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Tax advice for residents and non-residents in Mallorca

At Resitax, we offer specialized tax advice to foreign nationals residing in or relocating to the Balearic Islands. We provide support from the initial determination of tax residency and the first year in Spain to ongoing compliance, foreign income, special tax regimes, and changes of residence.

International tax advice for residents of the Balearic Islands

Resitax combines over 10 years of experience in the Spanish tax system with a consolidated specialization in cross-border taxation.

The firm assists foreign residents in the Balearic Islands to arrange their arrival, properly fulfill their tax obligations, and coordinate their income and assets located in different jurisdictions.

Tax advisory services in Mallorca

As a specialized boutique firm, we approach taxation from a strategic and preventative perspective.

We do not limit ourselves to fulfilling administrative procedures; we design tailor-made solutions to optimize your tax burden, mitigate financial risks and protect your assets, guaranteeing total legal clarity both in the regulatory environment of the Balearic Islands and in multi-jurisdictional scenarios.

First year of tax residency

Determination of tax residence, break with the country of origin, residence certificates, applicable agreement and transition period.

Annual obligations of the foreign resident

Personal Income Tax (IRPF), forms 720 and 721, Wealth Tax and Temporary Solidarity Tax.

Income from foreign sources

Analysis of pensions, dividends, leases in the country of origin, pension plans, trusts and fiduciary structures.

Impatriate regime

Study of the requirements and effects of the special regime, with reference to the specific page on the Beckham regime.

Change of residence and departure from Spain

Planning the departure, determining the new residence and analyzing the departure tax of article 95 bis of the LIRPF.

Tax calendar and recurring compliance

Monitoring of obligations, due dates and periodic declarations of the foreign resident.

Why trust Resitax as your tax advisor in Mallorca?

Because we understand that legal and financial peace of mind requires strategy, rigor, and close attention.

As a boutique firm specializing in Mallorca, we merge high specialization in tax law, wealth management and real estate law under a single point of contact, eliminating the lack of coordination between advisors.

Initial diagnosis

Personalized advice in your language

Registered tax lawyers

Fast, friendly and multi-channel service

FAQ

Frequently asked questions about tax advice in Mallorca

What differentiates Resitax from a traditional tax consultancy?

Unlike large-scale management firms focused solely on document processing, at Resitax we operate as a boutique firm. We combine tax advice with real estate law and wealth management under a single point of contact. We don't just fill out tax forms; we design tailored preventative strategies to optimize your tax burden and protect your assets with maximum legal security.

Acquiring and owning property in the Balearic Islands generates tax obligations both at the time of purchase (payment of Transfer Tax or VAT) and annually. Non-residents must pay Non-Resident Income Tax (IRNR)—both for personal use and for rental income—and, depending on the value of their assets, Wealth Tax or Solidarity Tax. At Resitax, we coordinate all your international tax matters to avoid double taxation.

Yes. The special tax regime for posted workers allows you to pay tax at 24% on employment income up to €600,000 during the year you acquire tax residency and for the following five tax years, and at 47% on any excess. All employment income is considered to have been earned in Spain; generally, savings income from foreign sources is excluded from this regime. The firm will analyze your eligibility, process your application within the established deadline, and coordinate your tax obligations.
In Balearic civil law, inheritance agreements—such as universal donations or estate plans—allow for the arrangement of inheritance during one's lifetime. Under Inheritance and Gift Tax, acquisitions by individuals in groups I and II can qualify for a 100% regional tax credit when the requirements are met. The specific advantage for the transferor is that, unlike an ordinary donation, no capital gain is generated for income tax purposes, subject to the legally established limits and rules.
As we cater to a global and international client base with interests in Mallorca, our team is fully multilingual. We provide expert advice and draft our legal and financial reports in Spanish, German, English, and French, translating the technical complexities of local regulations into your language.
We handle the technical defense and legal representation in any tax verification, management, or inspection procedure by the Spanish Tax Agency (AEAT) or the Balearic Islands Tax Agency (ATIB). We prepare the arguments, provide the necessary documentary evidence, and protect your rights against arbitrary administrative decisions aimed at mitigating or neutralizing potential tax liabilities.

Live peacefully in Spain. We'll take care of your taxes.

We protect your assets and optimize your taxes with a tailored strategic approach. Leave your legal peace of mind in the hands of tax experts in Mallorca.