English-Speaking Accountants in Catalonia region

  • Sergio
    Sergio has a broad experience in International Taxation, Real Estate Taxation, Tax planning, In-company tax assessment, tax compliance, audits by the Spanish Tax Administration, International agreements and Corporate Restructuring. He graduated in Law and obtained a Masters in Taxation, later obtaining an MBA. He started his career as a Tax Advisor working in multinational law firms in Madrid and Barcelona and has furthered his knowledge and experience by leading the taxation department of a a multinational company. For the last four years Sergio has been working in an International Tax boutique in Barcelona. He speaks fluently Spanish, English, German and French.

Our services

Accounting Services

Beckham Law Consultation

Who is this Service for?

Employees who relocate to Spain from abroad, and who fulfil a series of obligations, can benefit from a generous tax regime. You must not have been tax resident in the 10 years prior to the relocation and the employer must be a Spanish company or have a permanent establishment in Spain. The employee may not own more than 25% of the company. Typically, the tax applicable is reduced from 45%+ to 24% and is applicable for a period of up to 6 years.

 What does this service consist of?

  •  Initial discussion to determine your suitability for the tax regime
  • Arrange the documentation required for the application
  • Apply for inclusion of the worker in the tax regime
  • Ongoing submission of tax returns and compliance with taxation rules



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 lawyer.
  • 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.
Request assistance

Due Diligence

Who is this Service for?

If you are considering investing in a business overseas then you will need expert assistance to obtain an analysis of the fundamental financial position of the company.

What does this service consist of?

  • Evaluation of the entire set of financial statements
  • Provision of a comprehensive and consistent set of results
  • Provision of a clear and comprehensive report which can seamlessly support the investment evaluation process
  • Identification of cost-saving opportunities

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 lawyer.
  • 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.
Request assistance

Fiscal Advice

Who is this Service for?

Prudent individuals who move abroad and/or plan to acquire assets theresuch as holiday homes, cars, boats, businesses etc. will typically consider the fiscal impact of acquiring such assets on their overall taxation levels, compliance matters and future issues such as inheritance issues. This can be a complex area and requires an advisor of many years of experience to assist.

What does this service consist of?

  • Initial discussion to determine your particular circumstances, concerns, requirements
  • 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 lawyer.
  • 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.
Request assistance

Limited Company Set-up Service

Who is this Service for?

Depending on the type and size of the business that you are planning to set-up, a limited company can often be the appropriate choice – for the same reasons as are the case in your home country – flexibility and limited liability. Note that the bureaucracy associated with incorporating a company and ensuring tax and reporting compliance tend to be rather more complex than in the UK and other Anglo-Saxon jurisdictions.

What does this service consist of?

  • Ensure legal interests are protected, especially when creating a company with several partners.
  • Drawing-up a notarial contract according to your guidelines, properly prepared and tailored to your objectives.
  • Ensuring that your Articles of Association contain all necessary elements.
  • Make sure that the application is made in accordance with the requirements of the Commercial Companies Code. With the power of attorney you will have granted to us, on your behalf we will register your company at all Government institutions and offices required by law.
  • Applying for company tax and identification numbers.
  • Obtaining all necessary documents, permits and approvals.
  • Dealing with bank formalities connected with setting up of the company bank account.
  • Once completed the registration process, we will draw up all other corporate documents required by the Commercial Companies Code.

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 lawyer.
  • 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.
Request assistance

Personal Tax Consultation

Who is this Service for?

Moving countries entails a lot of logistical planning. One aspect that does arise frequently is the taxation impact of making such an important move. Frequently, individuals notice that personal taxation rates can generally be higher in the Mediterranean countries. However, with proper advice their impact can be mitigated as much as possible

 

What does this service consist of?

  • Initial discussion to determine your particular situation
  • Preparation of a report on your tax liabilities and benefits
  • Summary discussion – by phone, email - to handle follow-up questions on 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 lawyer.
  • 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.
Request assistance

Self-employed Set-Up Service

Who is this service for?

