Wealth Tax (Modelo 714) in Spain

Wealth Tax (Modelo 714) in Spain: Ensure your peace of mind - browse client testimonials before selecting a tax returns & fiscal services accountant/tax lawyer in Spain

    • accountants marbella
      EnglishSpanish
      Miguel is a highly qualified - and regulated - economista, similar to a chartered accountant in the UK. He specialises in business and property matters and over the years has assisted many English-speakers relocating to Spain who wish to establish their businesses in Spain and also get assistance with property investment. Miguel speaks English fluently.
      Cases completed: 396
      Testimonials for Miguel
      • Christina Toivela
        Christina Toivela, Barnstaple, Devon

        His English was excellent. He explained everything to me, because to be honest, I just don’t understand the tax system. He hasn’t finished yet as he has only sorted my 2015 taxes, still have another couple of years to do. I couldn’t have done this myself so I’m very grateful for the help he gave me.


        Nov 18, 2020
      • Alvin Green
        Alvin Green, Alicante

        Very efficient and helpful!


        Oct 16, 2020
      • Laurence Rouse
        Laurence Rouse, Malaga

        Very satisfied with the service. Would definitely recommend to friends.


        Sep 15, 2020
      • David Tyrrell
        David Tyrrell, Alacant

        My comments are made early in the relationship so must be treated accordingly. From my discussions with Miguel so far I do not envisage my opinion changing as he has done everything asked of him in a timely manner with everything explained clearly.


        Sep 15, 2020
      • Jaco Koen
        Jaco Koen, A Coruña

        Miguel is a great help to me and always delivers professional and fast assistance whenever needed.


        Jul 02, 2020
      • Isia Nowakowska
        Isia Nowakowska, Spain

        Miguel is extremely professional yet approachable and always willing to help. Very positive with a 'can do attitude'. It has been a pleasure working with him.


        Jun 15, 2020
      • Ponraj Subramanian
        Ponraj Subramanian, United Kingdom

        Excellent service!! Timely response in all situations.


        May 31, 2020
      • Lisa Gambino
        Lisa Gambino, Barcelona

        Quick and easy communication with Miguel. He is trustworthy and goes over and above. I feel comfortable leaving everything in his hands. Extremely professional and supportive and always provides clear explanations. I would highly recommend him and in fact I have recommended him to friends and colleagues.


        May 14, 2020
      • Stephanie
        Stephanie , Spain

        Fast and clear - warm thanks to Miguel!


        Feb 27, 2020
      • Lucio Mesquita
        Lucio Mesquita, Malaga

        Mr Miguel Prieto from advocate abroad was very prompt and helpful during my interactions with him.


        Feb 14, 2020
      • Keith Round
        Keith Round, Barcelona

        Miguel has provided a great level of service and I have found him to be very professional in all my dealings with him. I continue to use Miguel's services and would have no hesitation in recommending his services to friends and colleagues.


        Oct 04, 2019
      • Stephen Norton
        Stephen Norton, Marbella

        I had an informal, introductory meeting with Miguel and he answered all my questions including providing me with a lot more information and suggestions that I had not thought about. I found him extremely friendly and professional.


        I will be using his services next year for my first Spanish Tax return and will then be in a better position to comment on the quality and price of services provided. So far everything has been very good.


        Aug 13, 2019
      • Steve Wallace
        Steve Wallace, Madrid

        Very satisfied with the service. Would definitely recommend to friends.


        Jul 10, 2019
      • Susan Soleman
        Susan Soleman, Oviedo

        Miguel understood our problem from the onset, so with his professional manner, kindness and patience has completely put our minds at ease as our tax problems are now being resolved.


        So in answer to the question how was Miguel and the service provided - in one word OUTSTANDING!


        Jun 26, 2019
      • Agust
        Agust, Jerez

        Quick and prompt responses via email. Explains everything in a way that I can understand and provides solutions that I was not aware existed.


        Jun 18, 2019
      • Andrew Drummond
        Andrew Drummond, Mallorca

        Very efficient and provided clearly what I wanted.


        May 28, 2019
      • Sergey Novikov
        Sergey Novikov, Spain

        Very professional service.

        Might be nice to have a chance to pay after. It's a bit scary to pay in advance to somebody you don't know (related to remote consultation)


        May 23, 2019
      • Nuha
        Nuha, Fuengirola

        Would definitely recommend this service to friends!


