Spanish Wealth Tax

Reporting Requirements and Mitigating Liabilites

Are you navigating the complexities of Spain’s wealth tax system? Whether you’re an expatriate or a resident, understanding how wealth tax applies to you is crucial for making informed financial decisions.

In this 45-minute informative webinar, Peter Smith will walk you through the essential aspects of Spain’s wealth tax, how to stay compliant, and strategies for mitigating potential liabilities.

Tax Savvy Succession Webinar image

What Is Covered

Key Topics Include:

  • Understanding Wealth Tax: An overview of Spain’s wealth tax and how it applies to your assets.
  • Overseas Assets & Reporting: What you need to know about declaring assets held abroad.
  • Modelo 720: In-depth insights into the Modelo 720 and why it’s critical for your tax filings.
  • Jurisdictional Allowances: Exploring allowances available depending on your residency status and location.
  • Remaining Compliant in Spain: How to ensure you are in line with Spanish tax regulations.
  • Wealth Tax Mitigation: Practical strategies to reduce your wealth tax liabilities.

Who Is Your Presenter

Peter Smith Wealth Manager

Other Webinars

We’ve Moved Offices on 1st August 2025!

Private Client Consultancy is excited to announce that we have moved to a brand-new office space, designed to better serve our clients and reflect our continued growth.

Effective Date: Friday, 1st August 2025
New Address: Urb Jazmin De Miraflores, C. Jazmín, 2, Mijas Costa 29649, Malaga, Spain
Our phone numbers and email addresses remain unchanged.

All in-person meetings scheduled from 1st August onwards will take place at our new location. Please update your records accordingly.

We look forward to welcoming you to our new space!

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