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.
![Renta_Patrimonio_Personal_Home_Fiscal_Joan_Cerda_Media Income and personal wealth](https://joancerda.com/wp-content/uploads/2022/02/Renta_Patrimonio_Personal_Home_Fiscal_Joan_Cerda_Media.jpg)
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.
Our solutions
Income and personal wealth
Inheritance and succession
Tax procedures and inspections
Planning of investment processes
Commercial transactions
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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.
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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.
![](https://joancerda.com/wp-content/uploads/2022/01/Ico.png)
Tax procedures and inspections
![](https://joancerda.com/wp-content/uploads/2022/01/Ico.png)
Planning of investment processes
![](https://joancerda.com/wp-content/uploads/2022/01/Ico.png)