In a world where private wealth management and cross-border tax planning are becoming increasingly complex, the demand for truly specialised, technically excellent legal counsel has never been greater. Lullius Partners, a top-ranked boutique law firm based in Mallorca, Spain, stands at the forefront of this evolution—offering market-leading expertise to high-net-worth individuals, expatriates, family offices, and international investors who demand clarity, discretion, and first-class service. As “tax lawyers in Mallorca” and “Mallorca private wealth advisors” rise as critical search terms for global clients, Lullius Partners sets the gold standard for tax advisory and legal excellence in Spain and beyond.
Mallorca: A Magnet for Global Wealth, Opportunity, and Complexity
Mallorca is much more than a sun-soaked Mediterranean paradise. Over the past decade, it has emerged as one of Europe’s preeminent destinations for international investors, successful entrepreneurs, and sophisticated families seeking not only lifestyle and privacy, but also robust legal, tax, and succession planning. The island’s allure—its stable economy, world-class infrastructure, and dynamic real estate market—has attracted an unprecedented wave of high-net-worth individuals (HNWIs) and family businesses from the UK, Germany, Scandinavia, the US, and further afield.
Yet, with opportunity comes complexity. International clients in Mallorca face a labyrinth of Spanish and cross-border tax regulations, evolving digital nomad and residency regimes, and heightened scrutiny from tax authorities. The need for tailored, technically precise advice is no longer optional—it is essential for protecting and growing private wealth across generations.
Why Lullius Partners? Boutique Excellence Rooted in International Expertise
Lullius Partners was founded to address a gap in the market: the need for a highly specialised, truly international legal and tax advisory firm in Mallorca, dedicated to serving the most discerning clients. Unlike traditional law firms, Lullius Partners blends the technical rigour and global perspective of leading international practices with the intimacy and agility of a boutique. Our partners and senior lawyers hail from top-ranked international law firms and have been recognised by esteemed legal directories for their outstanding track record in private wealth, tax planning, and tax litigation.
Our core team of tax lawyers has advised on some of the most significant and challenging matters in the region, from cross-border restructurings to high-stakes tax audits, and from multi-jurisdictional family business succession to the tax optimisation of international relocations. This blend of experience, local insight, and technical sophistication positions Lullius Partners as the natural first choice for clients demanding world-class legal and tax outcomes in Mallorca.
From Complexity to Clarity
The Spanish tax environment—renowned for its intricacies and frequent changes—presents unique challenges and opportunities for expatriates, investors, and family offices. Lullius Partners offers a full spectrum of services designed to anticipate, resolve, and optimise every aspect of your fiscal affairs:
- Expat Tax Advisors & Beckham Law Lawyers: Our team is renowned for its deep knowledge of the Spanish Special Expatriate Tax Regime (the so-called “Beckham Law”), enabling eligible clients to benefit from highly favourable tax treatment on foreign income. We provide comprehensive advice on eligibility, application strategy, and ongoing compliance, supporting senior executives, athletes, digital nomads, and remote workers who wish to leverage Spain’s competitive tax environment.
- International Tax Planning Mallorca: Lullius Partners is a trusted partner to international families and corporate groups structuring investments in Spanish real estate, operating companies, or family offices. Our approach is always holistic—balancing immediate tax efficiency with long-term asset protection, cross-border estate planning, and regulatory compliance.
- Tax Audits Lawyers & Tax Litigation: The rise of automatic information exchange (CRS, FATCA), enhanced tax authority scrutiny, and frequent legislative updates mean that even the best-intentioned clients can face audits or disputes. Our lawyers have successfully represented HNWIs and businesses before Spanish tax authorities and courts, ensuring robust defence, minimising risks, and, where necessary, negotiating pragmatic solutions.
- Family Wealth Structuring & Succession: We design and implement sophisticated structures—ranging from holding companies to private foundations and trusts—to facilitate the smooth transmission of wealth, protect family assets, and minimise exposure to inheritance and wealth taxes in Spain.
