Will
A distribution that respects the reserved share and is drafted to avoid the clauses that end up setting heirs against each other.
Wealth and estate planning
A private wealth department that plans the transfer of the assets, services and obligations of family businesses and private individuals.
01 Tax
02 Business
03 Financial
04 Wealth
01 — What we do
The tools to protect your wealth
The tax bill on an estate is decided years before the estate opens.
Lifetime gifts
We work out what it costs to give now compared with inheriting later, which in Madrid is not always the same thing.
Family business
Structuring the family business so that the succession can claim the family business relief under Spanish inheritance tax.
Life insurance
Planning what the tax will be paid with, so that nobody has to sell what they inherit.
Assets in more than one country
Advice where there are assets or heirs outside Spain, including the possible choice of the law of your nationality.
Periodic review
Regional reliefs change: we check whether what was signed years ago still works for you.
02 — Specialist areasFour kinds of planning
Four kinds of planning
tailored to you
Tax planning
We help you draw up the best plan so that you get the benefit of every tax incentive available.
Business planning
We offer advice on business planning that lets you get the company's finances into the best shape.
Financial planning
With our legal support you will be able to put in place more efficient and more advantageous financial structures.
Wealth planning
We use our legal knowledge to stay with you while you plan the succession.
03 — The service
Planning your estate today stops your heirs paying more than they should tomorrow.
Escalera & Tuset · Tax law · Madrid
Not sure? Give us a call 911 923 480 We reply within the same working day. First consultation free.
«Excellent treatment and outstanding professionals. Thanks to Pepe Dominguez Tuset, who resolved my problems.»
04 — How we start
This is how we start to resolve your case
You will know who is handling your matter, what your options are and what it is going to cost. No surprises.
Solicitar presupuesto-
You call or write to us
On +34 911 923 480 or through the form. We get back to you within the same working day.
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We study the case
We review the documents and tell you what your real options are, with their deadlines and their risks.
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A fixed quote
We give you the cost of the solutions on the table before we start. With no obligation.
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We get to work
A named lawyer handles your matter and keeps you informed at every stage of the procedure.
05 — Questions
What people ask us before they instruct us
Before there is a problem. Planning done in good time saves tax and family disputes.
No. The will is one piece; planning also takes in companies, insurance, gifts and a family protocol.
Inheritance and gift tax, income tax, municipal capital gains tax and, where relevant, wealth tax. They are all worked out before anything is decided.
That is where it shows most: agreements, a protocol and an orderly handover of management.
Yes. The size of the estate does not change the need to put it in order.
06 — Quote
Tell us about your case. We call you today
First consultation free and with no obligation.
911 923 480More about wealth and estate planning
What wealth resources are
Wealth resources means the set of assets, services and obligations that make up a company's estate. We divide that set into two different areas: economic wealth resources and financial wealth resources. Planning them and arranging how they pass on is a fundamental part of how a business runs and survives.
That planning and that succession call for knowledge of private wealth law. At Escalera & Tuset you will find a department dedicated specifically to that field. The professionals who make it up have a long and impeccable track record in advising on wealth and estate planning for companies: the legal support you need to get those processes right.
Escalera & Tuset has everything it takes to give you a genuinely well-grounded wealth and estate planning service: a team of specialist legal professionals with long experience behind them; a thorough knowledge of the law relating to private wealth, finance and tax; and high-quality client care, which is the unmistakable mark of our firm. Tailoring the service is central to how we work.
Our lawyers, who are experts in the idea of securing family wealth, stay with the client throughout every related process to add something extra, whether the client is a family business or a private individual. Setting out a wealth and succession plan is essential if assets, services and obligations are to pass on, or not pass on, the way you want. That, of course, brings legal considerations that call for an expert view. At Escalera & Tuset we can give you one.
Wealth planning is an all-round exercise covering those assets, services and obligations, and it requires several kinds of internal planning, such as tax and financial planning. Our specialists in those areas work together so that your plan is not only legally sound and precise but also as good as it can be in tax and financial terms. We are experts in succession and everything connected with it. Leave it in our hands.
Specialists in wealth planning
Escalera & Tuset has everything it takes to give you a genuinely well-grounded wealth and estate planning service: a team of specialist legal professionals with long experience behind them; a thorough knowledge of the law relating to private wealth, finance and tax; and high-quality client care, which is the unmistakable mark of our firm. Tailoring the service is central to how we work.
Our lawyers, who are experts in the idea of securing family wealth, stay with the client throughout every related process to add something extra, whether the client is a family business or a private individual. Setting out a wealth and succession plan is essential if assets, services and obligations are to pass on, or not pass on, the way you want. That, of course, brings legal considerations that call for an expert view. At Escalera & Tuset we can give you one.
Wealth planning is an all-round exercise covering those assets, services and obligations, and it requires several kinds of internal planning, such as tax and financial planning. Our specialists in those areas work together so that your plan is not only legally sound and precise but also as good as it can be in tax and financial terms. We are experts in succession and everything connected with it. Leave it in our hands.
If you need lawyers in Madrid to advise you, Escalera & Tuset is the answer. If you need lawyers who can defend you, Escalera & Tuset is the answer. If you need information, Escalera & Tuset is the answer. We are here purely to help you in the way you need. Get in touch now.
Also in tax law
The tax department covers taxes, audits, appeals and wealth planning.
911 923 480