Spain: UK Nationals & Cross-Border

Moving to Spain: tax and financial planning for UK nationals

Plan the financial move before you make the physical one. The choices you make before arriving are the hardest to undo.

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One working dayTypical reply time to every enquiry

Fixed feesAgreed in writing before work begins

FCCA-ledSenior, qualified oversight on every engagement

ConfidentialStrict confidentiality, NDA on request

Sound familiar?

The problems we are usually asked to solve

Most people plan the removal van and forget the tax return. Yet becoming Spanish tax resident changes how almost everything you own and earn is taxed, and some of the best planning must happen before you arrive. We map the UK and Spanish position together, then work with Spanish advisers to implement it.

You do not know when you become tax resident

Spain looks at days spent in the country and where your centre of economic interests lies. Getting this wrong means unexpected bills.

How we fix itWe assess residence under UK and Spanish rules, including the treaty tie-breaker, and plan your move date.

Your worldwide income is about to be taxed in Spain

Spanish residents are taxed on global income and gains, using rates and rules that differ from the UK.

How we fix itWe model your Spanish tax position across employment, dividends, rent, pensions and gains before you move.

A special regime might apply, or might not

Spain has a special tax regime for qualifying new arrivals, with strict eligibility rules and short deadlines.

How we fix itWe test whether you qualify and, if so, support the application within the required timetable.

You have assets to restructure first

Selling or reorganising UK investments, companies or property is sometimes better done before becoming Spanish resident.

How we fix itWe sequence disposals and restructuring to reduce tax, in coordination with your Spanish advisers.

What you get

Residence analysisUK statutory residence test and Spanish residence rules, with the treaty tie-breaker where both apply.
Pre-arrival planningWhat to sell, restructure, gift or declare before the move.
Spanish tax projectionA forecast of your Spanish income tax across income types.
Special regime assessmentEligibility review and application support where the regime applies.
UK exit and leaver actionsNotifying HMRC, closing or restructuring UK tax positions and handling a UK tax return for the year of departure.
Annual compliance coordinationWorking with your Spanish adviser on your annual Modelo 100 return.

Best suited toUK nationals, entrepreneurs and families relocating to Marbella, Estepona, Mijas, Málaga and the wider Costa del Sol.

The outcomeA move planned in the right order, with no unexpected tax and a clear annual routine in both countries.

How it works

MapWe establish your residence, assets, income and companies across the UK and Spain.
PlanWe model the UK and Spanish tax and financing position and agree a plan.
CoordinateWe work with Spanish lawyers, gestors and tax advisers to implement it.
MaintainWe keep both sides in step with an annual review and compliance calendar.

Questions we are often asked

When do I become Spanish tax resident?

Generally if you spend more than 183 days in Spain in a calendar year, or if your main base of economic interests is in Spain. Other factors can also matter, so we assess your facts.

Do I still file a UK tax return after moving?

Often yes, in the year you leave and afterwards if you retain UK income or assets taxable in the UK. We confirm the position for you.

Do you give Spanish tax advice?

We lead the cross-border analysis and planning. Spanish tax filings and formal Spanish advice are delivered with Spanish-qualified advisers, whom we coordinate or introduce.

Tell us what is on your mind. We will tell you honestly how we can help.

Send a short note. A senior member of the team replies by email, normally within one working day, and every first conversation is confidential.

Book a confidential consultation enquiries@valumise.co.uk