Every client scenario is unique, yet the underlying need is always the same: clear, actionable, and proactive advice that demystifies Spanish and international tax for even the most complex financial profiles.
Spain’s Tax Landscape and the Rise of the Digital Nomad
In recent years, Spain has rolled out significant reforms aimed at attracting international talent and investment. The updated “Beckham Law” regime, for instance, now extends eligibility to a wider range of remote workers and highly qualified professionals relocating to Spain, including digital nomads who establish tax residency under the new Startups Law. This expansion, however, comes with new compliance challenges and interpretative nuances—making high-level legal and tax advice more vital than ever.
Lullius Partners has been at the cutting edge of these developments, advising both individuals and companies on the strategic use of new tax incentives, residency permits, and investment vehicles. Our team closely monitors regulatory and case law updates to ensure clients remain ahead of the curve, fully compliant, and positioned to seize new opportunities as they arise.
Case Study: How Lullius Partners Delivers Superior Outcomes
To illustrate our approach, consider the following anonymised example:
A UK-based family office approached Lullius Partners seeking to relocate principal family members to Mallorca, acquire significant real estate holdings, and establish a Spanish family investment company. The family’s circumstances involved substantial cross-border income streams, a pending corporate exit event, and sensitivities around succession and asset protection.
Our team conducted a thorough multi-jurisdictional analysis, identifying optimal pathways under Spanish residency, tax, and company law, and coordinating with the client’s UK and US advisors. We successfully secured Beckham Law status for key family members, structured the real estate acquisitions for both tax efficiency and privacy, and established a Spanish holding entity aligned with EU and international compliance requirements. In parallel, we managed the entire process—from notarial formalities to tax registrations and family governance documentation—with a single point of contact, ensuring total discretion and peace of mind.
The outcome? A seamless transition to Mallorca, significant tax savings, and a robust, flexible framework for the family’s evolving needs. The client’s own feedback captures our ethos: “Lullius Partners delivered not only legal and tax certainty, but a sense of confidence and control in a complex, high-stakes cross-border move.”
What Sets Lullius Partners Apart?
Beyond technical skill, what distinguishes Lullius Partners is our boutique approach to client service. We believe that the best outcomes in private wealth and international tax are achieved not through standardised solutions, but through truly bespoke, partner-led advisory. Our lawyers invest the time to understand each client’s family, business, and aspirations—crafting solutions that are as individual as the clients we serve.
Moreover, we operate with the utmost discretion, integrity, and independence. Unlike larger firms, we are not beholden to conflicts of interest or internal bureaucracy. Our clients enjoy direct access to senior partners, rapid turnaround times, and the peace of mind that comes from knowing every aspect of their affairs is being handled by recognised experts.
Our recognition in leading legal directories is not merely a badge of honour—it is a reflection of the market’s trust in our ability to deliver results where others cannot.
Looking Forward: The Future of International Tax and Private Wealth in Mallorca
The world is changing fast: global mobility, evolving tax policy, and new forms of wealth (from crypto assets to international private equity) are reshaping the landscape for HNWIs and family businesses in Spain. At Lullius Partners, we remain committed to staying at the forefront of these changes—investing in ongoing education, leveraging the latest technology, and cultivating a culture of continuous improvement.
We see ourselves not only as “tax lawyers in Mallorca”, but as long-term strategic partners to our clients, helping them navigate uncertainty, seize new opportunities, and protect their legacies for generations to come.
Your Trusted Private Wealth and Tax Advisors in Mallorca
If you are considering relocating to Mallorca, investing in Spanish assets, or seeking clarity on complex international tax or legal issues, we invite you to contact Lullius Partners for a confidential initial consultation. Discover how our market-leading “expat tax advisors”, “Mallorca private wealth advisors”, and “tax audits lawyers” can help you achieve your objectives with confidence, security, and peace of mind.
Let us show you why most sophisticated clients trust Lullius Partners for their most important legal and tax matters in Spain and beyond.
