VICENS ADVISORS —
Tax Law
Advisory in Mallorca

Corporate Restructuring and Tax Planning

Corporate tax structuring and business reorganisations are among Vicens Advisors' core areas of expertise.

The firm advises on the design, structuring and implementation of corporate reorganisations and M&A operations, ensuring the proper application of tax neutrality regimes, the optimisation of the overall tax position, and the seamless legal and accounting integration of each transaction.

Our advisory services encompass mergers, demergers, share exchanges, acquisitions, non-cash contributions and intra-group restructurings, both domestic and cross-border.

We also provide specialised advice on tax consolidation regimes and transfer pricing documentation and analysis, seeking full consistency with the criteria of the Spanish Tax Authorities and the principles established by the OECD.

Each project is approached from a comprehensive tax, accounting and corporate perspective, allowing for the design of efficient, coherent and sustainable structures that mitigate future contingencies arising from inadequate planning or documentation.

In addition, the firm assists clients with tax due diligence processes, risk assessments, post-transaction integration, and the adaptation of corporate structures to new group or investment scenarios.

Non-Residents and International Desk

Vicens Advisors provides tailored tax and legal advisory services for non-residents and international groups with interests in Spain.

Our International Desk offers comprehensive cross-border assistance covering tax residency analysis, expatriate and inbound mobility management, and international tax planning for investments and private wealth structures.

We handle all Spanish tax compliance obligations — including Non-Resident Income Tax, Wealth Tax and informative returns (Forms 210, 211, 213, 714, 720) — ensuring the correct application of Double Tax Treaties and full coordination with foreign advisers to achieve consistent taxation in both jurisdictions.

For non-residents acquiring real estate in Spain, we provide end-to-end support in investment structuring, indirect tax analysis (VAT, Transfer Tax, Stamp Duty) and the ongoing management of ownership or rental obligations.

Tax Inspections and Litigation

We guide our clients through tax audits and disputes with clarity, confidence and technical precision.

Our team handles every stage of the administrative process — from information requests and limited reviews to full tax inspections and contentious claims — always focused on protecting our clients' interests and achieving effective, lasting solutions.

We prepare and file submissions, appeals and claims, and represent clients before the Regional and Central Economic-Administrative Courts (TEAR and TEAC), as well as other public bodies when required.

Our services also include advice on collection and enforcement procedures, such as payment deferrals, instalment agreements, liability claims and enforcement actions, helping clients to mitigate the financial impact of any procedure.

Our approach is clear and methodical: anticipate risks, defend effectively and resolve efficiently.

Private Wealth and Inheritance Tax

The tax planning and management of personal wealth and inheritance is one of Vicens Advisors' key practice areas.

The firm advises individuals and families on the organisation, transfer and protection of their assets, ensuring the proper application of tax reliefs and full consistency with Spanish and Balearic civil and regional rules.

Our services cover Inheritance and Gift Tax, Wealth Tax, and the tax implications of asset transfers, including the use of national and regional exemptions and reductions.

We also assist clients in succession planning and the implementation of succession agreements, analysing their tax and legal impact to ensure an orderly and efficient transfer of family wealth.

Vicens Advisors combines strategic vision, technical accuracy and discretion, providing bespoke solutions that reflect each client's personal circumstances and long-term goals.

Our work integrates tax, civil and legal perspectives, ensuring that every inheritance or succession process is handled with coherence, transparency and legal certainty.

Real Estate Tax Advisory

We advise developers, investors and private clients on the tax aspects of real estate investments and transactions, from early-stage planning to execution and closing.

Our work covers the structuring of acquisitions and disposals, whether through direct property deals (asset deals) or corporate share transfers (share deals), so that every transaction is properly structured and as tax-efficient as possible.

We assist with property developments, rentals and portfolio reorganisations, analysing how each operation interacts with Spanish national, regional and local taxes, including VAT, Transfer Tax and Stamp Duty.

Our team also helps clients choose the right investment vehicle and ownership structure, coordinating with notaries, registries and financial institutions to ensure smooth implementation.

Family Business Tax Planning

We help family-owned companies structure, manage and transfer their businesses in a way that supports continuity and long-term stability.

Our advice brings together tax efficiency, sound governance and thoughtful succession planning, creating a framework that supports both the family and the business.

We design simple, effective corporate structures, review tax and legal compliance, and make use of available reliefs and exemptions, including the 95% Inheritance and Gift Tax reduction.

All of this is done in close alignment with the Family Protocol, ensuring that fiscal, legal and organisational decisions work together toward the same goal.

Our role is to provide clear, strategic guidance that helps families protect value, plan succession with confidence and build a sustainable legacy for the next generation.

Tax Advisory

Vicens Advisors provides tailored tax advisory and management services aimed at tax efficiency and the correct application of current regulations.

The firm assists companies, professionals and individuals in the planning, filing and monitoring of all tax obligations, ensuring full consistency between accounting, legal and economic information.

Our services cover the management and review of all national, regional and local taxes, including Corporate Income Tax, VAT, Personal Income Tax, withholdings, Wealth Tax, Business Tax (IAE), Property Tax (IBI), municipal capital gains and the specific taxes of the Balearic Islands.

We also oversee informative returns and periodic filings, ensuring the proper application of deductions, allowances and tax incentives.

When it's required, this service is coordinated with our specialised areas of corporate restructuring, international taxation, wealth planning and real estate taxation, providing a comprehensive and integrated advisory approach.

Our aim is to deliver precise, transparent and client-tailored tax management.