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Welcome to Our Category: Tax Planning Blog Collection

Looking for expert insights, helpful tips, and inspiring stories about Category: Tax Planning? You’re in the right place. This is your go-to hub for everything we’ve published in this category — whether you’re seeking practical advice, exploring new ideas, or staying up to date with the latest trends. Browse through our curated posts below and discover content designed to inform, empower, and spark fresh thinking. We update regularly, so check back often for new articles tailored to your interests.

Inheritance Tax in Madrid A 2025 Guide For Residents and Expats

Inheritance Tax in Madrid A 2025 Guide For Residents and Expats

Inheritance Tax in Madrid Spain offers some of the most generous reliefs in the country. This 2025 guide explains who qualifies, how the allowances work, and what makes Madrid uniquely...

Modelo 720: How to Complete Spain’s Foreign Asset Declaration in 2025

Modelo 720: How to Complete Spain’s Foreign Asset Declaration in 2025

Filing Spain’s Modelo 720 can be daunting, but our step-by-step guide breaks down exactly how to complete each section, from foreign bank accounts to overseas property and investments. Learn what...

Understanding Spanish Gift Tax: A Guide for Expats and Retirees

Understanding Spanish Gift Tax: A Guide for Expats and Retirees

If you’re living in Spain, understanding the local gift tax (Impuesto sobre Donaciones) is crucial when transferring assets to family, friends, or charitable organisations....

Moving to Portugal with a 401(k): What Expats Need to Know

Moving to Portugal with a 401(k): What Expats Need to Know

If you are moving to Portugal with a 401(k), this guide explains what to do with it, how it may be taxed, what alternatives exist, and how to stay compliant...

Wealth Tax in Andalucia: What’s The Situation in 2025

Wealth Tax in Andalucia: What’s The Situation in 2025

Andalucía has become one of Spain’s most tax-attractive regions thanks to its rules on wealth tax for both residents and non-residents. But with the introduction of Spain’s new Solidarity Tax...

Inheritance Tax in Catalonia: What Expats and Residents Need to Know

Inheritance Tax in Catalonia: What Expats and Residents Need to Know

Inheritance Tax in Catalonia can be confusing—especially for expats. Discover how regional rules differ from the rest of Spain, what allowances apply, and how to reduce your tax burden effectively....

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