info@hereditaslegal.com

ABOUT US

A research and advisory centre specializing in international and Balearic inheritance law and taxation

HEREDITAS LEGAL is a research and outreach centre focused on inheritance law and taxation, which also provides specialised advice on the planning and administration of cross-border and Balearic successions

International research and outreach centre

We organize conferences with renowned speakers, publish content on our blog, and collaborate with the media to share our knowledge on inheritance law and taxation.

Legal and tax advice

We work with a top-tier team of local and international lawyers and tax advisors to design and implement the most appropriate estate-planning strategy in each case.


Vision & Purpose

Approach succession with peace of mind, foresight, and legal certainty.


  • Succession is part of everyone’s life.

  • Understanding what is happening, what may happen, and the awareness of the legal and tax implications of each decision is essential.

  • HEREDITAS was created to inform and support , combining research and outreach with highly specialized technical advice.

"To inform and support, combining outreach with highly specialized technical advice."

Methodology

How we work

A structured approach that ensures optimal outcomes at every stage.

Assessment

A tailored assessment of your family, assets, and cross-border circumstances.

Structuring

A proposed inheritance and tax strategy aligned with your personal wishes and needs.

Implementation


Planning and implementation (will, succession agreement, etc.), with notarial and registry coordination.


Support

Ongoing monitoring and updates in response to changes in family circumstances, regulations, or residence.

Why choose us

Our commitment to you

Legal certainty and a preventive approach

We anticipate issues and design solutions that ensure the security of your estate plan.

Rigorous and clear information.

WE offer real-world options with precise information to enable YOU to take well-informed decisions.

Tax optimization with sound judgment

We minimize the tax impact of inheritance transfers, always in line with current regulations and with full transparency.

Prestigious professionals

We count with the support of specializsd lawyers and tax advisors with extensive experience in the field.

A trusted international network

We work with professionals in multiple countries to handle cross-border matters effectively.

Meet Our Team

Professionals with extensive experience and recognised standing in inheritance law.