Interview – Miguel Morillon

Interview with a French lawyer in Spain for entrepreneurs and Spanish and French companies in France and Spain. 20 specialized lawyers.

In 2026, you will offer more than 50 breakfasts and practical workshops on very specific tax and legal topics.

The choice of topics addressed is based on our in-depth knowledge of the needs of French individuals and professionals in Spain. We work with them daily and we know their concerns.The aim of the legal breakfasts is to inform and simplify certain topics that are relatively technical and complex for non-experts, while establishing a close link with members of the French community in Spain.

Of course. The topics are very diverse, and each breakfast focuses on a specific subject, but they mainly revolve around the following areas: real estate and investment in Spain, taxation, entrepreneurship, inheritance and marital situations.We invite you to consult the detailed topics via the firm’s calendar on our website.

Most of our legal breakfasts are held in Madrid, almost every Thursday at 10 a.m. We also regularly organize meetings in Valencia, Paris, Brussels, London or even Berlin, on the subjects that most interest our clients, such as creating a company in Spain or purchasing real estate in the country.To register, simply send an email to info@morillon.es, indicating your name, the subject you are interested in, and your telephone number. As the number of participants is limited to 10 per session (20 for sessions outside Madrid), we recommend reserving your place as early as possible.

French citizens residing in Spain or owning assets there often underestimate the impact of the differences between the French and Spanish tax and legal systems.Spanish decentralization adds an additional layer of complexity: each autonomous community applies its own tax brackets and allowances. Failing to take these specificities into account can result in significantly higher taxation than expected.

Lack of planning: Many do not prepare their succession considering the tax advantages offered by certain Spanish regions.

Insufficient coordination between the two countries: Poor synchronization between the French and Spanish tax regimes can lead to double taxation or loss of certain benefits.

Poorly adapted wills: The interaction between the European succession regulation and Spanish law can create unexpected effects if documents are not properly drafted.

Not seeking expert advice: Underestimating the complexity of Spanish legislation and acting without professional guidance often leads to costly mistakes.

Understanding Spain’s specific rules and relying on specialized guidance is essential to avoid decisions that could harm your heirs or your assets. The webinar will address these pitfalls in detail and provide solutions to avoid them.

1. First, it is essential to understand the regional specificities and take advantage of them.In Spain, inheritance and gift taxation varies significantly from one autonomous region to another. Some regions, such as Madrid or Andalusia, offer very advantageous allowances or tax reductions. Proper estate planning adapted to your place of residence or the location of your assets can significantly reduce your tax burden.

2. Anticipate your succession through donations.In many cases, making a lifetime donation is a very relevant solution to anticipate and optimize one’s succession.

3. It is equally essential to master European regulations on successions.The European Regulation allows EU citizens to choose the law applicable to their succession: the law of their nationality (or one of their nationalities), or that of their habitual residence. This choice helps secure the transmission, protect reserved heirs and organize the future management of the estate.

4. Know the available tax optimization tools.For example, French life insurance can be very advantageous for Spanish tax residents, provided it is used correctly.

5. Work with bilateral experts.Calling on advisors who know both the French and Spanish tax systems is essential to avoid double taxation and to structure cross-border estate planning strategies adapted to your personal situation.