Focused area

Spanish tax advice for international HNWIs

A defensible Spanish position begins with a clear view of the family, its assets, its businesses and every jurisdiction involved.

We advise internationally connected individuals and families on the Spanish tax implications of residence, investments, business holdings, real estate and succession.

We begin with a clear map of assets, income, liabilities and structures. We then identify the Spanish rules, treaty interactions and consequences in every relevant jurisdiction.

Lullius coordinates foreign advisers where needed. The aim is a technically robust, practical solution that the family can understand, without complexity that serves no real purpose.

Focused support

How we can help

Spanish private wealth review

We map assets, liabilities, income, structures and relevant family circumstances to identify the Spanish treatment and the decisions that require attention before an investment, relocation or reorganisation.

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The whole position

Key considerations

Residence changes the frame of reference. Spanish residence may affect worldwide income, wealth and reporting. Timing, personal and economic connections and the relevant treaties must be read together.
Structures need a real purpose. Before reorganising, we establish the business, succession or investment purpose of the existing structure. Any change must remain coherent across all relevant jurisdictions.
Continuity rather than isolated interventions. We revisit the position when residence, family, investments or business interests change, keeping planning, compliance and any future defence aligned.
Decisions with a cross-border effect. A Spanish solution is incomplete if it creates avoidable cost or inconsistency elsewhere. We coordinate material decisions before implementation.