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Patrimonial and fiscal planning

Patrimonial and fiscal planning

The only point on which each and every one of our clients are the same: to obtain the maximum financial-tax returns on your assets

What is asset and tax planning?

At Bankia Private Banking, our Legal-Tax Advisory Department is at your disposal, which will advise you on how to obtain optimal financial-tax returns on your investments.


The first step to achieve this objective is to conduct a personal study of your financial-assets situation, in order to determine which investments will be most advantageous for you from a tax viewpoint.


From the very beginning you will enjoy a continuous tax advisory service, something essential in light of possible changes in the status of your assets, changes in your investor profile and possible legislative changes that may impact the current tax system.


To achieve these objectives, the Bankia Private Banking Legal-Tax Advisory Department offers you a wide range of services.


  • Tax planning for your investments: custom studies of your situation to help you optimise the financial-tax returns on your equity.
  • Establishment of investment vehicles (SICAV and Fund SICAVs): we take care of all the procedures with the administrative bodies (CNMV, SCLV, MAB, etc.)

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