Joanie53 wrote on Wed Jul 26, 2023 2:09pm:
Do you receive state pension ? If yes it’s best to leave your private pension on U.K. tax due to different allowances . The allowance in Spain is considerably lower so you’ll end up paying a lot more tax .
I declare my state pension here and pay Spanish tax , my private pensions are taxed at source in U.K. ,this is perfectly acceptable as a Spanish resident ...
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,I use a tax consultant so I’m confident this is correct I show evidence via P60 on private pensions so Spanish tax are fully aware and I’ve had no issues for 3 years .
Obviously if your private pension are your only income and your resident this would not apply
Joanie53
Suggest that you change your tax consultant.
Marcliff has written a very cautionary and informative post giving details of what needs to be declared in your Spanish tax return. Indeed you, yourself, sign off each page of your annual Spanish declaration to the affect that what has been declared, is in fact correct.
Agencia Tributaria have several Investigations Departments. They routinely audit Spanish tax returns.
My husband was one of those picked by them in 2020 for a random audit of his Spanish tax return for the year 2016. They enclosed in their recorded delivery letter the exact details of all of his pensions that they had received from HMRC. (Brexit, by the way, has not changed the Double Taxation Agreement between Spain and the UK. Both still talk to each other )
The Investigations Department required, within 10 days of signature of receipt of their letter, various documents that they stipulated. Luckily. we keep each and every years taxation papers submitted for our Renta declaration in individual files. We were able to supply them with the paper work that they requested.
Three months later, my husband received a further recorded delivery letter from their Investigations Department to say that their investigation had been completed and no further action was required.