Experto en Herencias: Cómo pagar menos Impuestos a Hacienda ¡Haz así tu testamento!

📈 Welcome to episode 4x18 of Breaking the Market! Do you know how to prevent your inheritance from disappearing in taxes? In this new episode of Breaking the Market, David Jiménez, economist, lawyer, and inheritance tax expert, reveals how to legally donate or inherit while paying less tax, and what financial decisions to make today to avoid problems tomorrow. Discover how to create a sound inheritance plan step by step, what mistake 90% of families make, and what concrete solutions exist to protect your money, your investments, and your heirs before it's too late. David also explains which assets are the most expensive and the most tax-efficient to inherit, how to structure investment funds, real estate, stocks, ETFs, Bitcoin, and cryptocurrencies, and what tools exist to provide liquidity to heirs and prevent forced sales of properties. A direct, uncomfortable, and necessary conversation for anyone with savings, investments, or a home who doesn't want to leave their family a problem instead of a legacy. 🚨 Don't forget to LIKE, subscribe, and share your opinions in the comments! 🎧 Want to learn how to invest? At Breaking the Market, we want to democratize financial education and break down the economy. Strengthen your personal finances and maximize your savings with the best investment strategies provided by financial experts in the stock market, stocks, fixed income, investment funds, and index funds. INDEX 00:00 The real reason why you MUST make a will (and almost no one does) 02:20 How inheritance is distributed if there is a will (and why everything changes) 05:24 The most expensive mistake when making a will 06:13 Keys to making a good will and avoiding tax problems 07:46 To donate or to inherit? What you should consider BEFORE deciding 11:17 Ranking: Assets from WORST to BEST to inherit (surprises) 13:24 Pension plans and life insurance: tax benefit or mistake? 15:40 How NOT to renounce an inheritance due to lack of liquidity 18:14 Stocks in Spain vs. stocks abroad: how they are taxed upon inheritance 26:20 Cryptocurrencies and Bitcoin in inheritances: what happens if you don't make it clear 31:34 What to do step by step when you receive an inheritance 35:04 The 3 most common mistakes when inheriting (and how to avoid them) 44:18 How to pay LESS tax on an inheritance legally 50:07 Beware of double taxation 52:53 The biggest risk when accepting an inheritance 56:49 Real case: What should a family do TODAY to avoid problems tomorrow? ===================================== Guest's Social Media: 📲 YouTube: @davidjimenezabogado 📲 Instagram: @davidjimenezabogado Laura Guzmán's Social Media: 📲 Twitter: @LauraGuzmanV 📲 Instagram: @lauraguzv Contact: 📩 [email protected] DISCLAIMER: Warning: The information in this podcast is for educational and informational purposes only and should not be interpreted as financial advice or a recommendation to purchase assets. It is important to keep in mind that all investments in financial assets carry a certain level of risk, and therefore, this channel is not responsible for the investment decisions made by viewers of this video.