If you have been called to inherit assets in one of the Balearic Islands (Mallorca, Menorca, Ibiza,  Formentera and Cabrera)  you will need a good English speaking probate lawyer/solicitor/attorney  to handle the inheritance procedure for you.

For this procedure it is not necessary to use a lawyer on one of the islands as we can handle the complete procedure from the mainland with no extra cost to you. The acceptance of inheritance deed can be signed at any notary in Spain so there is no disadvantage  in us not being based on the islands and you will have the advantage of dealing with a lawyer that in an expert in the field of inheritance for ex-pats in Spain .

If you do not wish to visit the mainland we can do the complete procedure by zoom. For the signing your presence would not be needed in any case as we handle all inheritance procedure by power of attorney signed in the U.K. regardless of where in Spain the estate is situated.

I am member 67228 of the Madrid Law Society and 1748 of the Almeria Law Society and have been in practice for  over 25 years. I  have the experience of having dealt with over 2000 wills and 400 probate cases for ex-pats all over  Spain with many cases handled in  the Balearics .  I am a recognised expert in the field of international inheritance and all related matters and  have been handling cases all over Spain since 1994 and write a well read blog on the subject of inheritance and estate planning for ex-pats in Spain

Contact us now for help with probate or Spanish wills.

At Davies Abogados /Solicitors & Barristers we can also help you with Spanish wills and powers of attorney.

Simply e-mail me now and we will call you back to offer you a free no obligation appointment at one of our offices or by Zoom.

As soon as we have discussed your case we will offer a budget and timescale. I look forward to hearing from you

michaeldavies@daviessolicitors.com

While you wait for a reply why not visit our Ex-pat inheritance blog and read up on the subject:

Guide of what to do is someone dyes in Spain.

Inheritance tax if you are fro a non -E.U. country : Supreme court says that residents of Non-EU countries are allowed the same exemptions as residents of E.U. countries. 

7 most common pitfalls of ex-pats inheriting in the Balearics

Michael Davies/Abogado

Telephone : +(34) 950 47 27 75
Best bilingual Spanish inheritance lawyer Michael Davies
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Inheritance in the Balearics by Michael Davies in a nutshell: 

  • Michael Davies the owner or the firm is a fluent English speaking Spanish probate lawyer  with over 25 years experience.
  • He is  member of the law societies of Almería and Madrid.
  • He is a well   known Spanish inheritance tax expert . We will make sure that you pay the minimum amount of inheritance tax possible. Inheritance tax forms are presented by self assessment and the exemptions applicable vary depending on where in Spain the beneficiary is resident  or on where the assets are situated if the beneficiary is non resident in Spain.  To make things more complex we have had a few  changes to the exemption rates in the last 3 years and to the way they apply to non-residents due to varios sentences by the E.C.J. and the Spanish Supreme court.  We will also take into account the effect of the inheritance valuation on the future capital gains tax  very often overlooked. 
  • We take care of everything from start to finish including  inheritance tax registration and registration of the real estate.
  • We are transparent and upfront with our fees. (no surprises). We do not provide a below the market quote for Probate to then surprise our clients with fees for extra items.
  • We are proactive with our advice. We have done this hundreds of times before so we know exactly what needs to be done.
  • We have offices in Marbella, Almeria and Mojacar  but we can handle probate anywhere in Spain at no extra cost to you.
  • Our experience of  over 25 years and over 300 probate cases handled allows us in 90% of cases to provide an exact budget and timescale from the start and avoid all the pitfalls of an inheritance procedure avoiding both extra costs and delays.

We are experts

· Probate / Inheritance
· Estate planning / Wills
· Conveyancing
· Litigation.

We will always

· Advise you professionally
· Be sensible, fair and transparent with our fees
· Be proactive with our advise (we will offer all the information that we consider could be useful to you without waiting for you to come up with the correct question)

On the blog