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Our Approach · Boutique Practice

How We Work With You

A specialist international tax practice — not a generalist firm. Every engagement is handled directly by Jacob Salama. No juniors, no hand-offs, no billing surprises.

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From first call to resolution — seven clear steps

Every matter follows a structured process designed around one principle: you always know where you stand, what the next step is, and what it costs.

1

Free 30-Minute Consultation

We begin with a no-obligation video call. You describe your situation; Jacob listens carefully and asks the right questions. The purpose is mutual: to scope the matter accurately so you receive a precise quote — not a vague estimate — and so we can confirm whether this is work we are the right practice to handle. If we are not, we will say so plainly and, where possible, suggest who might be.

📅 Via Calendly — book online 24/7
2

Engagement Letter & Fixed-Fee Quote

Before any billable work begins, you receive a written engagement letter setting out exactly what we will do, in what timeframe, and at what cost. We quote a fixed fee for defined deliverables — not an open-ended hourly rate. There are no billing surprises. If the scope changes materially, we discuss and agree the adjustment before proceeding. You are never presented with an invoice that exceeds what was agreed.

Fixed fee · No hourly billing
3

Information Gathering

We send you a structured information request tailored to your matter — whether that is your employment contract, equity plan documentation, prior tax returns, corporate structure charts or treaty residency evidence. Documents are exchanged securely. Jacob reviews everything personally and will contact you if clarifications are needed. We do not outsource the review of your sensitive information.

Secure document exchange
4

Legal Analysis

This is where the technical work happens. Jacob conducts a thorough analysis of your position under Spanish domestic law, the applicable double tax treaty and, where relevant, the tax law of your home country. The analysis draws on treaty text, DGT (Dirección General de Tributos) binding consultations, AEAT administrative criteria and, where necessary, case law of the Spanish courts including the Tribunal Supremo. Where there is genuine interpretive uncertainty, we tell you that too — along with our assessment of the risk.

Treaty research · DGT consultations · AEAT criteria
5

Strategy Memo

Our principal deliverable is a clear, written strategy memorandum. It explains your tax position in plain language, sets out the options available to you (including their relative merits and risks), recommends a course of action, and identifies any filing obligations, deadlines or compliance steps that follow. The memo is written in your language — English, German or Spanish — so that you can read, understand and act on it without needing to interpret legal jargon.

Written advice in your language
6

Implementation

Where implementation is included in the scope, we handle the execution: Modelo 149 (Beckham Law election), Modelo 720 (foreign assets declaration), Modelo 151 (annual IRNR return under the Beckham Law), IRPF returns, AEAT correspondence, voluntary disclosure filings, and coordination with your payroll team regarding withholding adjustments. We manage deadlines and communicate proactively — you do not need to chase us.

Modelo 149 · Modelo 720 · AEAT filings · Annual returns
7

Ongoing Support

Many of our clients return year on year for annual compliance, or contact us as their circumstances evolve — a new vesting event, a change in treaty residence, a question from the AEAT. Clients who have worked with us before receive continuity: Jacob already knows your file. Follow-up questions on matters already advised are handled efficiently, without starting from scratch each time.

Available for follow-up questions · Year-round support

What we handle

We advise on the full spectrum of cross-border tax issues for individuals and entities with a connection to Spain. Our specific areas of practice include:

Beckham Law / Impatriados

Eligibility assessment, Modelo 149 application, Modelo 151 annual return, interaction with home-country tax.

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Tax Residency in Spain

183-day rule, habitual abode, centre of vital interests, double tax treaty tie-breaker analysis, exit taxation.

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Stock Options & RSUs

ISOs, NQSOs, RSUs, phantom shares, carried interest. IRPF, 30% reduction, FATCA interaction, cross-border planning.

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Trusts & Foreign Structures

US revocable trusts, UK discretionary trusts, Dutch cooperatives, Belgian coordination centres, Liechtenstein foundations. Modelo 720 and IRPF attribution under Art. 91 LIRPF.

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Permanent Establishment

Fixed-place, agency and home-office PE risk. BEPS Action 7 analysis. Corporate income tax, VAT and payroll consequences.

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AEAT Inspections & Defence

Comprobación limitada, actuaciones inspectoras, penalty reduction, appeals to TEAR, Audiencia Nacional and Tribunal Supremo.

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FATCA, FBAR & Modelo 720

Foreign asset reporting obligations for US citizens and Spanish residents. Late filing, voluntary disclosure, penalty mitigation.

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Double Tax Treaty Advice

Spain-US, Spain-UK, Germany-Spain, Netherlands-Spain, Belgium-Spain DTAs. Treaty interpretation, tie-breaker articles, competent authority procedures.

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Voluntary Disclosure

Late Modelo 720 filings, undisclosed foreign income, historic IRPF errors. Damage limitation before the AEAT discovers the issue.

Clear communication. Transparent pricing.

Languages We Work In

All advice, written memos, correspondence and filings are available in:

  • English — primary working language for US, UK and Irish clients
  • German — full service for German, Austrian and Swiss clients
  • Spanish — all AEAT filings and official correspondence
  • Dutch — available on request for Dutch and Belgian clients
You should never have to explain your situation twice because your lawyer had to translate it to a colleague. Jacob works in your language directly.

Our Fee Model

We operate on a fixed-fee basis for all defined engagements. What this means in practice:

  • You receive a written fixed-fee quote before any work begins
  • We do not charge by the hour — no billing surprises
  • The quote covers everything within the agreed scope
  • If the scope changes materially, we discuss it first
Complex matters quoted individually. Trust attribution analysis, AEAT inspection defence, DTT tie-breaker proceedings and voluntary disclosure programmes are priced after the initial free consultation, once the scope is properly understood. We will not give you a fixed fee on a matter we have not yet properly scoped.

What we don't handle

We are a specialist international tax practice. There are areas of Spanish law that we do not practise. Being clear about this saves everyone's time. We do not handle:

General Spanish Conveyancing

Property purchase, sale, title matters and notarial deeds. We advise on the tax implications of Spanish real estate transactions — not the transaction itself.

Employment Law

Contracts, dismissals, labour disputes or social security appeals. We do advise on the tax and PE implications of employment arrangements in Spain.

Immigration Applications

Visa applications, residence permits, NIE registrations or nationality proceedings. We advise exclusively on the tax implications of visa status and residency changes — not the immigration process itself.

Criminal Defence

Tax fraud or evasion criminal proceedings. Where a tax matter escalates to criminal territory, we will refer you to specialist criminal counsel.

If you are unsure whether your matter falls within our practice, the free 30-minute consultation is the right place to find out. We will tell you honestly.

Ready to get started?

Book your free 30-minute consultation. Jacob will review your situation, answer your initial questions, and give you a clear picture of what your matter involves and what it will cost — with no obligation.

Legal disclaimer

The content on this website is for general informational and educational purposes only. It does not constitute legal or tax advice and does not create a lawyer-client relationship. Tax laws change frequently and their application depends on individual circumstances. Always obtain specific professional advice before taking any action based on content found on this site. Jacob Salama — Salama Legal SLP — is a registered Spanish lawyer (Colegiado nº 11.294, ICAMálaga) and is not authorised to provide US or UK legal advice.