DEPARTMENT

Companies and family groups

We work hand in hand with our clients, adding our experience,
involvement and commitment to achieve maximum efficiency. 

We are immersed in a globalised and digitalised environment in which new technologies are transforming society and companies. For this reason, both companies and individuals need technical support to help them face this new situation of complexity and change in the tax field. We provide that support.   

OUR SOLUTIONS
Companies and family groups

We help you 

Our consultancy has staff who are experts in different sectors and who specialise in particular in tax planning, corporate structuring and family protocol. After more than 50 years of experience we are confident that we can offer you, your company or your family a personalised and effective advice under standards of excellence and security to ensure your peace of mind.

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Our Solutions

Tax, corporate and asset planning 

Succession planning and family protocol 

Commercial transactions

Tax and accounting obligations

Mergers and acquisitions

Tax processes and inspections

Tax, corporate and asset planning

We help you to adapt your legal and economic structure to avoid any asset erosion or tax overload. We also analyse the overall situation of your company, partners and related persons to organise schemes that are sustainable over time. Our aim is to achieve the greatest efficiency in order to offer you security and peace of mind, both business and personal.

Succession planning and family protocol

After more than 50 years advising the largest companies in the Balearic Islands, we are specialised in dealing with inheritance and family protocols from a fiscal, legal and human point of view. We know that this is a delicate subject, that is why we not only advise you during the succession process, but we also structure and develop a plan according to your needs to ensure the integrity of your assets over time.

Commercial transactions

Our specialised department will accompany you from start to finish in your transactions, advising you and carrying out all the commercial operations you need: from the creation of companies to purchase and sale operations. Our work is based on thoroughness, transparency and reliability to offer you the peace of mind of knowing that you are leaving your commercial activities in good hands. 

Tax and accounting obligations

We plan with you the tax obligations you require, analysing the possible deductions and all those operations that could reduce the tax burden. We also take care of preparing and presenting both the obligations and the payments on account and we provide you with accounting management services. Our work methodology is based on the analysis and constant updating of current regulations in order to detect the most profitable options and benefits for you, always with maximum efficiency and transparency. 

Mergers and acquisitions

We accompany you during the structuring, auditing and negotiation of purchase and sale operations. We first meticulously analyse all transactions, taking into account your overall situation and the possible repercussions. Then we carry out the most appropriate due diligence to verify that there are no risks. Finally, we provide you with legal and tax advice on the contracting and closing of the operation in order to seek the greatest legal security and the lowest financial burden. 

Tax processes and inspections

Our legal-tax team, experts in administrative and contentious procedures, can take charge of directing tax proceedings, first analysing each situation in detail and studying the case law in depth to provide you with the best defence. At Joan Cerdà we lead the negotiation processes and accompany you through all the inspection phases. To do so, we constantly train ourselves and we are up to date with the current regulations in order to detect the best benefits. 

PERSONALISED ATTENTION

Companies and
family groups

We will evaluate the best options available.
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3. Income and personal wealth