Tax lawyers in Mallorca for wealth taxation and transfers
At Cantallops Legal we advise on tax law and private-wealth taxation, with a focus on property transfers, inheritances and gifts: ITP/AJD, municipal capital gains tax, IRPF, IRNR and proceedings before the Spanish tax authorities.
If you are buying, selling, gifting or inheriting an asset, tax strategy should be reviewed before signing or filing. Proper legal-tax sequencing reduces risk, surcharges and avoidable disputes.
Law firm in Palma de Mallorca · Wealth taxation · Residents and non-residents · Matters in the Balearic Islands and Spain
In wealth taxation, filing a return is not enough: the taxable event, valuation basis, deadlines and cross-tax consistency must be established correctly.
Our approach combines tax technique, document analysis and defense strategy so each decision remains robust in an audit or challenge.
How we can help
We act in preventive planning, tax regularisations, valuation checks and tax appeals.
ITP/AJD on property purchases
Rates, reliefs, reference value, taxable base and filing risks when acquiring real estate.
Municipal capital gains tax
IIVTNU analysis in sales, gifts and inheritances, method choice and defense against incorrect assessments.
Gifts and donor IRPF
Coordination between gift tax and donor income tax to avoid unnecessary tax leakage.
IRPF and IRNR on transfers
Capital gains, acquisition/disposal values, withholdings and resident/non-resident obligations.
Wealth-tax planning
Tax structuring for family and wealth transactions with legal certainty and total-cost control.
Defense before tax authorities
Information requests, audits, assessments, penalties and administrative appeals.
Key wealth-tax guides
Three core guides for high-impact tax scenarios in purchases, transfers and gifts.
ITP/AJD
ITP/AJD on home purchases
Rates, reliefs, reference value and filing in the Balearic Islands.
View ITP/AJD guide →Municipal capital gains
Municipal capital gains tax in transfers and inheritances
Real vs objective method, non-taxation cases, deadlines and cross-tax coordination.
View municipal gains guide →Gifts
Gifts in the Balearic Islands: 100% relief and donor IRPF
Regional relief, donor income-tax impact and planning alternatives.
View gifts guide →Fiscalidad patrimonial
Fiscalidad del trust en España
Tributación del trust anglosajón en España: ISD, IRPF e Impuesto sobre el Patrimonio para residentes y no residentes.
Ver guía del trust →In many transactions, it is advisable to review together municipal capital gains tax, ITP/AJD and gifts with IRPF impactto avoid inconsistencies across taxes and documents.
What should be reviewed before filing or regularising
A sound tax strategy requires reviewing the transaction, valuations, deadlines and coordination across taxes and authorities.
Taxable event and applicable rules
We determine the correct tax, compatibility issues and territorial regime.
Values and taxable base
We review reference value, deeds, costs, improvements and documentary evidence.
Deadlines and procedural sequence
We define filing, regularisation or appeal timing based on surcharges, interest and penalty risk.
Cross-tax coordination
We align ITP/AJD, municipal capital gains, gift/inheritance tax, IRPF and IRNR.
How we handle a tax matter
1. We review the transaction and documents
We analyse deeds, values, dates, payments, costs and background risks.
2. We define the tax strategy
We set the safest route to file, regularise or challenge with technical and evidentiary support.
3. We execute filing or defense
We prepare returns, responses, appeals and submissions before the relevant authorities.
4. We support through closure
We monitor the case and prepare the next administrative or court phase when needed.
Frequent situations
- Purchase with doubts on ITP/AJD and reference value
- Sale with capital gains and municipal capital gains tax
- Gift with regional relief and possible donor IRPF impact
- Inheritance requiring coordination between inheritance tax and municipal tax
- Non-resident selling, inheriting or gifting assets in the Balearic Islands
- Information request or valuation check
- Assessment or penalty to challenge
- Need to structure tax risks before signing
Frequently asked questions
Which tax matters do you handle most often?
ITP/AJD, municipal capital gains tax, gifts, IRPF and IRNR in wealth/property transfers, plus tax-defense work.
Should tax issues be reviewed before signing?
Yes. Many risks surface when filing or during an audit; early planning prevents avoidable costs.
Do you advise non-residents?
Yes. We coordinate non-resident obligations in purchases, inheritances and gifts involving Spanish assets.
Do you also handle appeals?
Yes. We assist with administrative appeals and evaluate court action when appropriate.
Wealth taxation in Palma de Mallorca with practical, strategic execution
We integrate tax analysis, procedural strategy and civil-law coordination to reduce legal risk, tax leakage and avoidable litigation.
If your matter also affects inheritance or real-estate structuring, you can expand context in Inheritance in the Balearic Islands and Real-estate law in Mallorca.
Need to review the tax impact of a transaction, inheritance or gift?
We assess your case, structure the tax strategy and help you prevent or defend against regularisations, audits and assessments.