Expatriates in Spain can take steps to ensure the right money passes to the right hands at the right time in the most tax-efficient way.
Planning a tax-efficient move to Spain
If you’re moving to Spain, you need to understand how local income tax, wealth tax and succession and gift taxes may affect you and your heirs.
Spain cannot discriminate against non-EU/EEA countries for succession and gift tax
Spanish inheritance tax no longer discriminates against non-EU residents and assets – welcome news for UK nationals with Brexit approaching.
Estate planning for UK nationals in Spain
If you’re living in Spain, your estate planning must consider wills, Spanish succession law, Spanish inheritance tax and UK inheritance tax.
Protecting your wealth and financial security in Spain
Threats to your retirement savings include inflation, investment risk and taxation but with specialist advice you can protect against them.
The tax implications of owning property in Mallorca
How much are Spanish taxes when buying, letting and selling property in Mallorca, including stamp duty, capital gains, income and wealth taxes?
Should you keep hold of UK investments in Spain?
ISAs, premium bonds, UK investment bonds, UK rental income etc are all taxable in Spain, but there are tax-efficient alternatives.
Succession tax in Andalucía today
The Andalucía region has introduced a new 99% tax relief for Spanish succession tax, for spouses, children, grandchildren and parents.
New tax rules in Andalucía, Spain
New tax rules in the southern Spanish region reduce income tax rates and cut succession tax bills to just 1% for spouses and children.
Spain locks in protection for UK expatriates in no-deal Brexit
The Spanish government has guaranteed residency and healthcare rights for UK nationals in Spain and Gibraltar after Brexit, but the UK must reciprocate.