Cases.

Clients, what they needed and what changed for them. Described with their permission.

Refinancing a family hotel business

Company · Andalusia

Three hotels, two banks and a loan coming due. A cash plan and a refinancing the banks approved.

13
weeks of cash planned
2
banks

Due diligence on a Valencia software company

Buyer · UK group

A UK group buying a Spanish software company needed the numbers checked in four weeks.

4
weeks to report
1
price adjustment

A founder selling before moving to London

Individual · Madrid → London

The sale and the move planned together, and the proceeds invested to a written policy.

6
months planned ahead
1
investment policy

A family with homes in both countries

Family · Madrid and London

Wills, gifts and the family home planned for Spanish inheritance tax and UK IHT, with one adviser for both.

3
generations
2
wills

A Spanish S.L. opening in London

Company · Madrid → London

Two sets of books and two VAT systems. Now one monthly close for both entities, filed on time six quarters in a row.

2
entities
0
late filings

An engineer moving to Madrid

Individual · London → Madrid

Split-year residence and the special regime for inbound workers, planned before the first Spanish payslip.

1
adviser
2
tax offices

A restaurant group with 40 staff

Company · Madrid

Payroll, rotas and year-end in Spain, with a single monthly report for the owners in London.

40
payslips a month
1
report

Cases are described with our clients’ permission. They describe our work, not financial results.