A family with homes in both countries
Wills, gifts and the family home planned for Spanish inheritance tax and UK IHT, with one adviser for both.
Case file
Client
Family · Madrid and London
Sector
Family
Countries
Spain and UK
Year
2025
3
generations
2
wills
1
plan
Parents living in Madrid, two children in London and property in both cities. Their wills had been written twenty years apart, each ignoring the other country.
A map first
We listed what passes to whom under each law, and what each country would tax today.
One plan
New wills in both countries, lifetime gifts planned for ISD and IHT, and a family meeting to explain it.
One plan the whole family understands, reviewed every year.
Cases are described with our clients’ permission. They describe our work, not financial results.