Protect your wealth and manage capital gains in Spain

Wealth & Capital Gains Tax in Spain, Planned and Filed Correctly

Wealth tax assessment and annual filings
Capital gains tax on property, shares, and investments
Tax treatment optimized for your residency status
Ongoing compliance and expert support for complex cross-border cases

Speak with an advisor

Personalised guidance based on your situation. No obligation.

What We Handle for You

Avoid costly mistakes. End-to-end planning.

From valuation to filing, your assets are handled carefully, correctly, and on time.

Wealth Tax & Solidarity Tax Filings

We assess, calculate, and file your Wealth and Solidarity Tax based on your residency, region, and asset structure.

Capital Gains Calculations & Reporting

Property, investments, exits, or crypto. Gains calculated correctly, timed carefully, and reported compliantly.

Cross-Border Asset Coordination

We manage Spanish and international assets together to avoid double taxation and ensure nothing is missed.

Wealth Tax in Spain: What You Need to Know

Wealth Tax applies to the net value of your worldwide assets if you are a Spanish tax resident, and to Spanish-held assets only if you are non-resident.

What counts:

Property
Bank accounts
Shares & investments
Business participations
High-value personal assets

Key clarifications:

Thresholds and exemptions vary by region
The Solidarity Tax may apply to high net worth individuals
Non-residents are taxed on Spanish assets only

Capital Gains Tax in Spain: What You Need to Know

Capital gains tax applies when you sell or dispose of an asset at a profit. Timing, residency status, and asset type all affect your tax outcome.

Common scenarios:

Selling property in Spain or abroad
Selling shares, funds, or ETFs
Crypto disposals

Key risks without planning:

Wrong timing can significantly increase your tax bill
Residency status determines how and where you're taxed
Without cross-border coordination, double taxation is a real risk

Is This Relevant to Your Situation?

Spanish wealth and capital gains tax requires careful handling, especially when international assets are involved.

Property owner in Spain
Property owner abroad while living in Spain
Shares, investments, or funds
Crypto assets
Business owners or shareholders
Recently relocated to Spain

Is this you?

If you own assets, have recently relocated, or plan to sell property or investments, your tax situation needs expert handling.

Get personalised tax advice

Wealth & Capital Gains Tax FAQs

Clear answers to the most common questions about wealth tax, capital gains, and asset reporting in Spain.

Do I have to pay Wealth Tax in Spain?

It depends on your residency and the value of your assets. Spanish tax residents are taxed on worldwide assets. Non-residents are taxed on Spanish assets only. Thresholds and exemptions vary by region, some autonomous communities offer significant reductions.

What assets are subject to Wealth Tax?

Wealth Tax may apply to:

Property in Spain or abroad
Bank accounts and cash holdings
Shares, funds, and investments
Business participations
High-value personal assets

When do I pay Capital Gains Tax in Spain?

Capital gains tax applies when you sell or dispose of an asset at a profit, including:

Property sales
Shares or investment funds
Crypto disposals
Business exits or share transfers

Can I reduce or plan for Wealth or Capital Gains Tax?

Yes. With proper planning it may be possible to:

Apply available exemptions and allowances
Optimise the timing of asset sales
Avoid double taxation through treaty planning
Structure assets more efficiently before triggering a taxable event

Inevista

Clarity-first legal and tax advisory for founders, professionals, and international clients in Spain.

Asesoría legal y fiscal centrada en la claridad para empresarios, profesionales y clientes internacionales en España.

Services

Servicios

Beckham law Ley de Beckham Company formtion Constitución de sociedades Income tax Impuesto sobre la renta (IRPF) Wealth & Capital gains tax Impuesto sobre el patrimonio y ganancias patrimoniales

Company

Empresa

About us Quiénes somos Resources Recursos Contact us Contacto

Legal notice Aviso legal Privacy policy Política de privacidad Cookie policy Política de cookies

built with ❤️ by Jaleo Group