protect the rights of other forced heirs. Each case is carefully studied to prevent future claims and ensure balanced inheritance planning.

Donation to one child only

We assess the legal viability of making a donation to a single child, taking into account statutory limits and the protection of other heirs’ forced shares. We evaluate the risk of future challenges and propose legally sound solutions to protect the donor’s intentions and ensure the validity of the donation.

Lifetime donations

We manage lifetime donations as an alternative to traditional inheritance transfers. We analyse the legal and tax advantages and disadvantages, as well as the family and asset implications of the transaction. Our objective is to prevent future inheritance disputes, protect the donor’s legal position, and optimise taxation within the legal framework.

Donations through trust or fiduciary structures

We advise on the use of fiduciary and trust-like structures as advanced tools for estate and succession planning. These mechanisms allow for structured asset management and controlled transfer, ensuring that administration and final allocation comply with the donor’s wishes. We carefully assess legal, tax, and family implications to provide a secure solution.

Real estate donations

We manage the donation of real estate assets such as residential properties, land, commercial premises, and other real estate holdings. Our service includes drafting the public deed, coordinating with the notary, registering the transfer at the Land Registry, and providing tailored tax advice to ensure a legally compliant and secure transaction.

Donation of movable assets

We advise on the donation of movable assets such as vehicles, cash, shares, or other valuable assets. We ensure proper legal formalisation and full compliance with tax and reporting obligations. Each transaction is reviewed to avoid future tax issues and to guarantee the legal validity of the asset transfer.

Donations without paying taxes

We analyse all legally available options to carry out donations with reduced or exempt taxation, applying tax allowances, reductions, and benefits permitted under Spanish and regional regulations. Each case is assessed individually to determine when a donation can be made with minimal or no tax burden, always within legal limits.

Advice on types of donations

We evaluate which type of donation is most suitable for each client, considering personal, family, asset, and tax factors. We explain the different donation structures available and their short- and long-term legal consequences, enabling informed decisions aligned with the client’s wealth and succession planning objectives.

Donation tax advice

We provide specialist advice on donation taxation, including the Spanish Inheritance and Gift Tax and any additional tax implications. We advise on deadlines, tax benefits, and formal obligations, helping clients avoid errors, penalties, and unnecessary tax exposure while ensuring full compliance.

Time-Barred and unregularised donations

We analyse cases involving old, informal, or improperly declared donations, assessing whether they may be legally time-barred. We evaluate existing risks and offer legal solutions to regularise the situation when required, providing legal certainty and preventing future tax or legal contingencies.

Will Drafting Linked to Donations

We advise on the drafting or amendment of wills where prior donations exist, ensuring consistency between lifetime estate planning and future succession. We assess the impact of donations on forced heirship rules and inheritance distribution, preventing contradictions that could lead to disputes or legal challenges.

Cancellation or revocation of donations

We act in procedures involving the cancellation or revocation of donations when legal grounds exist, such as breach of conditions, ingratitude, or other legally recognised causes. We defend our clients’ interests both out of court and in litigation, seeking effective and legally sound solutions.

Don’t Wait Any Longer

Contact our inheritance lawyers today.

Tell us about your case and we will assess the best strategy to achieve a successful outcome.