SERVICES

Tax Planning in Spain

Living or investing in Spain shouldn't come with tax surprises. Our expert tax planning service is designed to legally minimize your obligations and optimize your wealth. We provide you with a clear and strategic roadmap to navigate the Spanish tax system with complete confidence and security.

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Book your Appointment Now

The best way to start solving your doubts is to schedule a call with one of our professionals.

All prices are final and include VAT. We have interpreters from French, Portuguese, Arabic (Moroccan variant), Russian and Ukrainian. Other languages may be available on request

€80

30’

video call

Immigration Consultation

Unsure of the requirements to immigrate to Spain? We provide a clear path forward and manage the entire process for you.

*The cost of the consultation is deducted from the final service fee.

€185

45’

video call

Tax Consultation

Perfect for individuals and companies in Spain who require expert guidance on complex tax matters.

*The cost of the consultation is deducted from the final service fee.

€250

60’

video call

Immigration and Tax Planning

A comprehensive session to make informed decisions before moving to Spain. We analyse your legal residence, the potential tax impact of your relocation and the obligations you should anticipate.

*The cost of the consultation is deducted from the final service fee.

About the service

What is the Tax Planning in Spain?

Effective tax planning in Spain is the difference between simply paying taxes and strategically managing your wealth. It’s about anticipating, not just reacting. Our goal is to design a personalized strategy that aligns with your personal and business objectives while ensuring full legal compliance.

Understanding your tax residency status is the first and most critical step. If you spend more than 183 days a year in Spain, you are generally considered a tax resident, liable for tax on your worldwide income.

We analyze your situation to create the most efficient structure possible.

We specialize in Personal Income Tax (IRPF), a progressive tax with rates that can reach over 47%. We identify all possible deductions, allowances, and special regimes, such as the famous Beckham Law, to significantly reduce your tax burden.

For business owners, we design optimal corporate structures. We analyze whether it’s better to operate as a sole trader (autónomo) or through a company (S.L.), managing Corporate Income Tax and dividend distribution strategies to maximize your net profits.

Spain also has a Wealth Tax (Impuesto sobre el Patrimonio). Proactive planning before you become a tax resident is essential to legally mitigate its impact on your global assets.

Inheritance and Gift Tax is another critical area. This tax is managed by the autonomous regions, with huge variations in rates. We help you structure your assets to ensure a smooth and tax-efficient transfer to your heirs.

We also have deep expertise in international tax planning. We navigate the network of double taxation treaties to ensure you never pay tax twice on the same income, optimizing your cross-border investments and income streams.

Our service provides you with more than just advice. We deliver a comprehensive, actionable plan that gives you peace of mind and financial clarity, allowing you to enjoy your life in Spain without worrying about the taxman.

Enjoy all the Benefits it has to offer

The benefits of Tax Planning in Spain

Legally Reduce Your Tax Bill

We apply all legal strategies to minimize your tax payments.

Avoid Risks and Penalties

Ensure full compliance with Spanish tax laws and avoid inspections.

Optimize Your Global Wealth

We structure your assets efficiently across different jurisdictions.

Gain Peace of Mind

Receive a clear and predictable roadmap for your financial future.

Are you eligible?

Requirements to apply for a Tax Planning in Spain

These are requirements for Tax Planning in Spain applicants:

Clear Financial Objective

You need a defined goal, such as relocating to Spain, making an investment, or structuring your inheritance.

Full Financial Transparency

You must be willing to provide a complete and honest picture of your worldwide income, assets, and financial situation.

Current Tax Residency Status

You need to have a clear understanding of your current tax residency to analyze the impact of a potential change.

Long-Term Vision

Effective tax planning requires considering your personal and professional goals for the next 3-5 years.

Willingness to Implement Structures

You must be open to implementing legal strategies, such as creating new corporate structures or restructuring assets, if required.

Do you have any questions about the immigration process to Spain?

REQUIRED DOCUMENTATION

Necessary documentation for the Tax Planning in Spain

This is the necessary documentation for theTax Planning in Spain

Valid Passport & NIE: Your current passport and your Spanish Foreigner's Identification Number (if you have one).
Recent Tax Returns: Your personal income tax returns from your current country of residence for the last 2-3 years.
Detailed List of Worldwide Assets: A summary of all properties, bank accounts, and investments you own globally.
Summary of Worldwide Income: A breakdown of all your income sources (salary, dividends, rental, etc.).

Details of Business Ownership: Information on any companies you own or have shares in, anywhere in the world.
Family & Marital Status Information: Details about your spouse and dependents, as this affects tax planning.
Pension Plan Details: Information on any private or state pension plans you contribute to.
Information on Future Plans: Any specific plans to buy property, start a business, or make significant gifts.

Our numbers speak for themselves

Our track record

On average, we tell good news about their immigration cases to 9-10 people each day. A real perk of the job.

Refusals overrulled in appeals

+ 0

Immigration cases solved and in process

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Appeals efficiency

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FAQ

Frequently asked questions about the Tax Planning in Spain

When do I become a tax resident in Spain?

You become a tax resident if you spend more than 183 days in a calendar year in Spain, or if your main center of economic or vital interests (e.g., your family) is in Spain. The 183 days do not need to be consecutive.

Do I have to pay tax on my foreign pension in Spain?

Yes. If you are a tax resident in Spain, your worldwide income is subject to Spanish IRPF. This includes pensions from other countries, although double taxation treaties may offer specific reliefs or credits.

Is the Beckham Law always the best option?

While it is highly beneficial for high earners with significant foreign income, for individuals with lower salaries or those who want to access certain deductions (e.g., for joint tax returns), the standard regime might be more advantageous. A personalized analysis is crucial.

What is Wealth Tax and do I have to pay it?

Wealth Tax is a tax on your net assets (property, savings, investments) above a certain threshold. There is a national exemption of €700,000, plus €300,000 for your main home, but regions can modify this. Tax residents are taxed on their worldwide assets.

Why is tax planning before moving to Spain so important?

Because many tax planning strategies, especially for Wealth and Inheritance Tax, are only effective if implemented before you become a tax resident. Once you are a tax resident, your options to legally optimize become much more limited.

Guiding you in every step to your bright future.
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