Tax Planning in Madrid region

Tax Planning in Madrid region - See previous clients' reviews before choosing a accounting services accountant/tax lawyer in Madrid region

    • Carlos is a highly qualified and experienced bilingual lawyer with dual US and Spanish citizenship. He has obtained bachelor and masters degrees via attendance at a number of prestigious universities including the Universities of Navarra, Leiden and Cambridge, The Hague Academy of International Law, Holland and the IESE Business School in Barcelona. Carlos specialises in the following areas: Criminal Law, Litigation, Company Law, Civil Law (Property/Family Matters), Administrative Law and his firm provides accounting services.
      Cases completed: 75
      Testimonials for Carlos
      • Casee Robinson-Wilson
        Casee Robinson-Wilson, Madrid

        Carlos was extremely helpful with our power of attorney application, which was such a relief given my Spanish is terrible.


        He was courteous, patient and professional and very easy to work with. I would not hesitate to call him again for assistance. Thank you Carlos!


        Oct 06, 2020
      • Ahmed Shakil
        AHMED SHAKIL, Madrid

        He is a great person and a beautiful service provided to us.


        Mar 19, 2020
      • Renee Friel
        Renee Friel, Madrid

        Responded to my request immediately and always there with advice.


        Sep 27, 2019
      • Davinder Singh Syan
        Davinder Singh Syan, Switzerland

        Carlos was extremely helpful,he work is also very fast and he have always time for me.


        Mar 27, 2019
      • Philip Glencross
        Philip Glencross, UK

        Carlos was extremely helpful, couldn't have done more. I would definitely recommend him to friends.


        Feb 26, 2019
      • Stephen Owusu Ansah
        Stephen Owusu Ansah, Madrid

        Carlos is a professional and respectful lawyer, he has helped me a lot and with my police clearance...i would like to recommend him to everyone! Thanks.


        Feb 23, 2019

Tax Planning

Who is this Service for?

Prudent individuals who have assets abroad such as holiday homes, cars, boats, businesses etc. should consider what will be the future taxation impact of transferring ownership of those assets to loved ones and other beneficiaries. This can be a complex area when considering taxes which are applied inter vivos – as gifts, and those donated via causa mortis, via a Will.

What does this service consist of?

  • Initial discussion to determine your particular situation
  • Preparation of a report on your options and the most tax efficient course of action
  • Follow-up meeting (at our offices, by phone or email) to discuss any questions arising from the report

Code of Reasonable Fees

Our clients can expect to receive a quotation that is at or below the recommended guideline prices by our local Professional Body.

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your professional.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.
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