Spain’s 2023 budget and tax plans

Spain’s 2023 budget – both the state and autonomous community regional governments have been busy planning their budgets for next…

Understanding UK pensions – 6 key things you need to know

Understanding pensions can be a little difficult with all of the complexities involved. This article briefly clarifies six key things…

Investing principles for your retirement in Spain

Thinking of investing for your retirement in Spain? We look at some of the principles and strategies you can take…

Spain’s proposed new ‘solidarity tax on large fortunes’

The Spanish government has announced plans to impose a new, temporary, ‘solidarity tax on large fortunes’. If approved at a…

Andalucía scraps wealth tax

The Andalusian government has approved a 100% relief on wealth tax – reducing the tax liability to zero. This continues…

Buying property in Spain? 6 tax issues you need to be aware of

Are you considering owning property in Spain? When weighing up the cost of a property, besides considering the asking price…

Reduce your tax liabilities in Spain with effective planning

Tax liabilities in Spain needn’t be a cause of worry if you are planning to move or already living there.…

Inflation concerns today and planning for the future

Inflation is causing concern in across the EU and in the UK. It has been climbing steadily since last summer,…

How UK investments are taxed in Spain

How are UK investments taxed in Spain? And is it worth reviewing the current structures of your assets to see…

Modelo 720 – the new, improved penalty regime

The Modelo 720 penalty regime has been amended to much more acceptable levels following a ruling by the European Court…

Retirement in Spain – 8 key steps to take before and after your move

Plan for a successful retirement in Spain by following these 8 keys steps to take before and after your move. …

Inheritance tax in the Canary Islands. How does it affect your family?

If you live in Spain, and intend to remain there for the foreseeable future, you need to be prepared for…

Andalucía’s succession planning benefits

There are so many benefits to living in Southern Spain, but, as with anywhere, there are both pros and cons.…

Downsizing your property – is it time?

Downsizing your property can bring various financial benefits. With careful planning, you could unlock retirement funds and potentially tax-efficient income,…

Valuing property for tax purposes – Spain’s new reference value of the cadastre

A property’s value plays a key role in determining various tax liabilities, particularly wealth tax, transfer tax, stamp duty, and…

Estate planning for UK nationals in Spain

It’s important for UK nationals to review their estate planning and wills once they are living in Spain. You need…