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Tax & accounting

Moving country, taxed once.

People moving between Spain and the UK for work, family or retirement, and anyone with income or property in both countries.

Summary of terms

Note 1.5

Fees from

From €450 / £400 a year

Timing

Plan before you move; returns every year

For

Individuals relocating either way

Led by

Marta Lozano

Fees are fixed in writing before we start. Excl. VAT.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

1

What is included.

Everything below is part of the fee. Anything else is quoted in writing first.

A residence plan before you move

Split-year treatment in the UK and the inbound regime in Spain

Spanish Renta and UK Self Assessment

Double tax relief claimed in the right country

Modelo 720 for assets held abroad

2

How it works.

The same steps every time, with dates you can plan around.

2

How it works.

The same steps every time, with dates you can plan around.

Before you move

We plan your residence date and what to file in each country in the first year.

Your first year

We prepare both returns and claim relief so the same income is not taxed twice.

Every year after

One adviser keeps both returns in step, in the language you prefer.

4

Questions.

What clients usually ask before they start.

4

Questions.

What clients usually ask before they start.

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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