        Jan 07, 2019
      • Elizabeth Coelho
        Elizabeth Coelho, Barcelona

        Oscar was very helpful and really understood my needs.


        Jul 25, 2018
      • Caroline R
        Caroline R, Barcelona

        Miguel has been great!


        His English is excellent, he explains everything clearly, emails when he says he will, and is very efficient in the service he provides.


        I'd definitely recommend him to friends.


        Apr 24, 2018
      • SH
        SH, England

        Very satisfied with the service provided. Miguel was approachable and prompt in replying.


        Apr 20, 2018
      • Gavin Jones
        Gavin Jones, UK

        It was a real pleasure to have Miguel working on my behalf to file my non-resident taxes. He was extremely helpful, gave reassuring advice and I had a high level of confidence in the transactions.


        Miguel is now acting as my fiscal representative in Spain and I plan to continue to use his firm's services for all my tax requirements.


        Feb 19, 2018
      • Keith Round
        Keith Round, La Herradura, Spain

        The advice provided was clear, easy to follow and allowed me to secure the required documentation from the Spanish Authorities quickly.


        Rosa was very proactive in following up when I was delayed in providing inputs and always delay with any questions promptly.


        I would not hesitate to recommend Rosa to friends and colleagues and I would use her again in the future


        Feb 12, 2018
      • Richard Quick
        Richard Quick, Estepona

        I was particularly impressed by Miguel's approachability & professionalism, excellent service!


        Feb 04, 2018
      • Jackie Acres
        Jackie Acres, UK

        Miguel is fantastic, his English is superb. He responds clearly and concisely and always quickly too.


        He is helpful and approachable and has always answered all my questions very thoroughly. He’s very polite and an absolute pleasure to deal with.


        I hope he never retires!


        Jan 25, 2018
      • Bart Cuyvers
        Bart Cuyvers, Belgium

        The service we received was perfect!


        Dec 20, 2017
      • S Crawford
        S Crawford, Alhaurín El Grande

        Miguel was quick to respond to questions, professional, personable, knowledgeable. Very Satisfied with the service.


        Nov 22, 2017
      • Amy Wahba
        Amy Wahba, Barcelona

        She was understanding and tried to maintain positive always even when doors closed in our face.


        She is always smiling and tried to find solutions to my problems which kept me always at rest.


        Mar 06, 2017
      • Richard Whiteside
        Richard Whiteside, Lucena

        Miguel has provided an excellent service, helping me sort out my tax and social security obligations as an ‘autonomo’.


        He is always prompt with his answers to my questions, he offers timely advice and always makes sure that I am prepared in advance.


        His English level is excellent and I will continue to use his service in the future.


        Feb 20, 2017
      • Fiona Murie
        Fiona Murie, UK

        Miguel has always been extremely approachable, helpful and given sound advice. He has kept us informed at every stage and quickly answered questions to help us make informed decisions.


        We feel like we have had value for money and will definitely use Miguel as our only lawyer for all Spanish business.

        He has been fantastic! Very professional


        Nov 09, 2016
      • Sharon Janet
        Sharon Janet, Stoke-On-Trent

        Miguel was always available to discuss any issues we had.


        Excellent service more than happy and will be going back to him with and future legal issues. I would advise anyone to deal with this practice more than accommodating.


        Apr 06, 2016
    • EnglishSpanish
      Rosana has a background in banking and international law, having spent over 10 years in the London and Marbella branches of international law firms. She is a member of the Chartered Institute of Economists of Malaga and provides a broad range of support services for English-speakers and firms in Malaga, Marbella, Estepona, Fuengirola and across Spain.
      Cases completed: 12
      Testimonials for Rosana
      • Bart
        Bart

        Everything was perfect! The service was quick and good and Rosana was bilingual.


        Feb 21, 2019
    • english speaking lawyers barcelona madrid
      EnglishGermanSpanish
      With more than 20 years legal experience, Francisco leads a multi-disciplinary law firm which comprises ten lawyers working in their specialised fields. Assistance in all major areas of the law are offered including property law, contract breach/debt recovery, business formation and taxation as well as civil matters such as family law and inheritances.
      Cases completed: 55
      Testimonials for Francisco
      • Colin Farrand
        Colin Farrand, Malaga

        I am in Malaga and use your office in Zaragoza for my clients in that area.


        They are very helpful and professional.


