A typical case from our practice: An entrepreneur with a GmbH shareholding planned to relocate to Marbella without factoring in exit taxation. The potential tax burden was in the six figures. Through early structuring six months before the move, combined with a family holding and application of the seven-year instalment payment, we were able to significantly reduce the effective burden. Exit taxation affects substantial shareholdings in corporations under Section 6 AStG. Which structuring options remain available today depends on the individual case.

Tax law is challenging even in your own native language. Really. In a foreign language it becomes a real challenge, where misunderstandings can quickly become expensive (and we are not talking about pocket change). At JP Tax you communicate in German and receive advice that you truly understand. Every tax decision is explained to you transparently. Every official letter is summarised for you in German. Every step is documented in a traceable way. You always know where you stand and why we recommend a particular course of action. Clarity creates trust. Most gestorías in Spain are simply not suited to German clients — not because they work badly, but because they do not know the German tax system. They know neither the exit tax nor the extended limited tax liability. That is a decisive difference.

With us, you do not work with rotating case officers who have to read up on your file at every contact. You have dedicated contacts who know your situation, understand your goals and stand by your side over the long term. In practice, that means faster decisions, fewer follow-up questions and no duplicated explanations. When you call, you speak with someone who knows your file and immediately understands what you are talking about. That continuity saves time and creates the kind of trust that is built up over the years.

We do not just look at individual tax returns, but at your entire situation. Residence, corporate structure, assets, family situation, future plans — everything feeds into our analysis. From this we develop a strategy that is consistent from a tax, legal and economic perspective. No patchwork of individual measures, but a thought-through plan that works today and still holds up in five years. If your circumstances change, we adjust the strategy. No bureaucratic jargon. No hidden costs. No nasty surprises.

A gestoría is a Spanish administrative office that handles formalities with the authorities: from applying for the NIE to filing simple tax returns. A gestoría is, however, not a tax advisor in the German sense. The role of a gestor or gestora in Spain is not comparable with the qualification of a German Steuerberater, who must pass a state examination and be admitted by the Steuerberaterkammer. The decisive difference for Germans in Spain: a gestoría usually does not know German tax law. Questions about the exit tax, the double taxation treaty or the extended limited tax liability cannot be answered there. For purely Spanish administrative matters, a gestoría can be very useful. But for comprehensive tax planning between Germany and Spain you need a tax advisor who is at home in both legal systems.