33 results found

What if your financial circumstances in 2036 look completely different from what you planned in 2026? This article explores why expats living in Spain need flexible financial arrangements that can adapt to life's unexpected changes, from property sales to relocations to longer lifespans.

A partir del próximo año 2020 la autoliquidación deberá presentarse desde el 1 hasta el 30 de junio de cada año.

John and Sarah thought the hard part was over when they moved to Spain—new home, sea views, and the lifestyle they'd always dreamed of. But as they settled in, a simple question emerged: did their UK-based financial arrangements still work now that they were Spanish residents? What began as an exciting fresh start soon revealed a complex web of tax implications, investment suitability, and cross-border financial planning that many expats overlook until it's too late.

Starting next year 2020, form 540 must be filed from June 1 to June 30 of each year.

Moving to Spain changes your tax residence status, but does it mean all your investments must move too? Understanding how Spanish tax rules apply to foreign-held assets, reporting requirements, and whether your existing investment arrangements still serve your needs requires careful consideration before making any major financial decisions.

Moving to Spain is an exciting step – better lifestyle, sunshine, and often a lower cost of living. But from a financial perspective, the period just after you arrive is one of the highest-risk moments...

A common question from people living in Catalonia is about Wealth Tax; What assets are Wealth Tax based on, how it is calculated, how can we manage the amount we have to pay, when is it due and what forms are needed for Wealth Tax. This article gives insight into the answers to these questions

The Valencian Community has introduced significant tax reforms for 2026-2027, including reduced income tax rates, a doubled wealth tax exemption to €2 million per person, and expanded inheritance and gift tax reliefs for family businesses and wider family members. These changes position Valencia as an increasingly attractive region for wealthy residents and families planning intergenerational wealth transfers.

Planning a move to Spain raises important questions about your existing investments, pensions, and savings. Should you restructure everything before relocating, or can your current arrangements continue to work effectively once you become a Spanish tax resident? Understanding the timing and implications of financial decisions during a change in tax residence can help you avoid costly mistakes and ensure your wealth management strategy aligns with your new circumstances.

Professional services firms in the UK face critical decisions about private capital investment as firm size, generational shifts, and evolving governance requirements create new pressures and opportunities. This analysis examines how these three interconnected factors are influencing leadership attitudes and strategic choices around external investment in traditionally partnership-based businesses.