Inheritance planning: almost 200 clients trust AMAT to plan their estate
Inheritance planning: almost 200 clients trust AMAT to plan their estate
Almost 200 clients have attended the two events organised by AMAT during the second half of October to discuss “Everything you need to know about inheritance”. The sessions, held on 14 and 28 October, provided an opportunity to explore family estate planning in greater depth, learn about different legal options and address questions about the tax implications of decisions affecting an inheritance.
Planning an inheritance involves much more than deciding who will receive the assets. Understanding the available options, the potential consequences of each decision and when to seek specialist advice can make a significant difference to how an estate is managed and passed on.
Three key legal arrangements for inheritance planning
During the events, three legal arrangements relevant to family estate planning were highlighted: loans between family members, inter vivos gifts and mortis causa gifts.
To explore these concepts in greater depth, AMAT provides resources and specialist information to help readers understand the differences between the various options and assess which may be most suitable for their circumstances.
Private loans and inter vivos gifts
When providing financial assistance to a child or another family member, it is important to distinguish between granting a loan and making a gift. Although both options allow money to be transferred, their legal and tax implications differ.
Maribel Cordón, lawyer responsible for AMAT’s Legal Services, explores these differences in the article Differences between private loans and inter vivos gifts.
Gifts of money and gifts of property
Not all gifts have the same consequences. Giving money and transferring a property are different transactions from a tax perspective, and it is important to understand their specific implications before making a decision.
In this article, Maribel Cordón analyses the main differences between the two options: Differences between inter vivos gifts: gifts of money and gifts of property.
Updates on mortis causa gifts
One of the key topics covered during the sessions was the new possibilities available through gifts made in contemplation of death in Catalonia.
José Vicente Galdón, notary in Esplugues de Llobregat, explained the main developments concerning this legal arrangement in detail, outlining the possibilities it offers and providing valuable information for those wishing to plan the transfer of their estate.
You can find out more in the article Gifts on death with immediate transfer of ownership in Catalonia following Law 11/2026.
What should you consider when managing an inheritance?
Every family estate is different. Before making decisions, it is important to assess the personal and family circumstances, the nature of the assets and the legal and tax implications of each option.
Whether you are considering how to plan the transfer of your estate or need to manage an inheritance you have recently received, specialist advice can help you make informed decisions and assess the options available.
At AMAT, we support you throughout this process through our specialist services:
- Legal and tax advice. Our Legal and Tax Services team advises you on inheritance planning, the acceptance of an inheritance and the management of inherited assets, with the aim of optimising your estate in line with your needs.
- Property sales. If your inheritance includes a home or another property that you wish to sell, our Property Sales service will guide you through the marketing and sales process.
- Property lettings and estate returns. If you prefer to retain the property and generate rental income, our Property Lettings service will help you find the best way to bring it to the rental market.
Plan today to make better decisions tomorrow
The high attendance at these two sessions confirms the strong interest in reliable information and trusted advice when making decisions that affect the future of family estates.
At AMAT, since 1948, we have supported people through the different stages of their property journey. Because an inheritance is about more than assets: it is also about decisions, planning and peace of mind for the future.
Do you have questions about an inheritance, or would you like to plan the transfer of your estate?
Contact our Legal and Tax Services team. We will help you assess your circumstances and explore the options best suited to your needs.
