Lawyer specializing in asset structuring and tax optimization
At Rodríguez Tur Abogados, we offer a specialized service in wealth structuring and tax optimization, designed for individuals, family businesses, senior executives, and corporations seeking to organize and protect their assets efficiently.
Our team of tax lawyers analyzes each situation on a case-by-case basis, taking into account Wealth Tax, Personal Income Tax (IRPF), Corporate Tax, and any regional taxes that may affect your situation. Our goal is to legally reduce the tax burden, ensure regulatory compliance, and preserve the long-term value of your assets.
We approach tax and estate planning from a comprehensive perspective: we create secure legal structures, design inheritance and succession strategies, establish family holding or asset management companies, and provide international tax advice to prevent double taxation.
What is asset structuring and tax optimization?
Asset structuring is the process of organizing a person’s, family’s, or company’s assets, rights, and investments to protect them, ensure their continuity, and facilitate their transmission to future generations. It involves selecting the most appropriate legal and fiscal structures for managing wealth, such as asset management companies, family holdings, or estate planning mechanisms.
On the other hand, tax optimization refers to the legal application of all tools provided by tax regulations to reduce the tax burden and avoid unnecessary payments. This includes analyzing taxes such as Wealth Tax, Personal Income Tax (IRPF), Inheritance and Gift Tax, Corporate Tax, and correctly applying international double taxation agreements.
Why do you need a lawyer specialized in asset structuring and tax optimization?
Proper asset structuring and tax optimization require a deep understanding of tax, corporate, and civil regulations. Poor planning can result in unnecessary tax burdens, issues with inheritance transmission, or even penalties from the Tax Agency (Agencia Tributaria).
Having a lawyer specialized in asset structuring provides you with legal security and a strategy tailored to your specific situation. Our role is to analyze your assets and activities, identify the taxes that affect you, and propose the most suitable solution to protect your wealth and legally reduce your tax burden.
Creation and management of asset management companies
We assist you in establishing and managing asset management companies that allow you to separate your personal assets from your business assets, optimize taxes, and manage real estate, investments, or shares more efficiently.
International tax advice and double taxation
We provide assistance in cross-border transactions and correctly apply international treaties to avoid double taxation, ensuring that your assets are protected and optimized globally.
Tax optimization of family wealth
We analyze your tax situation concerning Wealth Tax, Personal Income Tax (IRPF), and other regional taxes, applying legal benefits and deductions to sustainably reduce your tax burden.
Estate planning and inheritance
We offer legal solutions to plan the transmission of your assets, through wills, donations, or family protocols, reducing the tax burden and preventing conflicts in the distribution of assets.
Legal protection and management of asset risks
We design strategies to protect your assets from claims, debts, or disputes, separating high-risk assets and ensuring the continuity and stability of your wealth in the long term.
Design of family holdings
We provide advice on the creation of family holdings, structures that facilitate the generational transmission of wealth, dividend distribution, and asset consolidation, offering significant tax advantages in Inheritance and Gift Tax.
Frequently asked questions about asset structuring and tax optimization
An asset management company is an entity whose main purpose is to manage assets (real estate, investments, securities) without engaging in significant business activities. It is advisable to create one when you want to separate personal assets, improve asset management, or take advantage of specific tax benefits.
A family holding allows for the concentration of shares in a parent company, making it easier to transmit wealth across generations and optimize the tax burden on inheritances and dividends. Additionally, it provides greater control and protection against third parties.
The main taxes involved are the Wealth Tax, Personal Income Tax (IRPF), Corporate Tax, and Inheritance and Gift Tax. Regional regulations also play a role, as many autonomous communities apply specific bonuses or reductions.
Not necessarily. Although it is often applied to high-net-worth individuals, it is also beneficial for family businesses, top executives, and professionals who seek to protect their assets, plan their succession, and legally reduce their tax burden.
Tax optimization involves legally applying the benefits and deductions allowed by tax regulations to reduce the tax burden. In contrast, tax evasion involves concealing information or failing to meet obligations, which leads to penalties and legal liabilities.
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