Start your personalized wealth management tax planning with our experienced legal and tax team in Spain. We guide you through the full process, from identifying your tax obligations to implementing wealth management tax strategies that help protect your assets legally.
The Spain wealth tax is an annual tax on the total value of your assets. It applies to both residents and non-residents, depending on the type and location of the assets. While many countries have abolished similar taxes, Spain maintains this system with progressive spain wealth tax rates ranging from 0.2% to 3.5%.
For residents, the tax covers worldwide assets. For non-residents, it covers assets held within Spain, such as real estate or investments.
If you are asking, does Spain have wealth tax, the answer is yes, and understanding your exposure is essential for compliance and planning.
Understanding the spain wealth tax for expats is vital for anyone living, investing, or retiring in Spain. The tax can significantly impact your overall financial strategy, especially if your assets are spread across multiple jurisdictions.
Many foreigners seek advice on how to avoid wealth tax in Spain legally. This does not mean tax evasion, but rather smart planning using available deductions, exemptions, and regional reliefs. The goal is to achieve spain wealth tax success through lawful, well-structured planning.
Our advisors specialize in helping clients identify spanish wealth tax exemptions, restructure their portfolios, and submit the wealth tax return accurately and on time.
If you are looking at how to avoid wealth tax in Spain, what you should aim for is legal planning, not evasion. Here are legitimate strategies:
In our services we provide wealth management tax services to review your asset structure in Spain, ensure correct residency classification, map allowances and regional differences, and file your wealth tax return accurately and on time.
Before receiving personalized wealth management tax services, certain documentation is needed to determine your tax status and exposure. This includes:
Please note that all foreign documents must be translated and apostilled in order to GET LEGAL tax advice. Our legal team will guide you during this process, from the document gathering until the application for tax representation.
Under Spanish law, it is required to hire a licensed tax lawyer when handling or appealing any wealth-related tax matter.
Our legal team reviews your residency status and confirms whether you are liable as a resident or non-resident for wealth tax Spain non-residents.
We gather all legal and financial documents, ensuring all foreign papers are properly legalized and translated for official submission.
Your lawyer prepares your wealth tax return, applying the correct spain wealth tax by region rules and verifying any available spanish wealth tax exemptions.
Once your declaration is submitted, we review your entire structure and design future wealth management tax strategies to minimize exposure under the spain new wealth tax regulations.
Our professionals combine expertise in Spanish and international taxation. They assist expats, business owners, and investors with wealth management tax services, ensuring compliance and peace of mind.
If you are an expat, investor, or new resident, understanding whether you fall under the spain wealth tax non residents or resident category is crucial. However, if you are not sure about this tax, you should see what other applicants are saying about their experience working with our team.
Germany
“Agroup Consulting helped us identify our assets under Spanish tax law and optimize our structure. We saved both time and unnecessary double taxation.”
Canada
“They explained every legal detail of the spain wealth tax for expats and filed everything perfectly. Professional, clear, and reliable service.”
UK
Rates range from 0.2% to 3.5% of your net assets, depending on your region and total wealth.
Any resident or non-resident whose assets exceed the exemption thresholds must file a wealth tax return.
Common exemptions include your main residence (up to €300,000), certain business assets, and minimum thresholds of €700,000 for residents and non-residents.
The new rules target large fortunes and some indirect holdings through companies, especially those owning Spanish real estate.
Through professional analysis of your residency status, assets, and available regional reliefs. Legal planning ensures compliance and minimizes liability.
Yes. Spain’s ISGF remains active in 2025. Filing typically opens on July 1 each year. It’s a state-level tax coordinated with regional wealth-tax rules. A 100% regional rebate usually eliminates the state liability.
Some pension assets are included, depending on the account type. Household contents and most personal items are excluded, but certain works of art, antiques, and financial assets can be taxable.
Our team offers personalized wealth management tax planning in Spain to protect your assets and ensure compliance under current spain wealth tax rates.
