Tax

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Our tax team is consistently recognised as one of the leading tax advisory practices. Forming part of a wider Lullius Partners tax offering including private client and tax litigation we represent a comprehensive solution to the tax needs of our clients.

Lullius Partners is a market-leading Boutique Law Firm specialized in the tax and commercial area focused on international investments. This specialization, compared to multiservice firms, allows us to offer a high value in our services.

Our broad practice serves a diverse client base, including listed and large privately owned groups and entrepreneurs. We act as these clients’ trusted adviser and help them achieve their commercial objectives.

As well as providing our clients with technical advice delivered in a responsive, proportionate and commercial way, we make available a wide range of additional tax related services to clients which represent an additional benefit of being a tax client of Lullius Partners.

We provide bespoke taxation advice of the highest technical standard whilst taking account of practical constraints. We are well-known for our technical excellence, our commitment to understanding our client’s circumstances, our evaluation of risk to the client and our practical approach to solving our clients’ problems.

The vast majority of our work has an international element. We regularly provide the tax advice for transactions with little or no connection to Spain. We can do this because of our cross-border experience and the relationships we have with leading independent tax practices across the world.

We provide international tax advice to companies on international investments projects, advice to high-net-worth individuals, legal and tax advice to family businesses, and advice on expats & international mobility.

Furthermore, our team includes experts in tax audits and tax litigation and we are at the very forefront of legal innovation in this area, enabling us to guide our clients through even the most complex tax procedures.

Areas

Tax advice to High-Net-Worth individuals (Private Wealth Law)
Family businesses Tax Advice
International Mobility & Expats Tax Advice
International Taxation
Real Estate Taxation
Tax Controversy & Litigation
Corporate Taxation
Tax Planning
Tax Advice for Start-Ups

Recent experience

Advising US citizens and US expats with Spanish tax and estate planning advice;
Assisting a German family with the purchase of a hotel in Mallorca;
Advising a high net worth individual on pre-arrival planning before becoming tax resident in Spain, including advice relating to the Special Tax Regime for Expats (Beckham Law), the tax efficient investments in Spain, the taxation of trusts and management and control issues in relation to non-Spanish companies;
Restructuring of a Real Estate business, including use of tax efficient loan notes, and ensuring it will qualify for Wealth Tax exemption.
Advising a private equity fund in relation to their investment in Mallorca real estate. Providing tax advice on these investments, covering the whole spectrum of tax including income tax, corporation tax, permanent establishment issues, VAT, stamp taxes, capital allowances and withholding tax advice.
Acting for an individual and his Limited company to recover €250,000 of input VAT incurred on the purchase of a motor cruiser.
Providing estate planning and tax advisory services to European clients investing in Spanish real estate and assets.
Advising a British expatriate residing in Mallorca on compliance with Spanish tax regulations and implications for their UK pension income.
Structuring a cross-border inheritance plan for a US client with assets in Spain, ensuring compliance with both US and Spanish tax laws.
Advising a German real estate developer on structuring international joint ventures with international investors to maximize tax benefits and minimize risks.
Assisting an American entrepreneur with the acquisition of a vineyard estate in Mallorca, including tax planning and regulatory compliance.
Representing a Spanish company in a tax dispute with Spanish tax authorities regarding VAT deductions, resulting in a successful recovery of €500,000.
Advising a multinational corporation on the tax implications of relocating its European headquarters to Spain, including permanent establishment and corporate tax optimization strategies.
Structuring a tax-efficient investment vehicle for US investors looking to invest in Spain commercial real estate.

Best friends

Being Best Friends means being part of a unique alignment of elite law firms.

Communication and understanding between our firms is peerless. Each is considered to be a market leader in its respective jurisdiction.

Together, we have an unparalleled track record in cross border transactions, and we constantly strive to raise the benchmark of best practice in global legal services.

Our approach is founded on three core principles:

CLARITY. Every jurisdiction, every client, every situation is different. Seeing our clients’ challenges in their full context requires an acute appreciation of the relevant businesses, markets and jurisdictions. We believe this depth of understanding cannot be replicated. But it can be shared.

AGILITY. We build specific teams according to individual issues and requirements and increase effectiveness by putting the right minds in the right place at the right time. This flexibility gives our clients the highest quality advice possible.

COHERENCE. Our clients work with a single united team. Focused and consistent at every level, our advice is fully aligned across all jurisdictions. This coherence affords our clients continuity, consistency and confidence. And offers them good value.