Case study · Global Mobility

Beckham Law planning for an incoming company director

We assessed eligibility for Spain’s special inbound regime and redesigned the arrival timeline of an overseas company director around the legal and operational requirements.

The individual would become a director of a Spanish company while retaining investments and responsibilities overseas.

Eligibility, application timing and the treatment of different income sources all needed to be understood before the appointment and move.

The challenge

  • Strict eligibility and application deadlines.
  • Interaction between directorship, employment and overseas activity.
  • Treatment of investment income and deferred remuneration.
  • Ongoing compliance throughout the regime.

Our approach

Technical precision, focused on the client.

01

Eligibility analysis

Residence history, role, ownership and expected activity were tested against each statutory condition.

02

Income mapping

Remuneration, investments and potential disposals were modelled under the ordinary and special regimes.

03

Arrival protocol

Appointment documents, registrations, payroll and the application were ordered around a single confirmed timeline.

The outcome

The director made the relocation decision with a clear comparison of regimes and a documented eligibility position.

The company and individual received a compliance calendar covering payroll, filings and later changes that could affect the regime.

Special-regime planning depends on eligibility, timing and continuing behaviour; the application is only the beginning.

The Lullius approach

Our team

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Portrait of Xavier Rubert

Xavier Rubert

Partner

Tax, Tax Litigation, Private Wealth
Portrait of Loren Mendoza

Loren Mendoza

Global Mobility & Operations Manager

Global Mobility
Portrait of Nieves de la Vega

Nieves de la Vega

Tax Manager & Advisor

Tax Compliance
Portrait of Marta Aparicio

Marta Aparicio

Senior Associate

Tax, Private Wealth

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