This is the most inexpensive way to set up a business. You will be self-employed and work within a simple structure implying little bureaucracy in which, basically, you are paid with the profits of your company. You will not be considered as an employee, and will have less social benefits than you would as a regular employee. You will be liable for any and all losses incurred by the business.

 

What services will you receive?

  • Obtain residence permits or work permits.
  • Provide information about healthcare.
  • Registration with the Tax Authority and the Social Security System.
  • Help you to choose the right business name.
  • Choose your business activity. We can provide you with a list of recommended activities (list of trade licenses that are approved by administrative bodies).
  • Business address (whether it will be only for correspondence or you will really make your business there).
    Recommendations regarding the most appropriate fiscal arrangements to ensure taxation levels are optimised
  • Resolution of tax enquiries related to your professional activity.
  • Completion and presentation of all required tax returns.
  • Maintenance of all legally required records (income, expenses, invoicing, assets).

 

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 lawyer.
  • 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.
Request assistance

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 lawyer.
  • 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.
Request assistance

Business Services

Business Licence Application

Who is this Service for?

Opening and operating a business can often require the owner to obtain a license to carry-out the specific activity. Sometimes, this is passed-on to the new owner, if purchasing an existing business, or if not, it may be necessary to make an application. Where the business shall deal with the public, these tend to be quite arcane and complex. Especially if the activity or service to be provided is dangerous in any way, such as certain sporting activities.

What does this service consist of?

  • Initial discussion with a lawyer to understand the project you have in mind
  • Preparation of a report on the steps to be taken to initiate the activity and the likely costs involved, including an evaluation of the likelihood of success
  • Upon agreement, initiation of the application and the steps to obtain the licence
  • Follow-up services to include full tax and accounting service

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 lawyer.
  • 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.
Request assistance

Business Purchase

Who is this Service for?

Both individuals and companies are interested in either making strategic investments in businesses located in other countries or indeed in purchasing them outright. To be able to advise on such investments – ranging from relatively straight forward to highly complex - requires a great deal of experience and ability to carry-out due diligence, understand the impact of tax and accounting rules and corporate law in general, to ensure that your investment is safe and productive.

What does this service consist of?

  • Initial discussion with a tax lawyer to understand the project you have in mind
  • The tax lawyer will provide you with a report on the impact of the course of action proposed and options to make the investment as efficient and cost-effective as is possible.
  • Upon agreement on the specific course of action to take, the tax lawyer will implement and manage the investment

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 lawyer.
  • 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.
Request assistance

Commercial Law

General Counsel

Who is this Service for?

Once your business begins to achieve success, you will normally have to deal with a whole host of issues, including but not restricted to: employee matters, relationships and agreements with suppliers, landlords, clients and other interested parties such as government and local authority’s contracts for the development of the business, internal roles and director’s responsibilities and company liabilities etc. At some point, having a go to lawyer who can understand you and provide advice and knowledgeable support can become vital to your future success.

What does this service consist of?

  • Outsourced general counsel able to provide you with a full range of support and advice in all relevant legal and commercial fields
  • Access to specialist lawyers in less common legal fields or in areas of accounting and tax services.

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 lawyer.
  • 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.
Request assistance

Mergers & Acquisitions

Who is this Service for?

When seeking growth through acquisitions, mergers, joint ventures and alliances, receiving strategic advice is crucial. Getting the deal accomplished is dependent on whether a notification to a competition authority is required. Understanding the merger control landscape at the national and EU level is key to successfully structuring transactions so as to minimise the risk of competition law enforcement challenges or private litigation.

What does this service consist of?

  • Asset Acquisition
  • Mergers both domestic & cross-border
  • Take-overs
  • Notification of the merger to the National Competition Authority or the European Commission

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 lawyer.
  • 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.
Request assistance

Tax Returns & Fiscal Services

Fiscal Representative

Who is this Service for?

Anyone who has interests in another country, for example, a holiday home, will receive notifications from time to time from various government departments. Some of these may be important and/or urgent and require action on your part. For a small fee, a lawyer or accountant will provide their address as the place to send such notifications and thereby ensure that they are dealt with on a timely basis, always informing you of the situation ahead of taking any action.

