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Tax planning for individuals in Spain

Description and requirements:

Our tax planning services for individuals in Spain help clients effectively manage their tax obligations by minimizing risks and ensuring compliance with current legislation. Tax planning allows for the optimization of income, inheritance, and gift taxes, as well as capital gains taxes, while taking into account the individual circumstances and financial goals of the client.

Free consultation

Who should consider using this service?

This service is intended for individuals who wish to improve their tax situation, including:  

– Residents of Spain with various sources of income (employment, rental income, etc.)

– Non-residents with assets or income in Spain

– Individuals planning inheritance or gift transactions

– Sole proprietors and freelancers seeking to optimize their tax burden.

Key benefits

The tax services in the area of tax planning has a number of advantages:

Personalized approach for each client: calculation of the optimal tax structure based on financial status and life circumstances.

Personalized approach for each client: calculation of the optimal tax structure based on financial status and life circumstances.

Consultations on international taxation for clients with assets or income outside of Spain.

Strategies for capital gains tax and profit from investments.

Preparation and submission of all necessary tax returns to the Spanish tax authorities.

Assessment of the implications of inheritance and gift transactions, including tax liabilities.

Work process

Steps of collaboration with our team:  

1

Initial consultation to understand the client's financial situation and goals.

2

Analysis of the current tax position and identification of key tax obligations.

3

Development of a personalized tax planning plan, including recommendations for tax optimization.

4

Preparation of necessary documents and support during the tax return submission process.

5

Evaluation of legislative changes and their impact on the client's tax obligations.

6

Regular updates to the client on opportunities for tax optimization based on changes in their financial situation.

Cost

The cost of tax planning services for individuals varies depending on the complexity and scope of services provided, starting from 150 EUR + 21% VAT. We offer customized packages and transparent pricing that meets your needs.

FAQ

What is tax planning?

Tax planning is the process of optimizing tax obligations to maximize available deductions and benefits, thereby reducing the overall tax burden.

Why do I need tax planning?

Effective tax planning helps avoid unnecessary tax expenses, allows for the consideration of your financial goals, and minimizes tax risks.

Who can benefit from this service?

Our services are available to all individuals, including residents and non-residents of Spain, who have income or assets in the country.

What are the main elements of tax planning?

Main elements include evaluating the tax situation, exploring available tax deduction opportunities, an investment strategy, and consultations on inheritance matters.

How often should the tax plan be reviewed?

It is recommended to review the tax plan at least once a year or when there are changes in financial circumstances that require adjustments.

Our team of professionals is ready to provide tax planning services for individuals in Spain, so you can confidently manage your tax obligations. Contact us for a consultation!

Our team is ready to provide all necessary accounting services for freelancers (autónomo) in Spain, so you can focus on your professional activities. Contact us for a consultation!

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Free consultation

Please provide us with your contact details and our consultants will get back to you within 24 hours.

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