TAX
Tax law is one of the fundamental pillars of our firm. We advise individuals and legal entities on the resolution of tax issues that arise in the ordinary operation of their businesses, both nationally and internationally, resolving doubts that arise with respect to any figure of the tax system as well as procedures before the tax administration. We assist our clients to plan their business, offering strategic solutions for tax optimisation, maximising tax efficiency and minimising tax risks throughout their commercial and personal operations.
Our services
General taxation
Scope of services:
- Recurrent advisory service to companies, individuals and family groups for compliance of their general tax obligations.
- Establishment of internal protocols in the company’s undertakings to minimise tax contingencies, taking into consideration the client’s sector of activity.
- Advising on changes and reforms in tax legislation that may have an impact on the clients’ tax policy.
- Execution of tax due diligence processes for the detection of contingencies in both direct and indirect taxation, in processes of purchase, sale or entry of new investors.
- Advice on the taxation of groups of companies.
- Advice on the application of tax benefits and incentives, as well as preparation of the relevant documentation for their application.
- Assistance in liaising with the tax authorities, especially in tax audits.
International taxation
Scope of services:
- Planning and advising on international transactions: corporate acquisition and financing structures, corporate and asset reorganisations, mergers and acquisitions.
- Tax planning for foreign investment projects in Spain and the internationalisation of Spanish companies, including capital repatriation strategies and tax planning for divestment.
- International investment structures through Spanish holding companies.
- Advice on EU tax law matters. Monitoring of legislative initiatives at EU level and case law of the Court of Justice of the European Union.
- Advice on the international mobility of workers (impatriates and expatriates). Analysis of tax residency and study of exit tax optimisation.
Contentious taxation
Scope of services:
- Advice on all kinds of administrative procedures before the different tax administrations (State Tax Administration Agency, autonomous communities, local entities).
- Advice and defence in economic-administrative claims and contentious-administrative appeals against the Administration’s dismissal decisions; with special review of the adequacy of the Administration’s actions in tax proceedings.
- Submitting applications for the refund of tax overpayment and other extraordinary appeals for review in order to obtain the correct taxation of the client in cases where situations of aggravation are detected.
Business restructuring
Scope of services:
- Study and approach to the optimal asset structure for business groups.
- Advising on transactions under the special tax regime for restructuring transactions such as mergers, spin-offs, non-monetary contributions and exchanges of securities, among others.
- Improving the taxation of corporate groups through the application of special tax regimes.
- Negotiation assistance for acquisitions and transfers of companies and business units, project financing, etc.
Estate and succession planning
Scope of services:
- Advice and succession planning in the event of death, inter vivos gifts, liquidation of community property or preparation of testamentary dispositions for individual clients.
- Analysis of the degree of take-up of tax incentives for family businesses and adoption of the necessary measures for their optimisation.
- Design and implementation of the family succession plan, adopting corporate and asset structures that reduce the tax costs associated with the generational handover of ownership of the family business.
- Drafting and implementation of family protocols and other documents aimed at establishing the relations of family members and management bodies.
Technical tax and accounting management
Scope of services:
- Tax and accounting management services that include, but are not limited to, the keeping of company accounts, filing of periodic tax returns, accounting and tax closing processes, management and processing of public deeds, assistance in the preparation of informative and census returns, legalization of obligatory accounting books and filing of annual accounts.
Scope of services:
- Recurrent advisory service to companies, individuals and family groups for compliance of their general tax obligations.
- Establishment of internal protocols in the company’s undertakings to minimise tax contingencies, taking into consideration the client’s sector of activity.
- Advising on changes and reforms in tax legislation that may have an impact on the clients’ tax policy.
- Execution of tax due diligence processes for the detection of contingencies in both direct and indirect taxation, in processes of purchase, sale or entry of new investors.
- Advice on the taxation of groups of companies.
- Advice on the application of tax benefits and incentives, as well as preparation of the relevant documentation for their application.
- Assistance in liaising with the tax authorities, especially in tax audits.
Scope of services:
- Planning and advising on international transactions: corporate acquisition and financing structures, corporate and asset reorganisations, mergers and acquisitions.
- Tax planning for foreign investment projects in Spain and the internationalisation of Spanish companies, including capital repatriation strategies and tax planning for divestment.
- International investment structures through Spanish holding companies.
- Advice on EU tax law matters. Monitoring of legislative initiatives at EU level and case law of the Court of Justice of the European Union.
- Advice on the international mobility of workers (impatriates and expatriates). Analysis of tax residency and study of exit tax optimisation.
Scope of services:
- Advice on all kinds of administrative procedures before the different tax administrations (State Tax Administration Agency, autonomous communities, local entities).
- Advice and defence in economic-administrative claims and contentious-administrative appeals against the Administration’s dismissal decisions; with special review of the adequacy of the Administration’s actions in tax proceedings.
- Submitting applications for the refund of tax overpayment and other extraordinary appeals for review in order to obtain the correct taxation of the client in cases where situations of aggravation are detected.
Scope of services:
- Study and approach to the optimal asset structure for business groups.
- Advising on transactions under the special tax regime for restructuring transactions such as mergers, spin-offs, non-monetary contributions and exchanges of securities, among others.
- Improving the taxation of corporate groups through the application of special tax regimes.
- Negotiation assistance for acquisitions and transfers of companies and business units, project financing, etc.
Scope of services:
- Advice and succession planning in the event of death, inter vivos gifts, liquidation of community property or preparation of testamentary dispositions for individual clients.
- Analysis of the degree of take-up of tax incentives for family businesses and adoption of the necessary measures for their optimisation.
- Design and implementation of the family succession plan, adopting corporate and asset structures that reduce the tax costs associated with the generational handover of ownership of the family business.
- Drafting and implementation of family protocols and other documents aimed at establishing the relations of family members and management bodies.
Scope of services:
- Tax and accounting management services that include, but are not limited to, the keeping of company accounts, filing of periodic tax returns, accounting and tax closing processes, management and processing of public deeds, assistance in the preparation of informative and census returns, legalization of obligatory accounting books and filing of annual accounts.
Professionals assigned
News
Our offices
