Wealth Tax (Modelo 714) in SpainSearching for Wealth Tax (Modelo 714) in Spain Service? Customer reviews to help you select from the best, most experienced Accountants in Spain
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 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."
"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."
"I was extremely pleased with the whole service."
"Extremely helpful, trustworthy, and went beyond expectations to help and serve me as a client."
10 years ago
Wealth Tax (Modelo 714)
This service is available across Spain
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 and has been 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
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?
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.
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.
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.
Very pleasant person to deal with, managed to get a difficult house purchase sorted.
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.
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.
"Maria is an experienced English speaking Spanish lawyer with experience in Property law, inheritances and corporate and private banking."
I needed a lawyer since I got in trouble with getting a money refund after cancelling a car reservation due to fraudulent information posted on the internet by the car dealer. I then contacted Advocate Abroad and my case was followed by Maria, one of the lawyers of the team.
Thanks to her action I was able to get back in few days a relevant part of the money and this I consider an absolute success. When dealing with Maria I built the strong opinion that she is a smart, excellent and reliable professional, coming quickly to the point of the matter.
I would absolutely recommend her and Advocate Abroad in the future to friends who could need legal support in Spain, and I would myself contact them again in case of need. [View all G o o g l e Reviews]
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.
Very responsive, solution orientated and professional.
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%.
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.
Miguel is always timely and informative with advice of tax returns due, and replies promptly to requests for advice.
He is courteous and helpful. I am happy to have him as my advocate abroad for tax purposes.
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.
Miguel has been my Accountant in Spain for three years now. He has always been very precise, attentive and cooperative.
Moreover I particularly appreciated his knowledge in the fiscal aspects of foreigners coming to Spain as residents.