{"id":46278,"date":"2026-10-28T12:15:14","date_gmt":"2026-10-28T12:15:14","guid":{"rendered":"https:\/\/www.amatimmobiliaris.com\/w\/?p=46278"},"modified":"2026-10-28T12:21:44","modified_gmt":"2026-10-28T12:21:44","slug":"inheritance-planning-almost-200-clients-trust-amat-to-plan-their-estate","status":"publish","type":"post","link":"https:\/\/www.amatimmobiliaris.com\/w\/en\/2026\/10\/inheritance-planning-almost-200-clients-trust-amat-to-plan-their-estate\/","title":{"rendered":"Inheritance planning: almost 200 clients trust AMAT to plan their estate"},"content":{"rendered":"

Inheritance planning: almost 200 clients trust AMAT to plan their estate<\/h1>\n

Almost 200 clients have attended the two events organised by AMAT during the second half of October to discuss \u201cEverything you need to know about inheritance\u201d.<\/strong> 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.<\/p>\n

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.<\/p>\n

Three key legal arrangements for inheritance planning<\/h2>\n

During the events, three legal arrangements relevant to family estate planning were highlighted: loans between family members, inter vivos<\/em> gifts and mortis causa<\/em> gifts.<\/p>\n

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.<\/p>\n

Private loans and inter vivos<\/em> gifts<\/h3>\n

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.<\/p>\n

Maribel Cord\u00f3n, lawyer responsible for AMAT\u2019s Legal Services<\/strong>, explores these differences in the article Differences between private loans and <\/a>inter vivos<\/a><\/em> gifts<\/a>.<\/p>\n

Gifts of money and gifts of property<\/h3>\n

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.<\/p>\n

In this article, Maribel Cord\u00f3n analyses the main differences between the two options: Differences between <\/a>inter vivos<\/a><\/em> gifts: gifts of money and gifts of property<\/a>.<\/p>\n

Updates on mortis causa<\/em> gifts<\/h3>\n

One of the key topics covered during the sessions was the new possibilities available through gifts made in contemplation of death in Catalonia.<\/p>\n

Jos\u00e9 Vicente Gald\u00f3n, notary in Esplugues de Llobregat<\/strong>, 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.<\/p>\n

You can find out more in the article Gifts on death with immediate transfer of ownership in Catalonia following Law 11\/2026<\/a>.<\/p>\n

What should you consider when managing an inheritance?<\/h2>\n

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.<\/p>\n

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.<\/p>\n

At AMAT, we support you throughout this process through our specialist services:<\/p>\n