DEPARTMENT

Income and personal wealth

We find the best context for your interests to give you peace of mind. 

In the face of globalisation and the speed at which technological advances are being updated, transparency and fiscal control are taking on a preponderant role. Both the complexity and the speed of change of the tax environment are drastically affecting the personal and family environment. This is why a correct planning and structuring of the personal or family economic scheme is necessary to provide peace of mind in the short and long term.

OUR SOLUTIONS
Income and personal wealth

How we do it 

Our job is to find the best context for your interests, always guaranteeing what is most important to us: your peace of mind. Our team of income and wealth specialists can help you with tax obligations and administrative bureaucracy, develop the right planning and advise you on the best solutions to achieve the optimum level of tax efficiency and peace of mind. Together we will find the most cost-effective solutions and planning that best suits you.

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Our solutions

Income and personal wealth

Inheritance and succession

Tax procedures and inspections

Planning of investment processes

Commercial transactions

Income and personal wealth

We advise you before the end of each income tax cycle. And in order to offer you the best solutions, we anticipate each period in order to achieve an optimal tax burden, analysing your assets and the most current regulations, detecting potential benefits or risks. Once the planning has been carried out, when the due dates arrive, we prepare the income. And we always do so with maximum efficiency and security to offer the greatest peace of mind. 

Inheritance and succession

Inheritance planning, as well as the processing of inheritances, is an unexplored and very complex area, which also has personal nuances that can complicate it even more. Our firm has teams specialised in this area that can design, mediate and process a specific plan adapted and focused on tax optimisation for the heirs. 

Tax procedures and inspections

Our legal-tax team, experts in administrative procedures, can take charge of managing tax procedures, first analysing each situation in detail and studying case law in depth in order 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 this, we are constantly training and we are up to date with current regulations in order to detect the best benefits. 

Planning of investment processes

Our economic and legal advice on our clients’ investment processes is both rigorous and confidential. We audit the operations, analysing in detail the risks and opportunities of each one of them, and we also guide you contractually and accompany you until the end of the operation to ensure its success. We also draw up contracts and deeds and manage the notary procedures, which will give you complete peace of mind during the development of the investment. 

Commercial transactions

Our specialised department will accompany you from start to finish in your transactions, guiding you and carrying out all the commercial operations you need: from the creation of companies to buying and selling 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.

PERSONALISED ATTENTION

Income and
personal wealth

We will evaluate the best options available.
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4. INHERITANCE AND SUCCESSIONS