Iberia, Balearic & Special Zones Desk
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Spain, Portugal, Balearic Islands, Canary Islands, Ceuta & Melilla
Montclare’s Iberia & Special Zones Desk supports international investors, entrepreneurs and family offices seeking structured access to investment opportunities across Spain and Portugal, including some of the most attractive real estate markets and fiscal environments in Europe.
The Iberian Peninsula combines large domestic markets, globally recognised tourism destinations and a range of specialised tax regimes designed to attract international capital and talent.
Through this desk, Montclare coordinates cross-border investment projects connected to Spain and Portugal, aligning corporate structuring, tax frameworks, real estate investments and financing strategies within a coherent international architecture.
Our approach focuses on connecting investors with opportunities while ensuring that the legal, fiscal and operational foundations of each project are properly structured.
Real Estate Investment Across Iberia
Real estate remains one of the most significant entry points for international investors into the Iberian Peninsula.
Montclare supports clients exploring opportunities across Spain, the Balearic Islands and the Canary Islands, including residential developments, hospitality assets, mixed-use projects and strategic land acquisitions.
The Balearic Islands continue to attract global investors into premium residential and hospitality assets, while the Canary Islands provide a unique combination of tourism demand, strategic geographic positioning and fiscal incentives within the European Union.
Through its international network, Montclare identifies selected investment opportunities and coordinates projects between investors, developers, legal advisors and financial institutions.
Many of these transactions require careful structuring involving multiple jurisdictions, including the Netherlands, Luxembourg, Switzerland, Central Europe and the United Arab Emirates.
Montclare acts as the strategic coordination layer, ensuring that Iberian real estate investments align with the broader international structures of investors.
Iberian Tax and Investment Regimes
Beyond real estate, Iberia offers several regulatory frameworks that can be highly attractive for international investors and executives when structured correctly.
The Beckham Law in Spain allows qualifying expatriates relocating to Spain to benefit from a preferential tax regime on employment income, making Spain an increasingly popular destination for international entrepreneurs and executives.
The ETVE regime provides a Spanish holding company structure allowing foreign dividends and capital gains to be received under favourable conditions when properly structured.
In the Canary Islands, the Zona Especial Canaria (ZEC) offers a reduced corporate tax rate of 4%, one of the most competitive corporate tax regimes within the European Union.
Additional incentives such as the RIC (Reserva para Inversiones en Canarias) and the DIC (Deducción por Inversiones en Canarias) further enhance the attractiveness of the Canary Islands for strategic investment projects.
Special tax environments also exist in Ceuta and Melilla, while Portugal continues to attract international entrepreneurs and investors through its regulatory flexibility and growing innovation ecosystem.
Strategic Collaboration with Fimax Asesores
For projects involving Spain and the Canary Islands, Montclare works in collaboration with Fimax Asesores, a well-established Spanish advisory firm with extensive experience in tax, legal and financial advisory.
Fimax provides deep expertise in Spanish tax law, corporate advisory, ZEC authorisations, Canary Islands investment incentives and regulatory compliance, making them a key partner for local implementation and ongoing advisory support.
Within this collaboration, Montclare focuses on international structuring, cross-border coordination and strategic investment architecture, while Fimax supports local regulatory execution, tax compliance and operational advisory within Spain.
This integrated approach allows investors to benefit from a coordinated framework combining international structuring expertise with strong local execution capacity.
Cross-Border Structuring Between Iberia and Northern Europe
Many of our mandates involve investors and companies based in Northern Europe seeking structured access to Iberian markets.
Montclare frequently coordinates investment structures linking Spain and Portugal with jurisdictions such as the Netherlands, Luxembourg, Belgium, Central Europe, Switzerland, Cyprus and the United Arab Emirates.
This cross-border perspective is particularly relevant for family offices, international entrepreneurs and companies expanding across European and global markets.
Contact the Iberia & Special Zones Desk
If your investment strategy, corporate expansion or relocation plans involve Spain, Portugal, the Balearic Islands, the Canary Islands or Iberian tax regimes such as the ZEC or the Beckham Law, Montclare provides a structured entry point to navigate these opportunities.
In recent years, cross-border investors active in non-performing loans (NPL) and distressed debt have shown growing interest in European jurisdictions that combine legal certainty, EU
Montclare Capital Partners regularly advises executives, international professionals, and investors who are relocating to Spain and want to maximize their fiscal benefits by leveraging the