Steps to take into account after becoming an heir in Andalusia

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hen you inherit in Andalusia there are several important steps to take into account.

  • Acceptance of the inheritance: decide whether to accept or renounce the inheritance. You must take into account debts and associated taxes.
  • Payment of taxes: in Andalusia inheritance and donation taxes must be paid; these vary depending on the value of the inheritance and the relationship with the deceased.
  • Settlement of inheritance tax. It is necessary to present the required documentation to the Andalusian Tax Agency and settle said tax.
  • Inventory and distribution of assets: an inventory of inherited assets must be made and distributed according to legal provisions or the will, if any.
  • Updating documents: changing the ownership of inherited assets such as property, bank accounts and insurance..
  • Possible legal procedures: depending on the complexity of the inheritance and the existence of disputes..

“It is important to have legal advice to ensure you comply with all legal and tax requirements in the inheritance process.”

COSTALEX tramitar herencias

At COSTALEX we accompany you on this path full of unknowns. We make it easier for you to go through all the steps to follow and we give you our trust so that you can leave these investigations in our hands and you can focus on what you need.