An engineer moving to Madrid
Split-year residence and the special regime for inbound workers, planned before the first Spanish payslip.
Described with the client’s permission.
The challenge.
What the client came to us with.
A structural engineer based in London accepted a job in Madrid starting in March. She had a UK pension, a rented flat in London and shares from a previous employer.
What we did.
The work, in the order we did it.
Before the move
We fixed the residence date, applied for the inbound workers’ regime within the six-month window and planned the sale of the shares while still UK resident.
The first year
We filed a UK return under split-year treatment and the Spanish return under the special regime, with the London rent declared in both countries and relief claimed once.
The outcome.
What changed for the client. We describe our work, not financial results.
One adviser, two tax offices and no income taxed twice. She now files both returns with us every year.
Who worked on it.
The advisers who led the work.
More cases.
Other clients, what they needed and what changed.
Refinancing a family hotel business
Three hotels, two banks and a loan coming due. A cash plan and a refinancing the banks approved.
Due diligence on a Valencia software company
A UK group buying a Spanish software company needed the numbers checked in four weeks.
A founder selling before moving to London
The sale and the move planned together, and the proceeds invested to a written policy.
Cases are described with our clients’ permission. They describe our work, not financial results.