Inheritance lawyers in Mallorca for estate matters and wealth planning
At Cantallops Legal, we advise on inheritance matters and succession planning in Palma de Mallorca with a combined legal and tax approach: estate administration and division, inheritance tax, wills, succession agreements, forced heirship, benefit of inventory, inherited property and disputes between heirs.
We assist both when the succession has already opened and when it is advisable to organise matters in advance during lifetime. Our aim is to give you a clear, workable strategy aligned with the family, asset and tax realities of the case.
Law firm in Palma de Mallorca · Inheritance, private wealth and taxes · Residents and non-residents · Advice across the Balearic Islands
What we can help you resolve
We advise both when the succession has already opened and when it is preferable to organise matters in advance through a will or succession agreement.
Estate administration and division
Review of the succession, inventory, distribution deed, allocation of assets and coordination with the notary, land registry and banks.
Inheritance Tax in the Balearic Islands
Analysis of the tax impact of the inheritance, deadlines, extensions, tax reliefs, surcharge exposure and filing strategy.
Wills
Drafting and review of wills with attention to forced heirship, family structure, real estate, family business issues and legal and tax consequences.
Succession agreements in the Balearic Islands
Planning and formalisation of succession agreements with prior analysis of their civil, registration and tax treatment.
Forced heirship, disinheritance and omission of heirs
Assessment of the position of forced heirs, the validity of certain dispositions and the viability of defending or challenging them.
Disputes between heirs
Lack of agreement on division, signature deadlock, disputes over valuation or allocation of assets and strategies to redirect the conflict.
Inherited real estate
Homes, rural land, commercial premises and co-ownership situations, including allocation, termination of co-ownership, later sale and related tax issues.
Non-residents and international elements
Heirs or deceased persons with assets or connections outside Spain, documentation, powers of attorney, tax identification and remote handling.
Key guides on inheritance in the Balearic Islands
These are the three core guides in the hub on tax reliefs, inheritance tax deadlines and benefit of inventory.
Tax reliefs
Inheritance Tax reliefs in the Balearic Islands
Which allowances and tax reliefs may reduce the tax bill and how they fit within Balearic regional rules.
View tax relief guide →Tax deadlines
Inheritance tax deadlines and extensions
Basic tax timeline, possible extension and a document checklist to avoid delays and unnecessary surcharges.
View deadline guide →Benefit of inventory
Accepting an inheritance with benefit of inventory
When this option should be considered to limit the risk arising from debts, guarantees or uncertain estate liabilities.
View benefit of inventory guide →Related areas that should often be coordinated
Many estates also require a broader review of private wealth taxation and the position of inherited real estate. In some matters, this hub should therefore be connected with other areas of the firm.
Tax law
Private wealth taxation, income tax, non-resident tax, tax regularisations and overall tax strategy linked to the succession.
View tax law →Real-estate law
Allocation of inherited property, co-ownership, later sale, local capital gains tax and disputes over use or division.
View real-estate law →What must be analysed specifically in the Balearic Islands
An inheritance cannot be handled properly with general concepts alone. In the Balearic Islands, inheritance taxation, filing deadlines, real-estate issues and the desirability of prior planning can be decisive.
Inheritance taxation
Tax reliefs, deadlines, extensions, valuation of assets and coordination of the tax filing.
Property located on the islands
Allocation, use, sale, co-ownership, local capital gains tax and later tax consequences.
Lifetime succession planning
Wills and succession agreements aimed at preventing disputes and organising family wealth.
Heirs living outside Spain
Powers of attorney, documents, execution formalities and coordinated handling with the notary, banks and registry.
How we approach an inheritance matter
1. We review the legal and tax position
We analyse the will or intestacy, assets, debts, forced heirs, encumbrances, deadlines and key risks.
2. We design the strategy
We define the best route to accept, divide, allocate and file the estate, or to organise the succession in advance if it has not yet opened.
3. We carry out the process
We coordinate the documents, notarial work, tax filing, land registry and any issues that arise during the process.
4. We defend your position if there is a dispute
Negotiation, formal notices and preparation of the strategy where there is opposition or deadlock between the parties involved.
Frequent situations
We regularly assist with matters such as:
- Estates with an ongoing or already expired tax deadline
- Lack of agreement between heirs
- Doubts about whether the inheritance should be accepted
- Inherited property with several beneficiaries
- Need to organise succession before death
- Wills that should be reviewed or updated
- Family succession agreements
- Heirs living outside Spain
- Private wealth structures with real-estate or business elements
Frequently asked questions
What is the deadline to file Inheritance Tax in the Balearic Islands?
As a general rule, the deadline is six months from the date of death. In many cases it is important to assess early whether an extension should be requested and to organise the documentation from the outset.
What happens if the heirs do not agree?
A lack of agreement can block the division of the estate and the allocation of assets. In those cases, the strategy should be defined from the start so the conflict does not worsen.
Can an inheritance be accepted if there are debts?
Yes, but before acceptance it is essential to analyse the liabilities, the documents and whether options such as acceptance with benefit of inventory should be considered.
Does it make sense to sign a will or succession agreement before a conflict exists?
Yes. Good succession planning can reduce uncertainty, organise private wealth and prevent future family disputes.
Can I handle an inheritance if I live outside Spain?
Yes, but it usually requires especially careful coordination of documents, formalities, notarial work and tax matters.
Advice in Palma de Mallorca with a full private wealth perspective
Cantallops Legal focuses on inheritance, private wealth, taxation and real estate. In every matter we work with a practical method: facts, documents, deadlines, strategy and execution.
Do you need help with an inheritance in Mallorca or with succession planning in the Balearic Islands?
We can review your case and guide you on estate acceptance and division, inheritance tax, wills, succession agreements, disputes between heirs, inherited property and overall wealth strategy.