Lawyer, accountant and financial advisor

Taxation & Finance

Effectively managing your finances and understanding the Spanish tax system are crucial components of your expat experience. Our Taxation & Finance services offer personalized support in tax residency determination, income tax filing, wealth management, and navigating double taxation agreements. With our expertise, you can ensure compliance, optimize your financial situation, and achieve peace of mind.

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Experience

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Masters degrees

Spanish Tax Residency: Determining Your Status and Obligations

Tax Residency Determination

Your tax residency status affects your obligations and financial planning.

What I Can Help You With:

  • Analysis of your personal circumstances to determine residency status.
  • Explanation of implications for income, wealth, and inheritance taxes.
  • Strategies to optimize your tax position.
Relevant article:

Spanish Tax Residency: Determining Your Status and Obligations

Explains the criteria for tax residency and what it means for you.

  • Value to You: Ensure you're meeting your legal obligations and optimizing your tax situation.

Spanish Tax Residency: Determining Your Status and Obligations

Understanding your tax residency status in Spain is essential to ensure compliance with Spanish tax law and avoid unnecessary complications. Whether you’re moving to Spain, purchasing a second home, or spending extended time in the country, knowing the rules and criteria around tax residency will help you determine what taxes…
Guide to Filing Modelo 100: Spanish Income Tax Return for Expats

Income Tax Filing (Modelo 100)

Filing your annual income tax return accurately is essential to avoid penalties.

What I Can Help You With:

  • Preparation and submission of Modelo 100.
  • Advice on allowable deductions and credits.
  • Representation in communications with tax authorities.
Relevant article:

Guide to Filing Modelo 100: Spanish Income Tax Return for Expats

Step-by-step instructions on completing your income tax return.

  • Value to You: Avoid errors and penalties with professional guidance.

Guide to Filing Modelo 100: Spanish Income Tax Return for Expats

Filing taxes as an expat in Spain can be a complex and overwhelming process, especially if you’re unfamiliar with the country’s tax system. Modelo 100, the official form for filing personal income tax (IRPF) in Spain, applies to anyone considered a tax resident. This guide will help you navigate the…
Double Taxation Agreements: How They Affect Expats in Spain

Double Taxation Agreements

Avoid being taxed twice on the same income.

What I Can Help You With:

  • Explanation of applicable tax treaties.
  • Assistance in claiming foreign tax credits.
  • Coordination with foreign tax advisors if needed.
Relevant article:

Double Taxation Agreements: How They Affect Expats in Spain

Details on how to avoid being taxed twice on the same income.

  • Value to You: Maximize your income by leveraging tax treaties.

Double Taxation Agreements: How They Affect Expats in Spain

For expats living and working in Spain, one of the most important financial considerations is managing your taxes across multiple countries. Double taxation—paying tax on the same income in both Spain and your home country—is a common concern. Fortunately, Spain has signed numerous Double Taxation Agreements (DTAs) to prevent this.…
Understanding Wealth Tax in Spain: Who Needs to Pay and How Much

Wealth Tax Advice

If your assets exceed certain thresholds, you may be subject to Spain's wealth tax.

What I Can Help You With:

  • Assessment of your liability.
  • Strategies for asset management and tax efficiency.
  • Assistance with filing wealth tax returns.
Relevant article:

Understanding Wealth Tax in Spain: Who Needs to Pay and How Much

Information on thresholds, rates, and how to calculate your wealth tax.

  • Value to You: Protect your assets by staying informed and compliant.

Understanding Wealth Tax in Spain: Who Needs to Pay and How Much

Spain imposes a wealth tax on individuals whose net assets exceed specific thresholds. In recent years, additional tax measures targeting high-net-worth individuals have been introduced, complicating the wealth tax landscape. This article will guide you through the essential aspects of the Spanish wealth tax, including recent changes, how to determine…
Tax Implications of Owning Property in Spain as a Foreigner

Property Tax Implications

Owning property in Spain comes with specific tax obligations.

What I Can Help You With:

  • Guidance on property taxes such as IBI and capital gains tax.
  • Assistance with declaring rental income.
  • Strategies to minimize tax liability.
Relevant article:

Tax Implications of Owning Property in Spain as a Foreigner

Explains property-related taxes and how they affect you.

  • Value to You: Avoid unexpected expenses by understanding your obligations.

Tax Implications of Owning Property in Spain as a Foreigner

Owning property in Spain can be a rewarding experience, but it comes with several tax obligations that every foreign property owner should be aware of. Navigating the Spanish tax system can be complex, especially for non-residents. In this article, we’ll cover the essential taxes, including property tax, capital gains tax,…

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