What does this service consist of?

  • Informing the relevant government departments of the new address to receive communications in your name.
  • Receiving any communications and notifying you of them and advising if any action needs to be taken.
  • Contacting the relevant government department on your behalf, wherever required.

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 lawyer.
  • 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.
Request assistance

Foreign Assets Declaration (M720)

Who is this Service for?

The Spanish government have made it an obligation for all residents to declare any assets they hold outside Spain, in particular, but not restricted to, properties and bank accounts held in the UK or elsewhere in the world. You are obliged to declare if within any particular category, you own assets with a combined value of over €50,000: This applies to owners, beneficiaries of trusts, and those held by a company you control.

What does this service consist of?

  • Reminder each year in advance of the statutory declaration date
  • Advice from an experienced English-speaking accountant on the assets you must declare and the documentation you will need to present
  • Submission of the tax on your behalf with confirmation of the satisfactory completion of the tax return

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 lawyer.
  • 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.
Request assistance

Income Tax Declaration (Renta)

Who is this Service for?

Unlike the UK, Spain requires most residents and all property owners to submit a tax return. Exceptions include those with an annual income from a single source of less than €22,000, who need not declare. However, if an individual has an income from more than one source, they are obliged to make a personal income tax return if the sum of second and subsequent sources of income is over €1,500.

What does this service consist of?

  • Reminder each year in advance of the statutory declaration date
  • Advice from an experienced English-speaking accountant on the types of income you must declare and the deductions and any discounts you may be able to take advantage of
  • Submission of the tax on your behalf with confirmation of the satisfactory completion of the tax return

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 lawyer.
  • 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.
Request assistance

Non-Resident Property Tax (IRNR)

Who is this Service for?

Upon purchase of a property in Spain, non-resident owners are liable to pay a tax based on the rateable value of the property, once a year. The tax is payable one year in arrears, so if you were to purchase a property in 2019, the tax would be payable by 31/12/2020. The first years tax is payable pro rate the portion of the year that you have owned the property, so if you purchase on 1st October 2019, you will be liable for a quarter of the normal tax payable (with the previous owner liable for the remainder).

What does this service consist of?

  • Reminder each year in advance of the statutory declaration date
  • Advice from an experienced English-speaking accountant on the information and documentation needed to make the appropriate tax return
  • Submission of the tax on your behalf with confirmation of the satisfactory completion of the tax return

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 lawyer.
  • 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.
Request assistance

Tourist Rentals Tax

Who is this Service for?

A common activity in Spain by non-resident property owners is to rent-out a holiday home to short-stay guests. Given the popularity of the activity, the Spanish government has been keen to ensure that the activity is controlled and – of course – any profits taxed. Tax on income must be paid on a quarterly basis.

What does this service consist of?

  • Reminder each quarter in advance of the statutory declaration date for submission of tax returns (as well as annual Non-Resident Income Tax as required)
  • Advice from an experienced English-speaking accountant on the information and documentation needed to make the appropriate tax return
  • Submission of the tax on your behalf with confirmation of the satisfactory completion of the tax returns

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 lawyer.
  • 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.
Request assistance

Wealth Tax (Modelo 714)

Who is this Service for?

This tax on Spanish tax residents made a comeback in recent years – after a long time in the wilderness - in an effort by the Spanish government to improve its finances. It is applied over a person’s assets i.e. not on income but on acquired wealth. The tax is devolved to the Autonomous Regions so the specific tax will depend on where you live. Typically the tax applies to anyone with accumulated wealth greater than 700,000€, though in some regions it is lower (Cataluña, Extremadura and Aragón).

What does this service consist of?

  • Reminder each year in advance of the statutory declaration date
  • Advice from an experienced English-speaking accountant on the information and documentation needed to make the appropriate tax return
  • Submission of the tax on your behalf with confirmation of the satisfactory completion of the tax return

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 lawyer.
  • 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.
Request assistance
Send Your Enquiry
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