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Moving to Spain? Is your tax & estate planning moving with you?

A 360° Legal, Tax, Investment and Inheritance Review for International Residents

TUESDAY 27th OCT 17.30h (MADRID TIME), 16.30h (LONDON TIME), 12.30 h (NEW YORK TIME)

PRIVATE ONLINE WEBINAR – REGISTRATION REQUIRED

Moving to Spain is much more than a lifestyle decision. 

Becoming Spanish tax resident can affect your worldwide income, investments, pensions, property, companies, wealth and future inheritance planning. 

For international families, the key is understanding not only what happens in Spain, but also what happens in the country you are leaving behind. 

Recent changes to international tax and inheritance rules, particularly in the UK, together with the current tax environment in Spain and the Valencia Region, make advance planning increasingly important. 

Pellicer & Heredia International Lawyers, together with specialists in international tax, legal and wealth management matters, will host a private online webinar to explain what relocating your tax residence to Spain really means from a 360° perspective.

Who should attend?

This webinar is particularly relevant if you:

  • Already live in Spain or are considering becoming Spanish tax resident
  • Have property, savings, investments or pensions outside Spain
  • Have assets in more than one country
  • Own or participate in a foreign company or business
  • Are approaching retirement and considering relocating to Spain
  • Have significant family wealth or investments
  • Want to understand Spanish Wealth Tax and the Solidarity Tax on Large Fortunes
  • Have not reviewed your Wills or inheritance planning since moving abroad
  • Are considering transferring assets or wealth to children or other family members
  • Want to understand your tax position before making an important relocation, investment or estate-planning decision

What will we cover?

  • Becoming Spanish tax resident
  • Your income, pensions and investments
  • Wealth Tax and the Solidarity Tax on Large Fortunes
  • Businesses and companies abroad
  • The country you leave behind
  • Inheritance Tax, Wills and family wealth
  • Pensions and future estate planning
  • Planning before you move

More than a tax webinar

Relocating your tax residence affects much more than your annual tax return.

Our legal, tax and wealth management specialists will examine relocation from a 360° international perspective, helping you understand how your residence, income, assets, investments and future estate interact once Spain becomes your home.

We cannot know what tax legislation will apply in 10, 20 or 30 years.

But we can understand today’s rules, identify potential risks and opportunities and make informed decisions while there is still time to plan.

Where foreign assets are involved, any restructuring should always be coordinated with the client’s advisers in their country of origin and reviewed together with our Spanish legal and tax team.

Speakers:

  • Pedro Heredia. International Lawyer at Pellicer & Heredia.
  • Michael Davies. Davies Abogados – including a comparison with the Wealth Tax and tax planning position in Andalucía.
  • Ignacio Pellicer. International Lawyer at Pellicer & Heredia.
  • Rafael Ramón Bravo. MAPFRE Wealth Management – wealth management and investment perspective.

Register

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