expat network

Moving to Spain – Money

So, you are moving to Spain!

Whether you are emigrating, taking a short term assignment or joining family in Spain we have put together the information you will need to make your move a smooth one.

Retire Abroad To Spain

How To Retire Abroad To Spain With Financial Peace Of Mind

Anyone recently retired or approaching retirement is entering a new and exciting phase in life. While some worry retirement will be boring, many embrace the freedom it offers.  Spain certainly offers a beneficial lifestyle for retirees. But long-term financial security is crucial to help you enjoy your retirement years.  Retire abroad to Spain with financial…

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UK Pensions As An Expat In Spain

Your Guide To UK Pensions As An Expat In Spain

Whether you’ve already moved to Spain, or you plan to retire there, it is important to have a good understanding of your pension portfolio. It is likely that your UK pensions are the major contributor for your income in retirement. Therefore, it is important to have a good understanding to ensure they last as long…

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Benefits Of A Spanish Compliant Investment Bond As A British Expat

  One of the major goals of every investor is to find ways to reduce costs and enhance the growth of their investments. Different kinds of investments have different rules that apply to them and influence their growth and profitability. To make the right choices, you need to have a good understanding of how these…

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Receiving An Inheritance From Abroad: Special Considerations For Spain Taxpayers

My habitual residence is in Spain and I have received an inheritance from abroad. Do I have to pay taxes in Spain? Can I deduct inheritance tax paid abroad? Written by Dimitrichka Nedelcheva Anghelova, tax lawyer. AGM Abogados The tax consequences in Spain of receiving an inheritance abroad will depend on where the heir lives…

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Spain’s Co-Investment Fund (FOCO)

In Spain, the Council of Ministers of 27 December 2023 approved the creation of the Co-Investment Fund (also known as “FOCO” in Spain). The management of the Fund is entrusted to COFIDES and will have resources from the Next Generation EU instrument and a budget of €2 billion. The purpose is to mobilise resources from…

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When Am I A Tax Resident In Spain? How Do I Calculate The 183 Days?

Many people like to spend time in Spain especially if they have a holiday home in the country.  However, if you spend too long in Spain you can become tax resident in Spain and become subject to tax on your worldwide as well as Spanish income.  Here Nedelcheva Anghelova, tax lawyer at AGM Abogados, explains…

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Financial Planning When Moving To Or Living In Spain

An overview of the Spanish tax system and the issues you need to address before you move to Spain as well as insight into effective financial planning when living in Spain. Planning for retirement and inheritance tax issues. In this webinar Brett Hanson of Blevins Franks in Spain gives you an insight into the differences…

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Tax Residence In Spain

Does The “Empadronamiento” In Spain Imply Tax Residence In Spain?

If being “empadronado” (registered) implies consequences and fiscal obligations to the Tax Administration, just for the fact of having municipal registration is a recurring question that many citizens frequently ask. First, it’s essential to bear in mind that the “empadronamiento” is an administrative concept, which is regulated by Law 7/1985 on the Bases of the…

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UK Inheritance Tax

Long Term UK Expats May Face Huge UK Tax Charges

UK expats who have lived abroad for many years often remain UK-domiciled and therefore liable to UK Inheritance Tax (IHT). The rate of this tax might be considered penal. It is currently 40% on the total value of the estate of a deceased after the exemptions. It is an additional tax payable on capital accumulated…

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Living In Andalucía

The Tax Benefits Of Living In Andalucía

We may be biased, but Andalucía has always been an appealing place to live.  The coastline, inland villages, history, culture, food, weather and lifestyle all combine to make it a dream destination. And now, the advantages of residence also include tax benefits. Written by Jason Porter of Blevins Franks We often meet people who would…

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