General Profile - Residency Financial Tax Review

Your contact details
Phone:
Email
Address in Spain

First Line

Urb / Municipio

Cuidad / Provincia

Codigo Postal
UK Address (if currently non resident in Spain)

First Line

Second Line

Town / City

Post Code
Your personal details
First name:
Surname
Date of Birth

MonthDayYear
Place of birth
Profession / Employment Status
Nationality
Civil Status
Civil Status
What is your Spanish tax residency situation?
(183 days or more = tax resident)
When did you ( or when are you planning to ) move to Spain?

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
When did you get your residency?

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Partner / Spouse details
First name :
Surname:
Partner Email
Dependents / Children / Beneficiaries
Do you have any children, or other dependents, or if not family members who are beneficiaries in your Will?
Dependent / Beneficiary 1

First NameLast Name
Dependent / Beneficiary 1 DoB

MonthDayYear
Dependent / Beneficiary 2

First NameLast Name
Dependent / Beneficiary 2 DoB

MonthDayYear
Dependent / Beneficiary 3

First NameLast Name
Dependent / Beneficiary 3 DoB

MonthDayYear

Do you have assets or income in Spain
Do you have assets or income outside of Spain
Your Assets and Income in Spain

Provide details of the assets that you own in Spain
Savings
Total amount held in Spanish bank accounts
Are these savings jointly held?
Investments
Total amount of any investments e.g. shares, bonds etc.
Are these joint investments
Property
Total value of property owned
Income
Total gross annual income arising in Spain
Type of Income 1
Your Assets and Income Outside of Spain

Provide details of the assets and income not in Spain
Savings
Total amount held in Spanish bank accounts
Are these savings jointly held?
Investments
Total amount of any investments e.g. shares, bonds stocks and shares ISA etc.
Are these joint investments
Work Pension/s
Total value of any company pensions not in payment
Personal Pensions
E.g. SIPP
Property
Total value of property owned
Is the property jointly owned?

Source / Country of Origin
From which country does the income arise?
Wills
Do you have UK Will/s
Do you have Spanish Will/s
Date UK Will/s made

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Date Spanish Will/s made

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Your wishes on your passing
Additional Useful Information
Please use this space to add any further detail that you feel may be relevant, for example questions or concerns, or a summary of assets or property etc . . .
Your Information and Data Protection

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Your contact details