Claim on IHT paid
Sep 8th 2015, 8:59 am
#1
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Claim on IHT paid
Up to 30,000 Britons eligible to claim compensation after Spanish government was forced to change 'unfair' inheritance tax laws on holiday homes | Daily Mail Online
Mind you it is the daily mail so don't hold your breath !!!
Andy
Mind you it is the daily mail so don't hold your breath !!!
Andy
Sep 8th 2015, 9:04 am
#2
Joined: Jun 2006
Location: Granada Costa
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Re: Claim on IHT paid
It's very old news. Typical lousy DM journalism.
These claims have been going on for more than a year - possibly 2.
Lawyers were making claims even before the ECJ ruled against Spain.
These claims have been going on for more than a year - possibly 2.
Lawyers were making claims even before the ECJ ruled against Spain.
Sep 8th 2015, 3:10 pm
#3
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Re: Claim on IHT paid
Anybody had experience of a successful claim ??
Sep 10th 2015, 9:15 pm
#4
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Re: Claim on IHT paid
Disappointed at the lack of response to an important subject. no doubt If I said i wanted to move to spain to live and work i would be swamped with the normal negativity
Sep 10th 2015, 9:23 pm
#5
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Location: Granada Costa
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Re: Claim on IHT paid
Possibly because no one on this forum has experienced this. I am sure that if anyone had done so they would a very quick to respond.
There are also many regions where there is no significant difference between the rules for residents and non residents. Also, many of the extra allowances apply to people who have had their habitual residence in Spain, and these allowances do not, even under the ECJ judgement, do not apply to non residents.
But, of course, you can hardly expect the DM, with their pathetic excuses for journalists, to be aware of that.
There are also many regions where there is no significant difference between the rules for residents and non residents. Also, many of the extra allowances apply to people who have had their habitual residence in Spain, and these allowances do not, even under the ECJ judgement, do not apply to non residents.
But, of course, you can hardly expect the DM, with their pathetic excuses for journalists, to be aware of that.
Feb 29th 2016, 12:29 pm
#6
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Re: Claim on IHT paid
I have some great news and that is that I have received my inheritance tax refund from Spanish Legal Reclaims. They filed the claim some time ago so my claim would not expire and I am very pleased that I have received my money back and it is in my bank account today.
If you need any help getting your documents call them I cannot recommend them enough.
If you need any help getting your documents call them I cannot recommend them enough.
Mar 1st 2016, 2:11 pm
#7
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Re: Claim on IHT paid
The law of Spanish Inheritance Tax for non residents changed at the end of 2014.
For deaths occurring from 1st January 2015 returns must be submitted to the Spanish tax office rather than to the Autonomous Region. The form, Modelo 650, allows deductions for the allowances to which a resident of the Autonomous Region would be entitled. Page 12 of the Instructions makes it clear,
Normativa aplicable
Cuando el sujeto pasivo tenga derecho a la aplicación de la normativa propia aprobada por una Comunidad Autónoma y opte por ella, de acuerdo con lo establecido en la Disposición Adicional Segunda de la Ley 29/1987, de 18 de diciembre, del Impuesto sobre Sucesiones y Donaciones, mediante la que se adecúa la normativa del Impuesto a lo dispuesto en la Sentencia del Tribunal de Justicia de la Unión Europea, de 3 de septiembre de 2014 (asunto C-127/12), deberá indicar cuál es esa Comunidad Autónoma. En este caso, deberá aplicar las reducciones, la tarifa, los coeficientes multiplicadores y las deducciones y bonificaciones establecidas por ésta. Si no tiene derecho a aplicar la normativa de una Comunidad Autónoma, o teniéndolo no opta por su aplicación, marcar Estado, y la única normativa que será de aplicación es la estatal.
For deaths occurring before 2015 a complementary revised return may be filed to the Spanish Tax office claiming the allowances available to residents of the Autonomous Region. There is a time limit for claiming of four years and six months from the date of death, (being the four year anniversary of the due date for submitting the original return).
Alejandro del Campo Zafra, who was involved in taking the case to the European Court, writes a blog in English that may be of interest. I would be wary of anyone offering to reclaim inheritance tax for a large, or percentage, fee. All that is required is the resubmitting of the original figures and documents with the relevant allowances slotted in. The refund should follow automatically.
WE NOW KNOW HOW THE GOVERNMENT PLANS TO AVOID DISCRIMINATION ON NON-RESIDENT INHERITANCE TAX, IN COMPLIANCE WITH ECJ JUDGMENT DATED 03/09/2014 - Consulting DMS - Blog
For deaths occurring from 1st January 2015 returns must be submitted to the Spanish tax office rather than to the Autonomous Region. The form, Modelo 650, allows deductions for the allowances to which a resident of the Autonomous Region would be entitled. Page 12 of the Instructions makes it clear,
Normativa aplicable
Cuando el sujeto pasivo tenga derecho a la aplicación de la normativa propia aprobada por una Comunidad Autónoma y opte por ella, de acuerdo con lo establecido en la Disposición Adicional Segunda de la Ley 29/1987, de 18 de diciembre, del Impuesto sobre Sucesiones y Donaciones, mediante la que se adecúa la normativa del Impuesto a lo dispuesto en la Sentencia del Tribunal de Justicia de la Unión Europea, de 3 de septiembre de 2014 (asunto C-127/12), deberá indicar cuál es esa Comunidad Autónoma. En este caso, deberá aplicar las reducciones, la tarifa, los coeficientes multiplicadores y las deducciones y bonificaciones establecidas por ésta. Si no tiene derecho a aplicar la normativa de una Comunidad Autónoma, o teniéndolo no opta por su aplicación, marcar Estado, y la única normativa que será de aplicación es la estatal.
For deaths occurring before 2015 a complementary revised return may be filed to the Spanish Tax office claiming the allowances available to residents of the Autonomous Region. There is a time limit for claiming of four years and six months from the date of death, (being the four year anniversary of the due date for submitting the original return).
Alejandro del Campo Zafra, who was involved in taking the case to the European Court, writes a blog in English that may be of interest. I would be wary of anyone offering to reclaim inheritance tax for a large, or percentage, fee. All that is required is the resubmitting of the original figures and documents with the relevant allowances slotted in. The refund should follow automatically.
WE NOW KNOW HOW THE GOVERNMENT PLANS TO AVOID DISCRIMINATION ON NON-RESIDENT INHERITANCE TAX, IN COMPLIANCE WITH ECJ JUDGMENT DATED 03/09/2014 - Consulting DMS - Blog
