Property and assets
Family Tax Patrimony or Primary Residence: which to apply for
Family Tax Patrimony and Primary Residence are categories linked to the permanent residential use of a property. We review the family situation, ownership and existing benefits to prepare the appropriate application.
Kenia Rodríguez organizes the supporting documents for the DGI with the legal team and tells you which documents you can provide, which we can obtain and which steps require your signature.
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Coordination with the legal team.
How we proceed
Your consultation, step by step
We learn about your home
We discuss who owns the property, who lives in it and how it is used. We review its ownership and the family situation to identify the documents needed to assess the appropriate category for your home.
We determine the category
The legal team examines the requirements and existing benefits before preparing the application. Kenia organizes the supporting documents, identifies any missing documentation and explains which procedures we can handle for you within the agreed service.
We handle follow-up
We prepare and submit the agreed application, monitor dates and respond to requests. If further documents are needed, Kenia coordinates their receipt with the legal team and tells you how you need to be involved.
For your consultation, have these ready
You can start with what you have available. We help you identify the missing information.
- Owner identification and available details of the property used as a permanent home.
- Information on who lives in the property and how ownership is currently registered.
- Available certificates or documents on the family situation and benefits already granted.
Questions on this topic
See the questions on the DGI and exemptions and tell us what you need to resolve.
View questions on this topicReview my home's benefit
Tell us who owns the property and how the home is used. We will review the applicable category and explain how we can take care of the application.
Consult a lawyerCoordination with the legal team.
Three factors in choosing the category for your home
Who lives there
We review the home's permanent use and the family situation.
How ownership is registered
We examine ownership and the documents of the person or legal structure that owns the property.
Which benefit it has
We check existing decisions and the information supporting its current situation.
The review allows us to prepare the appropriate Family Tax Patrimony or Primary Residence category.
Choosing the category with the right documentation
Family Tax Patrimony covers the owner's permanent home with their family; Primary Residence covers a permanent residence that does not constitute family patrimony. Documentation varies according to marriage, children, retirement, foreign residency or ownership through a legal structure. We examine these circumstances before selecting the category.
The deadline for deciding the application
Law 66 provides three months from submission for the DGI to decide and notify its decision, and provides for acceptance by administrative silence. We retain proof of submission and examine the file before invoking its effects. If there is a related sale or succession, we coordinate the outstanding matters in both cases.