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Engineering

An engineer moving to Madrid

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

Case file

Client

Individual · London → Madrid

Sector

Engineering

Countries

UK → Spain

Year

2025

Moving boxes stacked in an empty flat

1

adviser

2

tax offices

1

The challenge.

What the client came to us with.

1

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.

2

What we did.

The work, in the order we did it.

2

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.

3

The outcome.

What changed for the client. We describe our work, not financial results.

3

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.

Your numbers, in order. Every month.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

A first meeting is free: thirty minutes, by video or at either office, to see what you need and what it would cost.

Madrid

Calle de Almagro 26, 4.º
28010 Madrid

London

38 Great Sutton Street
London EC1V 0DX

Lozano Ferris LLP is a limited liability partnership registered in England and Wales (OC000000), with its registered office at 38 Great Sutton Street, London EC1V 0DX. Its partners are members of the Institute of Chartered Accountants in England and Wales. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000). Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid and in the ROAC (S0000); its financial advice is registered with the CNMV (no. 000).

Investment risk: the value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.

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