Client cases

Real matters. Specific work. Client confidentiality protected.

A selection of international matters handled by the firm, presented without names, addresses, amounts or other details that could identify the client.

How to read these cases

These are not testimonials. They are examples of work performed.

Each case covers three points: the problem, the work carried out and the outcome of the file. One client’s outcome does not predict another’s; residence, dates, evidence and applicable law can change the answer.

Form 210 · Self-assessment review

Form 210 had been filed and paid, but calculated using the wrong property value

Situation

A non-resident owner asked us to review the Spanish tax position of a property. The latest Form 210 had already been filed by another provider and the filing and payment were recognised by the Spanish Tax Agency.

Outcome

The declared base was more than two and a half times the estimated correct base. We identified the error and the route for requesting rectification and repayment of the overpaid tax.

See how the matter was handled

What we did

We checked the return against the title deed, the local property-tax bill and cadastral information. The filing had applied 1.1% to the reference value shown in the deed instead of the cadastral value required for imputed property income. Approximately 60% of the payment had been overpaid. Any repayment remains subject to processing and a decision by the Spanish Tax Agency.

Cadastral value and reference value →

Form 210 · Sale

Selling Spanish property from abroad with outstanding Form 210 filings

Situation

A non-resident owner was preparing to sell a Spanish property when earlier years of imputed-income filings were found to be outstanding.

Outcome

The past filings were brought up to date and the Spanish tax position on the sale was closed and documented.

See how the matter was handled

What we did

We regularised the outstanding Form 210 returns, reconstructed relevant acquisition and sale costs for the capital-gains calculation, checked the 3% withholding paid by the buyer and coordinated the municipal capital-gains tax. We also documented the information needed to address double taxation in the country of residence.

View Form 210 service →

Form 210 · Rental

A Spanish rental property with two non-resident co-owners

Situation

Two non-resident co-owners rented their Spanish property for part of the year and kept it available for the remainder, without a clear structure for periods, expenses and separate taxpayer filings.

Outcome

The annual position was organised by owner and income type, with a practical timetable to prevent future late filings.

See how the matter was handled

What we did

We organised the title deed, cadastral information, receipts and expenses, separated the rental period from the imputed-income period and prepared the filings required for each owner. We also created a forward calendar for the next deadlines.

View Form 210 service →

Property · Purchase

Buying a home in Madrid as an international purchaser

Situation

An overseas buyer was acquiring a home in Madrid and needed the Spanish tax and post-completion steps coordinated around the transaction.

Outcome

The transaction was reviewed from a Spanish tax perspective and the property was registered, with the buyer’s ongoing Spanish obligations identified from the outset.

See how the matter was handled

What we did

We reviewed the Land Registry position before completion, coordinated the Spanish tax side of the purchase, handled the foreign-investment filing where required and followed the registration through to completion.

View property tax service →

Mobility · Tax residence

A family moving to Spain and the inbound expatriate regime

Situation

A family moving from another EU country to Spain for work needed to determine whether the special inbound expatriate regime could apply and how the wider arrival process fitted together.

Outcome

The regime was granted and later filings were prepared on a tax position consistent with the move to Spain.

See how the matter was handled

What we did

We reviewed eligibility and the election deadline, handled the Spanish tax application and coordinated the subsequent tax position with the identification and residence formalities needed by the family.

View tax residence service →

Estate planning · Cross-border

Two countries, two wills and one estate plan that had to work together

Situation

A client with assets and ties in Spain and another European country had testamentary arrangements in both jurisdictions and a life-insurance policy that had never been reviewed as one plan.

Outcome

The client received a reasoned roadmap for aligning the succession plan and avoiding contradictory decisions across jurisdictions.

See how the matter was handled

What we did

We reviewed the documents from both countries, identified possible overlaps and prepared comparative succession and tax scenarios before there was an estate to administer.

View inheritance and gifts service →

Gifts · International

An international family gift with defective historic documentation

Situation

A family gift linked to property outside Spain relied on old deeds whose percentages and history did not accurately reflect the underlying transaction.

Outcome

The matter was closed on a coherent documentary and tax basis despite starting with incomplete records across two legal systems.

See how the matter was handled

What we did

We reconstructed the documentary chain, defined the Spanish tax strategy, coordinated foreign documents and dealt with the tax-authority queries arising from the file, together with the related Spanish regularisations.

View inheritance and gifts service →

Tax authority · Non-residents

Two Spanish Tax Agency requests and a return that had overpaid tax

Situation

Two owners living outside Spain came to us with a late filing, two Tax Agency requests and an earlier return that had attributed 100% of rental income to a person who only owned 50% of the property.

Outcome

The requests were dealt with, the file returned to a regular position and the recovery of the overpayment was set in motion.

See how the matter was handled

What we did

We answered and remedied the requests, organised the rental evidence, reviewed the earlier self-assessment and applied for rectification and repayment of the overpaid tax. We also put the following filings onto a controlled timetable.

View tax representation service →

Contact

Tell us what needs to be organised in Spain.

First we assess whether action is needed. If the matter does not require professional intervention or there is a simpler route, we will say so before defining the engagement.

Tell us your country of residence, what is happening in Spain and the relevant dates. We first define the issue and then explain what work would make sense.

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