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.
English-Speaking Tax Planning in Spain
Searching for Tax Planning in Spain Service? Customer reviews to help you select from the best, most experienced Accountants in SpainHighly professional, efficient service. Response to our urgent email almost immediately. Our lawyer, very approachable and helpful with the handling of this case and intercepting everything into Engli... [read more]
Highly professional, efficient service. Response to our urgent email almost immediately. Our lawyer, very approachable and helpful with the handling of this case and intercepting everything into English for us. The service provided was excellent value for money.
"I found the service very helpful and easy to use. It took the fear out of employing a legal service in that it was upfront and transparent and reasonably priced."
"Very responsive and reached out to me via phone call to set up a consultation. Answered all my questions and was willing to help."
"Proactive, always helpful and ready to answer questions, took control of my issue and clearly explained what I needed to do. Good value."
"Very professional and knowledgeable. Came well-prepared to the meeting. I am extremely satisfied."
"Responsible, understanding, good personal contact. Always finding time for us, very kind and helpful."
"My lawyer was amazing. Every question quickly answered."
"Amazing service. Would recommend to everyone."
Excellent service, very quick to explain all procedures and possible outcomes. Once our lawyer began, the service was extremely professional and thorough, with clear communication at every stage. The... [read more]
Excellent service, very quick to explain all procedures and possible outcomes. Once our lawyer began, the service was extremely professional and thorough, with clear communication at every stage. The problem was dealt with in a very short time, I could not ask for better or more professional service.
I found my lawyer to be prompt with all responses. My requirement was identified and understood, and I was advised of any potential complications. I found the service provided to be both professional... [read more]
I found my lawyer to be prompt with all responses. My requirement was identified and understood, and I was advised of any potential complications. I found the service provided to be both professional and approachable. Overall, I was very pleased with the service!
"Very, very happy with the service provided. I would definitely recommend my lawyer and would be very happy to use the service again. I felt in good hands immediately."
"My lawyer was responsive and engaged and always willing to help. Everything went smoothly, and I received explanations regarding all the caveats. I highly recommend this service."
Miguel read the detailed factual information I gave him prior to the meeting and so after a brief summary of relevant Spanish tax law, we were able to efficiently deal with the several questions I had... [read more]
Miguel read the detailed factual information I gave him prior to the meeting and so after a brief summary of relevant Spanish tax law, we were able to efficiently deal with the several questions I had sent to him before the meeting. His advice was clear, concise and very useful. I have been able to make the necessary plans to achieve my objectives as a result.
"Our lawyer was very helpful, professional and kind - nothing was too much trouble. If I left a message, we got a reply within 24 hours. Would recommend this service to anyone."
"Miguel has an excellent understanding of the way in which UK and Spanish taxes interact"
10 years ago
European Countries
successfully managed
Service Details
Tax Planning
This service is available across Spain

Who Is This Service For?

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

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.

Why choose Advocate Abroad?


Our Accountants

With more than 20 years legal experience, Francisco leads a multi-disciplinary law firm which comprises ten lawyers working in their specialised field... [read more]
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.
Customer Reviews

I have been working with Francisco for over 2 years. He is easy to reach very informative in all issues related to taxes in Spain for a foreigner.
Francisco is very professional and knowledgeable.

Very pleasant person to deal with, managed to get a difficult house purchase sorted.

I am in Malaga and use your office in Zaragoza for my clients in that area.
They are very helpful and professional.

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.

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.

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.

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

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.

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.

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.

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.

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.

Denis provides expert fiscal and tax advice to local and international companies as well as self-employed individuals - ensuring tax compliance at all... [read more]
Denis provides expert fiscal and tax advice to local and international companies as well as self-employed individuals - ensuring tax compliance at all times and avoiding any issues with the Spanish tax authorities.
Customer Reviews

Denis was happy to call me and discuss my situation before sending a proposal. His English is excellent and explained everything really well.
The service he provides is very good value for money and I would not hesitate to recommend him!

Denis was very helpful and clearly explained all my options. Always kept me informed so I never had to chase for updates.

Denis was able, knew his stuff, and was punctual. I received answers to all the questions I posed.

Miguel is a highly qualified - and regulated - economista, similar to a chartered accountant in the UK. He specialises in business and property matter... [read more]
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.
Customer Reviews

Very responsive, solution orientated and professional.

Miguel has been excellent - really quick to respond and helpful. [View all G o o g l e Reviews]

Miguel is very professional, easy to approach with any quiries and very quick to respond in a clear way. He offers great value for money for his expertise and I recommend his services 100%.

I have been really happy with the service I have received from Miguel. His advice on tax issues and completion of my tax demands has been excellent.
I would definitely recommend using his services.
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I am very happy with the help and service I have been receiving from Miguel regarding my tax information and setting up my freelancer documents.
I definitely recommend his services!
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Miguel has shown a high level of professionalism and an impressive attention to detail in his explanations of my tax case.
He replies promptly and is proactive in finding and explaining solutions to problems. I recommend him and this service very highly. Thank you for all your work for me Miguel.

Super-responsive and totally professional!

Miguel provides an overall excellent service, very professional, and quickly responds to any queries.
I always receive information regarding my tax in plenty of time, so I never have any problems with the tax office.
He's very clear, and makes everything easy to understand. I recommend his services 100%.

Miguel always responds swiftly and is able to provide clear and helpful advice.
I have been using Miguel's tax services for over 4 years and recommended him more than once and shall continue to do so.

Miguel, understands completely the problems we are encountering with the Spanish Tax system, especially the dual tax situation concerning my Husbands Naval pension.

I've put at least 3 people in contact with Miguel. He is a great accountant. And I would give him top marks for all the areas you evaluate them on.

Miguel is super responsive, clear with his communication and always strives to be as helpful as possible.

We find Miguel excellent in all of attributes and skills listed above. His communications with us and requests for information necessary to complete his brief are always timely and clear.
We appreciate his guidance to us in complying fully with Spanish law on relevant matters.

Miguel was spot on he answered all my questions, explained me things I didn't even know to ask and was always punctual and even one step ahead always.
He is a true professional and I would recommend him to everyone.

Miguel took over our tax case at the very last moment and pulled out all the stops to ensure that the deadlines set by the Hacienda were met.
This included getting in touch with me at the weekend. Altogether first class service.