Taxes

Spain — Tax: Wealth Tax and Solidarity Tax

Spain's ordinary Wealth Tax (Patrimonio) is an annual tax on net worldwide assets (residents) or Spanish-sited assets (non-residents) held as of December 31. The state default allowance is €700,000/person plus up to €300,000 for a primary residence (Catalonia/Valencia lower the base allowance to €500,000); rates run 0.2-3.5% depending on the autonomous community. The separate, indefinite Solidarity Tax on Large Fortunes (ITSGF) applies nationwide to individuals with net global assets over €3,000,000, acting as a floor even in regions (Madrid, Andalucía) offering 100% ordinary wealth tax rebates: 1.7% (€3M-5M), 2.1% (€5M-10M), 3.5% (over €10M), with regional wealth tax paid credited dollar-for-dollar against the Solidarity Tax liability, filed via Modelo 718.

Agencia Tributaria (AEAT) · Last verified 2026-07-17

Key Facts

  • Ordinary Wealth Tax allowance: €700,000/person plus up to €300,000 for a primary residence; rates run 0.2-3.5% by region.
  • Catalonia and Valencia lower the base allowance to €500,000.
  • Solidarity Tax on Large Fortunes (ITSGF) applies nationwide to net assets over €3,000,000, regardless of regional wealth-tax rebates.
  • ITSGF brackets: 1.7% (€3M-5M), 2.1% (€5M-10M), 3.5% (over €10M).
  • Madrid and Andalucía offer 100% ordinary wealth tax exemptions, but large fortunes remain exposed to the federal Solidarity Tax (Modelo 718).
  • Regional wealth tax paid is credited dollar-for-dollar against the Solidarity Tax liability to avoid double taxation.

Related Topics

income-tax
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