Wealth Tax in Spain
Tax advice tailored to your wealth
Januar Consulting analyses your financial situation, calculates the applicable tax and prepares your tax return. We take into account the composition of your assets, deductible liabilities and any available tax exemptions.
Modelo 714 Wealth Tax Advice in Spain
We determine which assets must be declared and how they should be valued
We review properties, bank accounts, investments, company shares, insurance policies and other financial rights to determine whether you are required to file a return and to calculate your taxable net wealth correctly.
Wealth Planning in Spain
Every estate requires a comprehensive tax assessment
The amount of tax payable does not depend solely on the total value of your assets. Tax residence, ownership arrangements, existing liabilities, exemptions and the location of your assets can significantly affect taxation. We therefore assess your wealth as a whole before filing your tax return.
Valuation of Assets and Rights
We review the tax valuation of properties, bank balances, investments, company shares, insurance policies and other assets. We apply the relevant valuation rules to each category of asset.
Tax Exemptions and Deductible Liabilities
We determine which assets may qualify for an exemption and which debts or liabilities can be deducted when calculating your net wealth. We pay particular attention to your main residence and shareholdings in companies.
Tax Residents and Non-Residents
We advise both Spanish tax residents with assets in Spain and abroad and non-residents who own properties, investments or other assets in Spain.
Wealth Tax Return and Wealth Planning
We prepare and file Modelo 714 for Spanish Wealth Tax and coordinate it with your Spanish income tax return and, where applicable, the Temporary Solidarity Tax on Large Fortunes. We also assess planned changes to your assets in advance when they may affect future tax returns.
Consultancy firm in Mallorca
Taxation in Spain can be complex, particularly for individuals who live on Mallorca, own a property on the island, run a business, or come from another country.
We have been advising private individuals, companies, and investors in Mallorca for more than six decades.
Native-language support in Spanish, German, English, and French for domestic and international clients.
Tax experts for foreigners living in, investing in, or purchasing property in Mallorca.
Two locations on Mallorca offering a personal approach, local expertise, and an international outlook.