Pre-arrival planning
A complete review of residence, income, investments, companies, trusts, succession, property and reporting before Spanish residence begins.
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Global Mobility
Residence may begin on a date. Good planning begins long before it.
We advise founders, executives, investors and families before, during and after a move to Spain. A relocation may be a short-term professional decision or the beginning of a permanent life in Mallorca, but in either case the legal, tax and practical elements need to be considered together.
Our work aligns residence, employment, ownership, investment and family considerations before they become filing positions or points of dispute. We map the sequence of decisions so that applications, restructurings, property transactions and reporting happen at the right time.
A move can affect the tax residence of the individual, the management and control of a foreign company, existing trusts and holding structures, succession planning, social security and information-reporting obligations. We review those consequences as a single picture.
For businesses, we advise on internationally mobile employees, payroll and permanent-establishment exposure. For individuals, we combine tax residence, the Beckham Law, immigration, property and wealth planning in one coordinated plan.
We work with counsel in the client’s home jurisdiction and connect clients with trusted property, education, banking and other local advisers. The practical move therefore remains aligned with the legal and tax strategy.
Work highlights include advising:
- Entrepreneurs relocating to Spain while continuing to own and direct overseas operating businesses.
- Incoming executives assessing eligibility and implementation under the Beckham Law.
- US, UK and Latin American families coordinating residence, estate planning and reporting before moving to Mallorca.
- Individuals reviewing foreign companies, trusts and investment structures before Spanish residence begins.
- Remote workers and their employers assessing Spanish payroll and permanent-establishment exposure.
- Families combining immigration, property acquisition, banking and education arrangements with their tax plan.
- International employers coordinating social security and tax compliance for employees working from Spain.
- Individuals planning a later departure from Spain and the orderly change of residence to another jurisdiction.
A successful relocation is not a collection of separate applications. It is a sequence in which tax, immigration, property, employment and family decisions are coordinated before the move begins.
The Lullius approach
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