Wealth Tax (Modelo 714) in Spain

  • Offices: Madrid
    Carlos is a highly qualified and experienced bilingual lawyer with dual US and Spanish citizenship. He has obtained batchelor 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: International Law, Company Law, Civil Law (Property/Family Matters), Administrative Law and his firm provides accounting services.
    Views Services Available in our Madrid Office
    Testimonials for Wealth Tax (Modelo 714)
    • Renee Friel
      Renee Friel

      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

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.
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