Tax planning services
A comprehensive tax and estate planning service
Designed to preserve, optimise and grow the wealth of individuals, families and businesses through a comprehensive and long-term approach. This service is provided through Value Tree Servicios Patrimoniales, S.L.
Decisions that protect and preserve wealth
Efficiency
Advisory and execution services delivered within a single integrated framework for greater efficiency and responsiveness.
Planning
A holistic perspective that brings clarity and structure to every decision.
Security
End-to-end support with legal certainty and a long-term perspective focused on preserving wealth.
Efficiency
Advisory and execution services delivered within a single integrated framework for greater efficiency and responsiveness.
Planning
A holistic perspective that brings clarity and structure to every decision.
Security
End-to-end support with legal certainty and a long-term perspective focused on preserving wealth.
Supporting every dimension of wealth
Through a comprehensive view of wealth, we advise on the most important tax matters affecting our clients, ensuring decisions are made with clarity, consistency and long-term impact.
Tax planning
Comprehensive advice on personal and family tax planning, including wealth tax, personal income tax and inheritance and gift tax, with a particular focus on the efficient transfer of wealth across generations.
Corporate and high-net-worth tax advisory
Tax advisory services for high-net-worth individuals and family-owned businesses, including the design of efficient structures, group tax policies and corporate tax planning.
International mobility
Advice on international mobility matters and Spain’s inbound expatriate tax regime (Beckham Law), helping clients optimise their tax position when relocating to Spain while ensuring compliance across all relevant jurisdictions.
Corporate restructuring
Advice on corporate reorganisations, including mergers, demergers, share-for-share exchanges and group reorganisations, ensuring coordination, tax efficiency and regulatory compliance.
Tax disputes and controversy
Representation and assistance in tax proceedings before the authorities, including audits, inspections and collection procedures, as well as defence in administrative and judicial tax disputes.
Tax and wealth planning
Decisions with both tax and financial insight
A wealth management decision may be financially sound but tax inefficient. Integrating both perspectives helps avoid unnecessary costs and supports more consistent long-term decision-making.
We advise individuals, entrepreneurial families and complex wealth structures across every dimension of their wealth.
In the Press
“Value Tree stands apart from other firms because it has no commercial agreements with third parties.”
“Value Tree continues to expand its offering, providing one of the most comprehensive wealth management services in the market, capable of addressing complex financial, tax and legal needs.”
“Value Tree has integrated financial, tax and legal services under one roof to support clients across every dimension of their wealth.”
Frequently asked questions
Our tax and estate planning service provides comprehensive advice designed to preserve, optimise and grow wealth through an integrated approach. By combining strategy, structuring and execution, we deliver efficient solutions with a long-term perspective.
This service is designed for individuals, entrepreneurial families and corporate structures seeking professional, tailored advice with a holistic perspective, either as a complement to their wealth management strategy or as a standalone advisory service.
It is fully integrated with the other areas of Value Tree, allowing us to provide coordinated and efficient solutions. One team, one comprehensive perspective and one coordinated execution process, ensuring every tax decision contributes positively to the preservation and growth of wealth.