Tax Planning Before Moving to Spain
Pre-relocation tax planning for U.S. individuals and families considering a move to Spain.
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Cross-Border Tax Advisory · U.S. — Spain
Tax Planning for U.S. Expats Moving to Spain.
Helping U.S. individuals, families and internationally mobile clients understand the Spanish tax implications of relocating to Spain before they become tax residents.
Moving to Spain can create important tax consequences involving residency, worldwide income, foreign assets, investments, business interests and reporting obligations. We provide practical, personalized tax planning and cross-border advisory to help you move with clarity and confidence.
“The best time to address Spanish tax issues is before becoming a Spanish tax resident.”
Plan Before You Move
Clarity, before residency begins.
A relocation to Spain may affect how your income, assets, investments, retirement accounts, business interests and foreign reporting obligations are treated.
Early planning can help reduce uncertainty, avoid unnecessary surprises and create a clearer path before the move takes place.
Our practice helps clients identify the key tax considerations involved in moving to Spain and develop a practical strategy based on their personal and financial circumstances.
Services
A focused practice for U.S.–Spain tax matters.
Spanish Tax Residency Analysis
Guidance on Spanish tax residency rules and how residency may affect your worldwide tax position.
Learn more →Cross-Border Tax Advisory
Advice for clients dealing with tax issues involving Spain and other jurisdictions, especially the United States.
Learn more →Spanish Tax Compliance
Support with Spanish tax obligations, reporting requirements and ongoing compliance after relocation.
Learn more →Business & Investment Tax Advisory
Tax guidance for entrepreneurs, investors and business owners with interests connected to Spain.
Learn more →Signature Engagement
Spain Relocation Tax Analysis
A structured review of your circumstances — identifying tax risks, planning opportunities and compliance considerations before residency.
Who We Help
Built for internationally mobile clients.
- 01U.S. citizens and residents moving to Spain
- 02U.S. expats already living in Spain
- 03Families planning an international relocation
- 04Spanish nationals returning from the United States
- 05Entrepreneurs and business owners with U.S.–Spain connections
- 06Investors with assets or business interests in Spain
- 07Remote professionals and internationally mobile individuals
Why Work With Us
More than one tax system.
More than one perspective.
Cross-border tax planning requires more than understanding one tax system. Founded by Cayetano Valdellós — a lawyer licensed in both Spain and California — the practice combines legal knowledge, international tax experience and practical advisory support for clients navigating tax issues between Spain, the United States and other jurisdictions.
Our goal is to help clients make informed decisions before, during and after their move to Spain.
Articles & Insights
Practical guidance
for the journey.
Our Articles & Insights section will provide practical guidance on topics such as moving to Spain, Spanish tax residency, U.S.–Spain tax planning, Spanish compliance obligations, foreign asset reporting and cross-border tax developments.
01Pre-Relocation
Moving to Spain: Tax Checklist
Key questions to address before residency begins — from accounts to assets.
6 min read
02Residency
Spanish Tax Residency Explained
How Spain determines residency and why it matters for your worldwide income.
8 min read
03Cross-Border
U.S.–Spain Tax Planning
Coordinating two systems: treaty relief, foreign tax credits and timing.
10 min read
04Compliance
Spanish Wealth Tax
Who pays, how it is calculated, and the regional differences worth knowing.
7 min read
05Compliance
Foreign Asset Reporting (Modelo 720)
Reporting obligations for assets held outside Spain and the penalties to avoid.
9 min read
06Updates
Cross-Border Tax Developments
Recent changes in U.S.–Spain tax policy and what they mean for residents.
5 min read
Ready When You Are
Ready to plan your move to Spain?
Tax decisions made before relocating can have long-term consequences. Schedule a consultation to review your situation and understand the tax planning opportunities and obligations that may apply before you move.