        Jun 05, 2020
      • Jonathan Mackay
        Jonathan Mackay, Jaca

        Francisco was extremely professional and answered our many questions promptly and clearly, both by phone and email. We feel very lucky to have had Francisco handle our Spanish Fiscal declaration.


        The service was perfect, and we are very happy with the whole process.


        Mar 12, 2020
      • John Hipper
        John Hipper, Zaragoza

        Francisco was recommended to me by friends in Spain after they had a very positive experience with him. He was an excellent contact for me while I was in the process of buying a house in Spain.


        It was an overwhelming experience buying from Canada, particularly because of the language barrier and the time difference, but Francisco did a fantastic job of explaining to me everything about the forms, taxes and the local processes.


        He was helpful, friendly and informative. When I arrived in Spain to complete the purchase, I felt much more confident knowing that I had his advice and assistance, he even offered to help me fix a problem with my bank accounts when I didn't understand what was happening (language).


        I would have no hesitation using his services again and highly recommend him to anyone in need of his assistance. I was 100% happy.


        Dec 03, 2019
      • Eamonn Gomez
        Eamonn Gomez, Madrid

        Francisco and Carmen did a great job handling my divorce. In this difficult time for me, they handled the issues with understanding and flexibility.


        Francisco was very good in court and he could defend well against all the challenges made to the pre-nuptial contract my husband and I signed, so that it was upheld in full.


        Sep 29, 2019
      • Eamonn Gomez
        Eamonn Gomez, Madrid

        Francisco was extremely helpful, he couldn't have done more.


        Sep 07, 2019
      • Kimberly Adams
        Kimberly Adams, USA

        My lawyer Francisco was very helpful. He knew what information I needed to give him to acquire the documents I needed.


        He was very responsive to my status requests and he sent me the documents quickly. I am extremely happy and grateful for his service.


        Nov 09, 2017
      • MW
        MW, Lledo, Spain

        I am very satisfied with the service provided by my lawyer.


        He was extremely helpful and I would definitely use the same lawyer again in the future.


        May 23, 2017
      • Antonina Hales
        Antonina Hales, Zaragoza

        We contacted this law firm on several occasions with different questions (immigration, work contracts, rent of property, purchase of property) and they could always give us a thorough answer to our questions.


        The lawyers provided us all necessary information and helped us to choose the best solution. They were very attentive and helpful. As we don’t speak Spanish, they accompanied us to all government offices.


        Sep 22, 2015
      • CL
        CL, Pennsylvania

        Francisco did a great job of helping us through a process which required his diligence in order to be successful.


        He worked hard on our behalf and we appreciated his determination.


        Jun 25, 2015
      • Osman Bakri
        Osman Bakri, UAE BARQ

        Our lawyer Francisco was very helpful , he didn’t spare any effort in fulfilling his duties which helped us reach our goal.


        We would definitely use his services again.


        Mar 10, 2015
      • Eldina Sator Sahinovic
        Eldina Sator Sahinovic, Sydney

        I am very satisfied with the services provided. The firm was very responsive and dealt with my issue very capably.The legal solutions provided were very suitable and exactly what I was looking for, further the lawyer was very approachable and friendly.


        I would definitely use this lawyer again.


        Nov 17, 2014
      • Eldina Sator Sahinovic
        Eldina Sator Sahinovic, Sydney, Australia

        I am very satisfied with the services provided. The firm was very responsive and dealt with my issue very capably.


        The legal solutions provided were very suitable and exactly what I was looking for, further the lawyer was very approachable and friendly. I would definitely use this lawyer again.


        Nov 17, 2014
      • Oliver Clarke
        Oliver Clarke, Dubai

        Our lawyer was bilingual and extremely helpful – he couldn’t have done more for us.


        We were very satisfied with the service provided and would definitely use this lawyer again in the future.


        Sep 04, 2014
      • Trevor Taylor
        Trevor Taylor, England

        I was put at my ease straight away, never hiring a Spanish lawyer before, I was cautious, but Francisco guided me through the process effortlessly.I thought my case would be tricky and I on my own would never have completed without him. He was a star.


        I have recommended him to some friends of mine who want to sell their business. As for value for money, he was spot on, and very approachable .Full marks from me.


        Aug 22, 2014
Featured article about Wealth Tax (Modelo 714) in Spain: The Return of Wealth Tax in Spain

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 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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