Simple and Reliable Management with Calenda Consulting
The loss of a loved one is a difficult and delicate moment. Added to this emotional complexity is often the need to address the legal and tax procedures related to hereditary succession. This legal phenomenon, known as succession mortis causa, establishes how the deceased’s estate (real estate, movable assets, credits, debts) is transferred to their heirs. Navigating the rules of succession law can be an intricate path and a source of stress.
Calenda Consulting is by your side to simplify and manage every aspect of hereditary succession. We offer you complete and professional support, ensuring that every step is handled with precision, timeliness, and compliance with current regulations, alleviating the bureaucratic burden at such a sensitive time.
The Succession Declaration: A Crucial Requirement
The succession declaration is the mandatory tax document that formalizes the transfer of the deceased’s assets to the heirs. It is a fundamental act that must be submitted by the heirs or those called to the inheritance within 12 months of the date the succession opens (i.e., the date of death).
Its correct completion and submission is crucial, as it contains all data relating to the deceased, the heirs, the hereditary estate (real estate, current accounts, investments, etc.) and serves to calculate the succession taxes due.
It can be submitted in various ways, but to ensure accuracy and compliance, relying on an authorized intermediary is the safest choice.
How We Support You in Matters of Hereditary Succession:
Calenda Consulting takes care of all phases of the succession on your behalf, providing you with a complete service that includes:
- Preliminary Consultancy and Evaluation: We analyze your specific situation, identify the legitimate heirs and the respective shares, and evaluate the hereditary estate to define the best strategy.
- Drafting the Succession Declaration: We handle the accurate completion of all necessary documentation, including personal, asset, and tax data, to avoid errors and delays.
- Electronic Submission: We submit the succession declaration to the Revenue Agency through authorized electronic channels, ensuring a rapid and compliant procedure.
- Real Estate Cadastral Transfers: We manage all necessary cadastral transfer procedures to update the ownership records of inherited properties at the Land Registry, registering the new owners and their respective shares. This step is essential for the full regularization of the real estate assets.
- Tax Calculation: We accurately calculate succession taxes and any related ancillary charges, providing you with a clear overview of the expenses.
- Post-Declaration Assistance: We remain by your side for any clarification or integration requested by the competent authorities.
Trust the experts at Calenda Consulting to face hereditary succession with the utmost peace of mind. Our experience guarantees you a clear, efficient path without bureaucratic worries.
