Elegant advisory workspace

Services

Tax Planning Services for U.S. Expats Moving to Spain.

Moving to Spain can create significant tax consequences before, during and after relocation. Our services help U.S. individuals, families, entrepreneurs and investors understand their Spanish tax position, plan ahead and manage cross-border tax obligations with clarity.

Notary desk with leather portfolio and a map of Spain

Signature Service

Spain Relocation Tax Analysis.

Designed for U.S. individuals, families and business owners considering a move to Spain who want to understand the tax implications before becoming Spanish tax residents.

A structured review of your personal and financial circumstances, identifying key tax risks, planning opportunities and compliance considerations before relocation.

This Service May Include

  • 01Spanish tax residency analysis
  • 02Review of worldwide income and assets
  • 03U.S.–Spain cross-border tax considerations
  • 04Foreign asset and reporting obligations
  • 05Investment and business ownership considerations
  • 06Timing of relocation
  • 07Identification of potential planning opportunities
  • 08Practical recommendations before moving to Spain

Practice Areas

A focused practice for U.S.–Spain tax matters.

Tax Planning Before Moving to Spain

Pre-relocation planning helps clients make informed decisions before Spanish tax residency begins.

We advise on the tax consequences of moving to Spain, including income, assets, investments, business interests and timing considerations. This service is appropriate for clients who need deeper planning after the initial analysis or who already know they require a more comprehensive relocation tax strategy.

Spanish Tax Residency Analysis

Determining when you become a Spanish tax resident is one of the most important steps in any relocation plan.

We help clients understand Spanish tax residency rules, how they apply to their personal circumstances and how residency may affect worldwide income, assets and reporting obligations.

U.S.–Spain Cross-Border Tax Advisory

Clients with connections to both the United States and Spain often face tax questions that require coordination between different systems.

We provide advisory support for U.S.–Spain tax matters, including foreign income, international investments, business interests, double tax treaty considerations and coordination with other advisors when needed.

Spanish & U.S. Tax Compliance

After relocating to Spain, ongoing compliance becomes an essential part of managing your tax affairs.

We assist clients with understanding and managing Spanish and U.S. tax obligations, reporting requirements and compliance matters after relocation — including annual U.S. & Spanish tax returns, foreign asset reporting, informational filings and tax authority correspondence.

Business and Investment Tax Advisory

Entrepreneurs, investors and business owners may face additional tax considerations when moving to Spain or maintaining business interests across jurisdictions.

We provide tax guidance for clients with business, investment or ownership structures connected to Spain and the United States.

Not Sure Where to Start?

Most clients begin with a Spain Relocation Tax Analysis.

This allows us to understand your current position, identify the main tax issues involved in your move and determine whether additional planning or compliance support is needed.