Ready for Modelo 720?

In this episode of "Expat Money Matters," host Georgina Eldridge is joined by Steve Langford from Chase Buchanan to tackle the financial realities of moving to and living in Spain. They dive deep into the specific tax obligations that catch many expats off guard, starting with the nuances of regional Wealth Tax and the Solidarity Tax. Steve demystifies the infamous Modelo 720—a mandatory declaration for assets held outside of Spain—explaining the three key categories: property, cash, and shares.

Beyond the tax forms, the discussion shifts to practical lifestyle planning. Steve offers crucial advice on choosing where to live, the benefits of renting before buying, and the importance of timing your residency to optimize tax efficiency. Whether you are planning your move or are already settling in, this episode provides the expert guidance needed to secure your financial future in the Spanish sun.