Info · Inheritance & gift tax · Spain

What parents can give their children in Spain — and where the real limit sits

"Can I give my children something if we mortgage our property in Spain?" Yes. The Spanish side of it is, for most families, almost no obstacle at all. The limit that actually matters sits elsewhere — and that's exactly what this page explains.

As a German family, do we pay Spanish inheritance or gift tax on a property in Spain?

Usually very little, if the recipient is a child, spouse or parent — but that is rarely the number that decides the case. For non-residents, Spanish law lets you apply the tax rules of the region where the property sits, not the region of residence. In the Balearics, Comunitat Valenciana, Andalusia and the Canary Islands, that regional bonus reduces the Spanish share for parents and children to close to zero. Catalonia is the exception: a declining allowance and, for gifts, a reduced tariff instead of a blanket cut. None of this settles the German side. There is no double-taxation treaty between Germany and Spain for this tax, so Germany taxes the worldwide estate with German allowances, crediting only the Spanish tax actually paid — and where Spain has taken almost nothing, there is almost nothing to credit. That is usually the number that matters, and it is also why lifetime transfer, not just inheritance, is worth planning for.

This page is for parents and children

This is specifically about the parent–child constellation: spouse, descendants, ascendants. Siblings, uncles, nieces and nephews are a different case with different rules — this page isn't written for that.

And it's about a specific question: how does the case work where a parent mortgages a paid-off property in Spain so a child can buy — or so their own next property gets financed? What happens tax-wise, in Spain and in Germany, is set out here. What the mortgage itself requires is on the overview page for mortgaging existing property.

Which region decides — not where the family lives

For residents in Spain, the applicable tax region follows their place of residence. For a German family owning property in Spain, a different rule applies: Spanish law lets a non-resident apply the regulation of the Autonomous Community where the property is located — for a gift that's simply where the property sits, for an inheritance it's the region holding the highest value of the Spanish assets. This rule followed a ruling of the European Court of Justice (03.09.2014) and was later extended to non-EU citizens too.

The property decides, not where the family lives. That's the first point most people have backwards — and the reason this page is structured by region.

What the region takes — as of July 2026

The reference case throughout is parent–child (Groups I and II: descendants, spouse, ascendants). In most of our regions it comes down to the same answer: next to nothing, against a notarial deed and proof of where the funds came from. Catalonia is the exception.

Impuesto sobre Sucesiones y Donaciones, parents and children — as of July 2026
RegionInheritanceGiftCondition
Balearics (Mallorca, Ibiza, Menorca) 100% relief, since 18.07.2023 100% relief, only since 25.07.2025 Notarial deed for gifts; no explicit non-resident clarification found for gifts specifically — confirm with a tax adviser
Comunitat Valenciana (Costa Blanca, Valencia) 99% relief, retroactive to 28.05.2023 99% relief Notarial deed and traceable origin of funds
Andalusia (Marbella, Costa del Sol) 99% relief, since 11.04.2019, no cap 99% relief Notarial deed mandatory, otherwise no relief
Canary Islands (Tenerife, Gran Canaria) 99.9% relief, since 06.09.2023, no cap 99.9% relief Notarial deed; lapses if the same recipient already used it in the previous three years
Catalonia (Costa Brava) Sliding scale: 99% up to €100,000, down to 60% from €800,000 No relief on the tax due — a reduced own tariff of 5–9% instead The reduced gift tariff only applies with a notarial deed, otherwise the full tariff applies

Regional tax law changes; this overview does not replace tax advice or a calculation for your specific case. Reviewed quarterly.

The point most people miss

The less Spain takes, the more is left for Germany

There is no double-taxation treaty between Germany and Spain for inheritance and gift tax. If the donor, the deceased or the recipient is resident in Germany, German unlimited tax liability applies to the worldwide estate — the Spanish property included — with the German allowances of €400,000 per child every ten years.

Relief comes only via §21 ErbStG: the tax actually paid in Spain gets credited, but only up to the amount of German tax that falls on that asset. And here's the point almost nobody says out loud: where Spain takes next to nothing — as in the Balearics, Valencia, Andalusia or the Canary Islands — there is next to nothing to credit. The Spanish tax was never the problem. The relief of "Mallorca doesn't tax it" is therefore usually premature — it's referring to the wrong one of the two taxes.

The German limit is therefore the actual bottleneck — not the Spanish region. That's the reason to plan the timing of the transfer, rather than waiting for the inheritance case.

Where financing comes into it

When the wealth sits in the property and nobody wants to sell

The typical constellation: the property in Spain has been paid off for years. Nobody wants to sell — not to give the child something, not to work around the German allowance limit either. That's exactly what mortgaging existing property is for: a parent mortgages their own, paid-off property, and the released capital goes into a property purchase in Spain — the child's, or their own next one. It isn't a free payout; the few banks that underwrite this product for non-residents at all release the capital against exactly that use.

Two points make the case additionally workable. The loan normally has to be repaid by the borrower's 75th birthday — but where there are two borrowers, the age of the younger one counts. If the child co-signs as co-borrower with their own equity share on the title (minimum 10%), the term follows their age instead of the parents'. And the use of funds is tied to Spain, not to a single purpose — the capital must stay in Spain and be evidenced, but can flow into different forms of property acquisition.

This typically becomes relevant from around half a million euros in total financing — below that, except with very strong income, the effort rarely pays off for anyone involved.

Frequently asked questions

Does my child, as a non-resident, pay Spanish tax at all?
Yes, but usually very little: for the property located in Spain, Spanish law applies the regulation of the region where it sits — regardless of the recipient's place of residence. In most of our regions that comes down to close to zero for parents and children.
If the Spanish tax is close to zero, does that make the transfer cheap?
For the Spanish side, yes. The German side is independent of that: without a double-taxation treaty, Germany taxes the worldwide estate with German allowances. What Spain doesn't levy can't be credited in Germany either.
Can we just transfer the mortgage money to our child freely?
No. The Spanish bank releases funds against a property purchase in Spain — your child's, or your own next property. It isn't a free cash payout; it's embedded in a purchase.
Does our child need to be on the title, or is co-signing enough?
Pure joint liability without ownership isn't the route. For the age rule (term based on the younger borrower) the child needs their own equity share on the title of at least 10%.
From what size does this make sense?
As a rule of thumb, from around half a million euros in total financing. With very strong income it can work below that too. Smaller matters — a renovation, say — aren't the right case for this structure.
Can you calculate how much tax we'd save?
No — deliberately not. The figure for your specific case depends on allowances, prior assets and valuation, and belongs with your tax adviser. We tell you whether and how the financing supports it.

Want to give your child something without selling?

Send us the key figures — the property, the size, who should be involved. We'll tell you whether the structure works for your case, and point you to the right adviser for the tax side.

Discuss your case

Details on the mortgage itself: Mortgaging existing property in Spain. Practical examples: Inheritance & gifts — cases from practice.