Property Tax & Financial Advisory

Expert property tax & financial advisory in Marbella & the Costa del Sol. CA Estates Marbella helps you optimise, manage & plan your real estate investments.

Property Tax & Financial Advisory in Marbella, Costa del Sol

CA Estates Marbella provides specialised property tax and financial advisory services to help homeowners, investors, and international buyers navigate the fiscal landscape of owning real estate in Spain. Our goal is to optimise your investment, ensure compliance, and simplify every aspect of Spanish property taxation and financial planning.

Comprehensive Property Tax Guidance

  • Non-Resident Property Tax (IRNR): Assistance with annual declarations and payment obligations for non-resident owners of Spanish property.
  • Wealth & Income Tax Planning: Advisory on Spanish wealth and rental income tax for property investors and second-home owners.
  • Capital Gains Tax (CGT): Guidance on tax implications and exemptions when selling property in Marbella or the Costa del Sol.
  • Inheritance & Gift Tax: Support for international clients navigating inheritance procedures and inter-family property transfers within Spain.
  • Tax Compliance & Representation: Collaboration with local accountants and legal experts to ensure timely filings and full legal compliance.

Financial & Investment Advisory

  • Investment Structuring: Advice on purchasing through personal ownership, company entities, or investment vehicles for tax efficiency.
  • Cash Flow & ROI Analysis: Financial projections for property purchases, rentals, or developments to maximise long-term returns.
  • Mortgage Coordination: Collaboration with our Mortgage Brokerage & Financing Solutions division to secure optimal lending terms.
  • Currency & Banking Support: Assistance with international fund transfers, currency exchange, and local bank account setup for property transactions.
  • Long-Term Financial Planning: Strategic guidance for investors seeking to diversify portfolios or reinvest proceeds within Spain or abroad.

Tailored Support for International Clients

  • Multilingual Expertise: We assist clients from across Europe, the Middle East, and the Americas in navigating Spain’s complex tax and financial systems.
  • Cross-Border Coordination: Integration with your home-country advisors to ensure full transparency and tax efficiency across jurisdictions.
  • Confidential Advisory: All financial consultations are handled with the highest level of discretion and professionalism.

Why Choose CA Estates Marbella?

  • Local Knowledge, International Standards: In-depth understanding of Spanish property law and international investor needs.
  • Trusted Professional Network: Collaboration with chartered accountants, tax lawyers, and financial advisors based in Marbella and Málaga.
  • End-to-End Guidance: From acquisition through ownership, management, and sale — we help you make financially sound decisions at every stage.
  • Proactive Planning: We anticipate potential tax liabilities and identify opportunities to optimise your property’s performance and profitability.

Secure & Simplify Your Spanish Property Finances

Ensure your property investment in Spain is financially optimised and fully compliant. Contact CA Estates Marbella today for expert property tax and financial advisory services across Marbella and the Costa del Sol.

Carin Astrup, founder of CA Estates Marbella

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One person, from first call to completion

Carin coordinates every service personally, together with professionals she has worked with for years. You speak to one person, in Swedish, English, Danish or Norwegian.

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Investment Advisory & Off-Market Listings

Discover exclusive off-market properties & investment opportunities in Marbella. CA Estates Marbella offers expert advisory & market insights across the Costa del Sol.

Mortgage Brokerage & Financing Solutions

Expert mortgage brokerage in Marbella & the Costa del Sol. CA Estates Marbella helps residents & international buyers secure the best property financing options.

Property Buying & Selling

We specialize in luxury home acquisitions and high-end property sales, ensuring the best deals with expert negotiation.

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