El Estate Planning Forum Fide wants to be the meeting and reference point for high-level professionals in this field in Spain, where they can freely discuss, comment, exchange opinions, experiences and ideas, and share different views on the Tax and legal issues of Estate Planning in Spain that affect people with significant wealth, which include tax issues such as personal income tax, corporate income tax, wealth tax, inheritance and gift tax, international issues and other taxes, verification actions by the AEAT, and legal issues that affect a significant heritage such as hereditary, civil and commercial issues, from a global perspective, and that contributes through the different sessions the news, current affairs, different visions and perspectives of the expert professionals in the matter of the Tax Administration, DGT, professionals of private companies and magistrates, all of them experts who deal with Estate Planning issues in their field.

It is aimed at high-level professionals in the field of law firms, family offices or similar, private banking, tax administration, DGT and magistrates who deal with Estate Planning issues.

The forum is run by Xavier Estella, Managing Partner of Avantia Tax and Legal Advice. Academic Advisor of Fide; Charles Ferrer, Partner of the Tax practice at the Madrid office of Cuatrecasas y Antonio Zurera, Partner of the Baker McKenzie Tax Department.

It has the Academic Coordination of Victoria Dal Lago, Academic Director of Fide, and Paula de Benito, Academic Coordinator of Fide.

We start this new forum next November 10th with the session on Great Fortunes Solidarity Tax Project.

Analysis areas

Between the topics that the forum plans to address this year we highlight:

• Tax Proposal on the solidarity of large fortunes | November 10, 2022 (Details and registration via Area Fide)
• Checks by the AEAT of large individual taxpayers;
• Tax crime in large taxpayers natural persons;
• Tax residence in Spain and use of the inpatriate regime;
• Key legal and fiscal elements in the design of a will to take into account in a large estate;
• Family business tax benefits in IP and ISD and potential areas for reform;
• Restructuring operations from a fiscal point of view of Family Business and similar issues. Current situation and most controversial operations.

Managers

Xavier Estella

Lawyer. Managing Partner of Avantia Fiscal and Legal Advice since 2005. Previously, he was Wealth Partner and National Director of Wealth Planning at EY Abogados; senior associate at Price Waterhouse being one of the founding members of the High Net Worth and Family Business group. Specialist in national and international Estate Planning and family business. Numerous press publications. He has been Professor of Estate Planning at IE and other institutions. PDG from IESE, Master Tax Advice IE, Leadership in Law Firms at Harvard Law School, Law Degree from the Autonomous University of Madrid. Academic Advisor of FIDE.

Carlos Ferrer

Lawyer, partner in the Tax practice at the Madrid office of Cuatrecasas. Graduated in Law from the University of Deusto, he has a Master's Degree in Tax Consulting from IE Business School in Madrid. He has studied Community Law at the Catholic University of Leuven, Belgium. He is a specialist in international taxation and an expert in advising on corporate acquisition and reorganization operations, private banking and structured financing, as well as in the structuring and analysis of financial products. Likewise, he is a regular speaker at various forums for the reorganization of large estates, as well as professor and co-director of the Master's in Private Banking at the School of Legal Practice of the Complutense University, in the Master's of Tax Law at the University of Navarra and of the BME Institute (Spanish Stock Exchanges and Markets).

antonio zurera

Lawyer. Degree in Law and Business Administration and Management. Partner of the Baker McKenzie Tax Department. Director of the Large Wealth and Family Business Area and member of the Wealth Management Management Committee in EMEA. Specialist in national and international Tax and Legal Advice to Large Estates, Family Corporate Groups, Reorganizations, Family Conflicts and in matters of Insurance and Financial Institutions.